We are live on ! Find out more
FBNC icon

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
BlackRock
1
BlackRock
New York
$178M -$1.91M -60,358 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$81.4M -$2.67M -84,357 -3%
WHG
3
Westwood Holdings Group
Texas
$55.7M +$8.92M +282,235 +18%
State Street
4
State Street
Massachusetts
$53M +$4.32M +136,492 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$50.5M +$1.9M +60,030 +4%
Macquarie Group
6
Macquarie Group
Australia
$39.1M +$531K +16,778 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$25.1M +$1.22M +38,684 +5%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$22.3M -$1.39M -43,935 -6%
Franklin Resources
9
Franklin Resources
California
$19.1M +$2.28M +72,230 +13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$18.7M -$3.28M -103,863 -14%
Victory Capital Management
11
Victory Capital Management
Texas
$15.5M +$2.14M +67,774 +15%
Northern Trust
12
Northern Trust
Illinois
$15.1M +$285K +9,010 +2%
Brown Advisory
13
Brown Advisory
Maryland
$13.2M -$1.07M -33,753 -7%
Ameriprise
14
Ameriprise
Minnesota
$13.1M -$1.32M -41,843 -9%
Jennison Associates
15
Jennison Associates
New York
$13M -$9.31M -294,551 -40%
UBS AM
16
UBS AM
Illinois
$11.7M
Charles Schwab
17
Charles Schwab
California
$11.4M +$196K +6,213 +2%
Morgan Stanley
18
Morgan Stanley
New York
$8.34M -$554K -17,519 -6%
Principal Financial Group
19
Principal Financial Group
Iowa
$7.15M -$489K -15,454 -6%
PCM
20
Peregrine Capital Management
Minnesota
$7.12M -$313K -9,884 -4%
Invesco
21
Invesco
Georgia
$6.42M +$313K +9,901 +5%
FFA
22
Founders Financial Alliance
North Carolina
$5.18M +$1.55M +49,131 +39%
Bessemer Group
23
Bessemer Group
New Jersey
$5.04M +$1.43M +45,273 +36%
Bank of America
24
Bank of America
North Carolina
$4.73M -$238K -7,511 -5%
PAM
25
Panagora Asset Management
Massachusetts
$4.63M +$272K +8,597 +6%