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FBMS

The First Bancshares, Inc.

Delisted

FBMS was delisted on the 31st of March, 2025.

111 hedge funds and large institutions have $511M invested in The First Bancshares, Inc. in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

3% more funds holding

Funds holding: 108111 (+3)

4% more capital invested

Capital invested by funds: $490M → $511M (+$21.8M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
49
Reduced
33
Closed
5
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$3.12M +$29 +1 +0%
American Century Companies
27
American Century Companies
Missouri
$2.96M +$147K +5,146 +5%
Morgan Stanley
28
Morgan Stanley
New York
$2.71M +$1.37M +47,941 +91%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$2.48M
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$2.44M +$257K +8,993 +11%
HAM
31
HoldCo Asset Management
Florida
$2.25M
AU
32
Algebris (UK)
United Kingdom
$2.2M -$2.65M -92,861 -53%
Goldman Sachs
33
Goldman Sachs
New York
$2.05M -$634K -22,191 -23%
Victory Capital Management
34
Victory Capital Management
Texas
$1.93M -$99.5K -3,482 -5%
ECA
35
Endeavour Capital Advisors
Connecticut
$1.91M
EF
36
Empowered Funds
Pennsylvania
$1.87M +$163K +5,688 +9%
Fisher Asset Management
37
Fisher Asset Management
Washington
$1.77M +$126K +4,417 +7%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.66M +$14.3K +500 +0.8%
TD Asset Management
39
TD Asset Management
Ontario, Canada
$1.51M
Barclays
40
Barclays
United Kingdom
$1.21M -$50.7K -1,775 -4%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.19M +$43.1K +1,507 +4%
PH
42
Pinnacle Holdings
Oklahoma
$1.17M -$147K -5,140 -11%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.12M +$1.19M +41,599 New
SSW
44
Smith Shellnut Wilson
Mississippi
$1.07M
BFC
45
Banc Funds Company
Illinois
$1.04M -$1.25M -43,684 -53%
LPL Financial
46
LPL Financial
California
$915K +$11.7K +409 +1%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$849K -$68.7K -2,403 -7%
Invesco
48
Invesco
Georgia
$846K +$71.8K +2,513 +9%
Bank of America
49
Bank of America
North Carolina
$822K +$136K +4,764 +19%
CIC
50
Cornercap Investment Counsel
Georgia
$800K +$847K +29,645 New

FBMS Hedge Fund Activity: Q3 2023 in Review

111 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The First Bancshares, Inc. (FBMS) for Q3 2023, worth a combined $511M — up 4.4% from $490M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBMS positions and 5 closed out — a net gain of 4 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $3.51M. The largest seller was BlackRock, cutting an estimated $2.79M.

  • 111 institutional investors held The First Bancshares, Inc. (FBMS) as of Q3 2023, up from 108 in Q2 2023.
  • Funds reported $511M of The First Bancshares, Inc. stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 9 funds opened new The First Bancshares, Inc. positions in Q3 2023 and 5 closed out, a net change of +4 holders.
  • The largest The First Bancshares, Inc. buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $3.51M added.
  • The largest The First Bancshares, Inc. seller in Q3 2023 was BlackRock, an estimated $2.79M sold.

Based on aggregated 13F filings for Q3 2023.