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First Bancorp

175 hedge funds and large institutions have $811M invested in First Bancorp in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 61

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.94% less ownership

Funds ownership: 67.24%66.31% (-0.94%)

10% less funds holding

Funds holding: 194175 (-19)

17% less capital invested

Capital invested by funds: $976M → $811M (-$165M)

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
175
Holders Change
-19
Holders Change %
-9.79%
% of All Funds
2.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
67
Reduced
61
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
176
Aviva
United Kingdom
-$1.33M -37,330 Closed
ZCM
177
Ziegler Capital Management
Illinois
-$1.16M -32,659 Closed
LTAS
178
Linden Thomas Advisory Services
North Carolina
-$1.14M -32,134 Closed
ZIM
179
Zacks Investment Management
Illinois
-$826K -23,261 Closed
UCFA
180
United Capital Financial Advisors
Texas
-$523K -14,720 Closed
WG
181
Winton Group
United Kingdom
-$514K -14,459 Closed
KeyBank National Association
182
KeyBank National Association
Ohio
-$314K -8,854 Closed
Voloridge Investment Management
183
Voloridge Investment Management
Florida
-$298K -8,400 Closed
BCM
184
Bayesian Capital Management
New York
-$277K -7,800 Closed
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
-$249K -6,910 Closed
SI
186
Stephens Inc
Arkansas
-$226K -6,370 Closed
PCM
187
Prelude Capital Management
New York
-$219K -6,171 Closed
Stifel Financial
188
Stifel Financial
Missouri
-$219K -6,153 Closed
HC
189
Henshaw Capital
Massachusetts
-$215K -6,043 Closed
SAG
190
SageView Advisory Group
California
-$208K -5,863 Closed
ECM
191
Everence Capital Management
Indiana
-$205 -5,760 Closed
SG Americas Securities
192
SG Americas Securities
New York
-$181K -5,082 Closed
Citadel Advisors
193
Citadel Advisors
Florida
-$101K -2,846 Closed
Lazard Asset Management
194
Lazard Asset Management
New York
-$29K -820 Closed
ASN
195
Advisory Services Network
Georgia
-$16.6K -467 Closed
ONST
196
Old North State Trust
North Carolina
-$11K -301 Closed
CFGS
197
Concourse Financial Group Securities
Alabama
-$6.77K -214 Closed
AWM
198
Avior Wealth Management
Nebraska
-$2.59K -73 Closed
BAM
199
Belpointe Asset Management
Nevada
-$2.49K -70 Closed
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
-$2.49K -70 Closed