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First Bancorp

143 hedge funds and large institutions have $540M invested in First Bancorp in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 36

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.27% less ownership

Funds ownership: 86.69%86.42% (-0.27%)

5% less funds holding

Funds holding: 151143 (-8)

10% less capital invested

Capital invested by funds: $601M → $540M (-$61.1M)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
143
Holders Change
-8
Holders Change %
-5.3%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
70
Reduced
36
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
THLTP
1
Thomas H. Lee (THL) Partners
Massachusetts
$122M
OCM
2
Oaktree Capital Management
California
$122M
CIP
3
Chartwell Investment Partners
Pennsylvania
$41.7M +$7.84M +2,941,663 +26%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.1M +$533K +200,205 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$21.7M
BFA
6
BlackRock Fund Advisors
California
$21.2M +$169K +63,587 +0.9%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$16.3M +$2.67M +1,002,818 +22%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$15M +$286K +107,156 +2%
CCM
9
Castine Capital Management
Massachusetts
$9.81M +$5.49M +2,060,000 +158%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.7M +$1.43M +537,521 +19%
State Street
11
State Street
Massachusetts
$8.83M +$139K +52,324 +2%
EC
12
EJF Capital
Virginia
$8.76M +$4.16M +1,559,813 +108%
BIT
13
BlackRock Institutional Trust
California
$8.35M +$462K +173,494 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$6.85M +$146K +54,809 +2%
Norges Bank
15
Norges Bank
Norway
$5.81M +$1.18M +442,266 +29%
SCA
16
Stieven Capital Advisors
Missouri
$5.78M +$248K +93,000 +5%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$5.78M +$1.68M +630,298 +47%
Northern Trust
18
Northern Trust
Illinois
$4.49M +$222K +83,183 +6%
Charles Schwab
19
Charles Schwab
California
$4.36M +$22K +8,263 +0.6%
EAM
20
EverPoint Asset Management
Connecticut
$4.03M +$1.03M +388,437 +39%
RPA
21
Rock Point Advisors
Vermont
$3.95M +$822K +308,425 +30%
RFC
22
Russell Frank Company
Washington
$3.83M -$888K -333,466 -20%
HAI
23
Hennessy Advisors Inc
California
$3.36M +$3.06M +1,150,000 New
Ameriprise
24
Ameriprise
Minnesota
$2.9M -$930K -349,119 -26%
BCM
25
Bridgeway Capital Management
Texas
$2.83M

FBP Hedge Fund Activity: Q1 2016 in Review

143 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Bancorp (FBP) for Q1 2016, worth a combined $540M — down 10% from $601M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FBP and 19 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 70 added.

The largest buyer was Chartwell Investment Partners, adding an estimated $7.84M. The largest seller was Citadel Advisors, cutting an estimated $15.1M.

  • 143 institutional investors held First Bancorp (FBP) as of Q1 2016, down from 151 in Q4 2015.
  • Funds reported $540M of First Bancorp stock for Q1 2016, down 10% quarter-over-quarter.
  • 19 funds opened new First Bancorp positions in Q1 2016 and 26 closed out, a net change of -7 holders.
  • The largest First Bancorp buyer in Q1 2016 was Chartwell Investment Partners, an estimated $7.84M added.
  • The largest First Bancorp seller in Q1 2016 was Citadel Advisors, an estimated $15.1M sold.

Based on aggregated 13F filings for Q1 2016.