The First Bancshares, Inc.
FBMS
FBMS was delisted on the 31st of March, 2025.
127 hedge funds and large institutions have $589M invested in The First Bancshares, Inc. in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 4 closing their positions.
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
53% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 32
15% more capital invested
Capital invested by funds: $511M → $589M (+$77.8M)
14% more funds holding
Funds holding: 111 → 127 (+16)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
33% less call options, than puts
Call options by funds: $6K | Put options by funds: $9K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.96M |
| 2 |
Morgan Stanley
New York
|
+$4.65M |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$3.54M |
| 4 |
JP Morgan Chase
New York
|
+$3.32M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$7.77M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$3.56M |
| 3 |
AU
Algebris (UK)
London,
United Kingdom
|
-$2.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.18M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ATC
126
Argent Trust Co
Nashville,
Tennessee
| – | -$212K | -7,876 | Closed |
|
127
Allspring Global Investments
Charlotte,
North Carolina
| – | -$23.7K | -878 | Closed |
|
|
AF
128
Allworth Financial
Folsom,
California
| – | -$729 | -27 | Closed |
|
129
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$187 | -7 | -41% |
|
|
C
130
Covestor
London,
United Kingdom
| – | -$27 | -1 | -25% |
|
FBMS Hedge Fund Activity: Q4 2023 in Review
127 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in The First Bancshares, Inc. (FBMS) for Q4 2023, worth a combined $589M — up 15% from $511M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FBMS positions and 4 closed out — a net gain of 16 holders — while 49 added to existing stakes and 32 trimmed.
The largest buyer was BlackRock, adding an estimated $4.96M. The largest seller was FJ Capital Management, cutting an estimated $7.77M.
- 127 institutional investors held The First Bancshares, Inc. (FBMS) as of Q4 2023, up from 111 in Q3 2023.
- Funds reported $589M of The First Bancshares, Inc. stock for Q4 2023, up 15% quarter-over-quarter.
- 20 funds opened new The First Bancshares, Inc. positions in Q4 2023 and 4 closed out, a net change of +16 holders.
- The largest The First Bancshares, Inc. buyer in Q4 2023 was BlackRock, an estimated $4.96M added.
- The largest The First Bancshares, Inc. seller in Q4 2023 was FJ Capital Management, an estimated $7.77M sold.
Based on aggregated 13F filings for Q4 2023.