The First Bancshares, Inc.
FBMS
FBMS was delisted on the 31st of March, 2025.
80 hedge funds and large institutions have $341M invested in The First Bancshares, Inc. in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 7 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $313M → $341M (+$27.8M)
1% more funds holding
Funds holding: 79 → 80 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$8.41M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.39M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.55M |
| 5 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$10.9M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.69M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.56M |
| 4 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$2.49M |
| 5 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$2.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RQS
76
Ramsey Quantitative Systems
Louisville,
Kentucky
| $15K | +$15K | +385 | New |
|
77
BNP Paribas Financial Markets
Paris,
France
| $13.7K | – | – | – |
|
78
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | -$78 | -2 | -2% |
|
|
RCAG
79
Rehmann Capital Advisory Group
Lansing,
Michigan
| $2.07K | – | – | – |
|
80
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | – | – | – |
|
|
FCM
81
FJ Capital Management
Mclean,
Virginia
| – | -$10.9M | -302,400 | Closed |
|
|
SCP
82
Siena Capital Partners
Chicago,
Illinois
| – | -$2.2M | -56,338 | Closed |
|
|
SV
83
Stilwell Value
New York
| – | -$488K | -13,562 | Closed |
|
|
OAM
84
Oxford Asset Management
Oxford,
United Kingdom
| – | -$471K | -13,099 | Closed |
|
85
AllianceBernstein
Nashville,
Tennessee
| – | -$318K | -8,853 | Closed |
|
|
AFP
86
Ausdal Financial Partners
Davenport,
Iowa
| – | -$216K | -6,000 | Closed |
|
|
PIA
87
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$8K | -215 | Closed |
|
FBMS Hedge Fund Activity: Q3 2018 in Review
80 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in The First Bancshares, Inc. (FBMS) for Q3 2018, worth a combined $341M — up 8.9% from $313M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FBMS positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $15.8M. The largest seller was FJ Capital Management, exiting entirely with an estimated $10.9M sold.
- 80 institutional investors held The First Bancshares, Inc. (FBMS) as of Q3 2018, up from 79 in Q2 2018.
- Funds reported $341M of The First Bancshares, Inc. stock for Q3 2018, up 8.9% quarter-over-quarter.
- 8 funds opened new The First Bancshares, Inc. positions in Q3 2018 and 7 closed out, a net change of +1 holder.
- The largest The First Bancshares, Inc. buyer in Q3 2018 was Wellington Management Group, an estimated $15.8M added.
- The largest The First Bancshares, Inc. seller in Q3 2018 was FJ Capital Management, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2018.