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First Bancorp

180 hedge funds and large institutions have $1.05B invested in First Bancorp in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $759M → $1.05B (+$295M)

3.63% more ownership

Funds ownership: 65.6%69.23% (+3.6%)

3% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 183180 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
63
Reduced
61
Closed
19
Calls
$285K
Puts
Net Calls
+$285K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
151
First Personal Financial Services
North Carolina
$50.5K
QCG
152
Quadrant Capital Group
Ohio
$38.4K +$6.91K +220 +27%
US Bancorp
153
US Bancorp
Minnesota
$36.9K -$1.13K -36 -3%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$20.9K +$754 +24 +4%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$19K -$3.89K -124 -19%
S
156
SignatureFD
Georgia
$17.9K
FHA
157
First Horizon Advisors
Tennessee
$16.6K
SPIA
158
Steward Partners Investment Advisory
New York
$15.6K +$94 +3 +0.7%
LWANC
159
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.48K
LC
160
Lindbrook Capital
California
$5.03K
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$4.61K
AF
162
Allworth Financial
California
$3.82K +$31 +1 +1%
LFA
163
LGT Financial Advisors
Texas
$3.04K
Bessemer Group
164
Bessemer Group
New Jersey
$3K -$5.59M -178,088 -100%
ASN
165
Advisory Services Network
Georgia
$2.06K +$1.76K +56 New
BTI
166
Blue Trust Inc
Georgia
$2K +$2.07K +66 New
RTL
167
Red Tortoise LLC
Georgia
$1.85K
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$1.07K
PA
169
Parallel Advisors
California
$970 +$31 +1 +4%
VCM
170
Versant Capital Management
Arizona
$777
FFA
171
Farther Finance Advisors
California
$740 +$628 +20 New
GWS
172
Glassman Wealth Services
Virginia
$555
BIA
173
Bell Investment Advisors
California
$519
PFBT
174
Parkside Financial Bank & Trust
Missouri
$519 +$440 +14 New
AWM
175
Abound Wealth Management
Tennessee
$371 +$314 +10 New