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First Bancorp

131 hedge funds and large institutions have $825M invested in First Bancorp in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $62K | Put options by funds: $17K

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more funds holding

Funds holding: 130131 (+1)

1.41% less ownership

Funds ownership: 83.24%81.83% (-1.4%)

13% less capital invested

Capital invested by funds: $944M → $825M (-$120M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.8%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
15
Increased
53
Reduced
42
Closed
14
Calls
$62K
Puts
$17K
Net Calls
+$45K
Net Calls Change
+$73K
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$199M
OCM
2
Oaktree Capital Management
California
$199M
EC
3
EJF Capital
Virginia
$37.2M -$5.07M -982,158 -11%
MCM
4
Munder Capital Management
Michigan
$36.6M +$376K +72,825 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$35.3M -$800K -155,000 -2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$32.2M +$1.4M +271,497 +4%
State Street
7
State Street
Massachusetts
$25.6M -$1.31M -253,963 -5%
BFA
8
BlackRock Fund Advisors
California
$24.9M -$156K -30,286 -0.6%
Citadel Advisors
9
Citadel Advisors
Florida
$19.7M -$4.68M -906,054 -18%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$19.1M -$3.07M -595,800 -13%
JP Morgan Chase
11
JP Morgan Chase
New York
$15M +$5.19M +1,005,540 +47%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$14.2M +$1.99M +385,721 +15%
CC
13
Consector Capital
New York
$14.1M
BIT
14
BlackRock Institutional Trust
California
$12.8M +$529K +102,534 +4%
AllianceBernstein
15
AllianceBernstein
Tennessee
$10.3M +$934K +181,080 +9%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$9.65M +$10.5M +2,030,900 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.35M -$673K -130,361 -6%
SCC
18
Second Curve Capital
Pennsylvania
$8.12M -$206K -40,000 -2%
Northern Trust
19
Northern Trust
Illinois
$5.89M +$1.28M +248,238 +25%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$5.85M +$4.71M +912,035 +285%
Norges Bank
21
Norges Bank
Norway
$5.34M -$7.94M -1,538,102 -58%
SCA
22
Stieven Capital Advisors
Missouri
$4.83M +$980K +190,000 +23%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.03M +$388K +75,172 +10%
DI
24
Dalton Investments
Nevada
$3.99M -$1.71M -330,580 -28%
American Century Companies
25
American Century Companies
Missouri
$3.75M +$2.37M +459,065 +139%

FBP Hedge Fund Activity: Q3 2014 in Review

131 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in First Bancorp (FBP) for Q3 2014, worth a combined $825M — down 13% from $944M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FBP positions and 14 closed out — a net gain of 1 holder — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $10.5M. The largest seller was Norges Bank, cutting an estimated $7.94M.

  • 131 institutional investors held First Bancorp (FBP) as of Q3 2014, up from 130 in Q2 2014.
  • Funds reported $825M of First Bancorp stock for Q3 2014, down 13% quarter-over-quarter.
  • 15 funds opened new First Bancorp positions in Q3 2014 and 14 closed out, a net change of +1 holder.
  • The largest First Bancorp buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $10.5M added.
  • The largest First Bancorp seller in Q3 2014 was Norges Bank, an estimated $7.94M sold.

Based on aggregated 13F filings for Q3 2014.