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FBMS

The First Bancshares, Inc.

Delisted

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

108 hedge funds and large institutions have $490M invested in The First Bancshares, Inc. in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

2% more capital invested

Capital invested by funds: $481M → $490M (+$8.21M)

6% less funds holding

Funds holding: 115108 (-7)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
108
Holders Change
-7
Holders Change %
-6.09%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
9
Increased
42
Reduced
33
Closed
16
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$866K +$327K +12,770 +62%
Invesco
52
Invesco
Georgia
$745K -$11.7K -457 -2%
CS
53
Credit Suisse
Switzerland
$710K +$176K +6,866 +33%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$693K -$68.3K -2,666 -9%
Bank of America
55
Bank of America
North Carolina
$664K -$137K -5,335 -17%
Citigroup
56
Citigroup
New York
$647K +$515K +20,122 +411%
UBS AM
57
UBS AM
Illinois
$580K
Rafferty Asset Management
58
Rafferty Asset Management
New York
$557K +$80.8K +3,157 +17%
Legal & General Group
59
Legal & General Group
United Kingdom
$527K +$292K +11,415 +127%
HW
60
Hancock Whitney
Mississippi
$517K
AMBIA
61
Allen Mooney & Barnes Investment Advisors
Georgia
$432K +$1.33K +52 +0.3%
UBS Group
62
UBS Group
Switzerland
$422K +$58.1K +2,270 +16%
MIM
63
MetLife Investment Management
New Jersey
$416K +$78.4K +3,061 +24%
NYLIM
64
New York Life Investment Management
New York
$412K -$63.8K -2,491 -14%
HA
65
Harbor Advisors
Florida
$405K
HSBC Holdings
66
HSBC Holdings
United Kingdom
$386K -$295K -11,513 -44%
AIG
67
American International Group
New York
$378K +$68.9K +2,691 +23%
Deutsche Bank
68
Deutsche Bank
Germany
$364K -$96.8K -3,781 -21%
AI
69
Atom Investors
Texas
$340K +$21K +819 +7%
LIM
70
Leavell Investment Management
Alabama
$336K
VOYA Investment Management
71
VOYA Investment Management
Georgia
$334K +$113K +4,406 +52%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$333K -$2.25K -88 -0.7%
CSC
73
Caldwell Sutter Capital
California
$310K -$40.8K -1,592 -12%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$300K -$56.8K -2,219 -16%
Wells Fargo
75
Wells Fargo
California
$299K +$142K +5,537 +92%

FBMS Hedge Fund Activity: Q2 2023 in Review

108 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in The First Bancshares, Inc. (FBMS) for Q2 2023, worth a combined $490M — up 1.7% from $481M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FBMS and 9 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 42 added.

The largest buyer was North Reef Capital Management, adding an estimated $6.54M. The largest seller was Royce & Associates, cutting an estimated $6.38M.

  • 108 institutional investors held The First Bancshares, Inc. (FBMS) as of Q2 2023, down from 115 in Q1 2023.
  • Funds reported $490M of The First Bancshares, Inc. stock for Q2 2023, up 1.7% quarter-over-quarter.
  • 9 funds opened new The First Bancshares, Inc. positions in Q2 2023 and 16 closed out, a net change of -7 holders.
  • The largest The First Bancshares, Inc. buyer in Q2 2023 was North Reef Capital Management, an estimated $6.54M added.
  • The largest The First Bancshares, Inc. seller in Q2 2023 was Royce & Associates, an estimated $6.38M sold.

Based on aggregated 13F filings for Q2 2023.