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First Bancorp

142 hedge funds and large institutions have $671M invested in First Bancorp in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 48 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $54K | Put options by funds: $27K

27% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 48

0.22% less ownership

Funds ownership: 88.05%87.83% (-0.22%)

8% less funds holding

Funds holding: 155142 (-13)

26% less capital invested

Capital invested by funds: $905M → $671M (-$234M)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
142
Holders Change
-13
Holders Change %
-8.39%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
15
Increased
61
Reduced
48
Closed
26
Calls
$54K
Puts
$27K
Net Calls
+$27K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$149M
OCM
2
Oaktree Capital Management
California
$149M
CIP
3
Chartwell Investment Partners
Pennsylvania
$34.2M +$8.59M +2,118,104 +28%
State Street
4
State Street
Massachusetts
$31.4M +$9.46M +2,333,686 +36%
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.3M +$2.39M +590,236 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$26.4M -$425K -104,900 -1%
BFA
7
BlackRock Fund Advisors
California
$23.8M +$1.92M +473,494 +8%
Citadel Advisors
8
Citadel Advisors
Florida
$23.3M +$8.85M +2,182,945 +50%
Victory Capital Management
9
Victory Capital Management
Texas
$18.3M -$7.88M -1,943,835 -27%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$17.9M +$2.62K +646 +0%
EC
11
EJF Capital
Virginia
$14.2M +$3.04M +750,000 +23%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$14.1M -$49K -12,089 -0.3%
BIT
13
BlackRock Institutional Trust
California
$9.44M +$203K +49,951 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$8.03M -$5.83M -1,436,859 -39%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.41M +$572K +141,101 +7%
SCA
16
Stieven Capital Advisors
Missouri
$6.46M +$459K +113,300 +7%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$6.04M -$6.58K -1,623 -0.1%
Norges Bank
18
Norges Bank
Norway
$5.51M
Charles Schwab
19
Charles Schwab
California
$5.13M +$88.8K +21,904 +2%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$5.11M +$3.77M +928,500 +183%
Northern Trust
21
Northern Trust
Illinois
$5.02M +$630K +155,455 +12%
Ameriprise
22
Ameriprise
Minnesota
$4.79M -$43.4K -10,707 -0.8%
BCM
23
Bridgeway Capital Management
Texas
$3.45M
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.41M +$206K +50,769 +6%
RPA
25
Rock Point Advisors
Vermont
$2.73M +$45.8K +11,295 +1%

FBP Hedge Fund Activity: Q3 2015 in Review

142 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in First Bancorp (FBP) for Q3 2015, worth a combined $671M — down 26% from $905M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FBP and 15 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 61 added.

The largest buyer was State Street, adding an estimated $9.46M. The largest seller was Victory Capital Management, cutting an estimated $7.88M.

  • 142 institutional investors held First Bancorp (FBP) as of Q3 2015, down from 155 in Q2 2015.
  • Funds reported $671M of First Bancorp stock for Q3 2015, down 26% quarter-over-quarter.
  • 15 funds opened new First Bancorp positions in Q3 2015 and 26 closed out, a net change of -11 holders.
  • The largest First Bancorp buyer in Q3 2015 was State Street, an estimated $9.46M added.
  • The largest First Bancorp seller in Q3 2015 was Victory Capital Management, an estimated $7.88M sold.

Based on aggregated 13F filings for Q3 2015.