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First Bancorp

244 hedge funds and large institutions have $2.63B invested in First Bancorp in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,133% more call options, than puts

Call options by funds: $194K | Put options by funds: $6K

95% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 20

22% more capital invested

Capital invested by funds: $2.15B → $2.63B (+$478M)

7% more funds holding

Funds holding: 227244 (+17)

3.11% more ownership

Funds ownership: 89.51%92.62% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 102

Holders
244
Holders Change
+17
Holders Change %
+7.49%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
39
Increased
71
Reduced
102
Closed
20
Calls
$194K
Puts
$6K
Net Calls
+$188K
Net Calls Change
+$46K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$417M -$13.9M -943,519 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$361M -$6.8M -460,471 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$198M -$4.06M -275,078 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$166M +$960K +65,021 +0.6%
State Street
5
State Street
Massachusetts
$151M +$5.81M +393,594 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$141M -$5.5M -372,803 -4%
American Century Companies
7
American Century Companies
Missouri
$126M -$40.9M -2,768,856 -27%
Morgan Stanley
8
Morgan Stanley
New York
$85M +$39.9M +2,699,862 +109%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$65.9M +$5.53M +374,534 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$58.7M -$3.85M -260,772 -7%
JP Morgan Chase
11
JP Morgan Chase
New York
$58.2M +$1.88M +127,602 +4%
FCM
12
Frontier Capital Management
Massachusetts
$51.8M +$1.72M +116,642 +4%
Northern Trust
13
Northern Trust
Illinois
$45.8M -$123K -8,346 -0.3%
Charles Schwab
14
Charles Schwab
California
$33.4M -$833K -56,384 -3%
Norges Bank
15
Norges Bank
Norway
$32.6M +$791K +53,564 +3%
Lord, Abbett & Co
16
Lord, Abbett & Co
New Jersey
$32.1M -$354K -23,985 -1%
Goldman Sachs
17
Goldman Sachs
New York
$30.6M +$1.64M +110,797 +6%
First Trust Advisors
18
First Trust Advisors
Illinois
$27.7M +$1.33M +89,837 +6%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$27.2M -$985K -66,684 -4%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$26.9M +$6.49M +439,223 +37%
Millennium Management
21
Millennium Management
New York
$20.9M +$8.27M +559,739 +79%
Victory Capital Management
22
Victory Capital Management
Texas
$20.2M -$4.6M -311,470 -20%
LSV Asset Management
23
LSV Asset Management
Illinois
$18.3M -$489K -33,100 -3%
Ameriprise
24
Ameriprise
Minnesota
$17.7M -$1.51M -102,535 -9%
Invesco
25
Invesco
Georgia
$17.1M +$90.7K +6,141 +0.6%

FBP Hedge Fund Activity: Q4 2023 in Review

244 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Bancorp (FBP) for Q4 2023, worth a combined $2.63B — up 22% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new FBP positions and 20 closed out — a net gain of 19 holders — while 71 added to existing stakes and 102 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.9M. The largest seller was American Century Companies, cutting an estimated $40.9M.

  • 244 institutional investors held First Bancorp (FBP) as of Q4 2023, up from 227 in Q3 2023.
  • Funds reported $2.63B of First Bancorp stock for Q4 2023, up 22% quarter-over-quarter.
  • 39 funds opened new First Bancorp positions in Q4 2023 and 20 closed out, a net change of +19 holders.
  • The largest First Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $39.9M added.
  • The largest First Bancorp seller in Q4 2023 was American Century Companies, an estimated $40.9M sold.

Based on aggregated 13F filings for Q4 2023.