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FBRC

FBR & Co. Common Stock
FBRC

Delisted

FBRC was delisted on the 1st of June, 2017.

97 hedge funds and large institutions have $194M invested in FBR & Co. Common Stock in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

2% more funds holding

Funds holding: 9597 (+2)

6% less capital invested

Capital invested by funds: $206M → $194M (-$12.7M)

36% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 44

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $684K

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
44
Closed
7
Calls
$8K
Puts
$684K
Net Calls
-$676K
Net Calls Change
-$160K
Name Holding Trade Value Shares
Change
Change in
Stake
NIMC
1
NWQ Investment Management Company
California
$24.5M +$127K +4,933 +0.5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$19.7M
Boston Partners
3
Boston Partners
Massachusetts
$13.9M -$2.2M -85,110 -14%
BIT
4
BlackRock Institutional Trust
California
$12.7M -$1.71M -66,332 -12%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$11.8M -$76.6K -2,967 -0.6%
RA
6
Royce & Associates
New York
$9.88M
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$8.19M +$1.62M +62,774 +25%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.91M +$108K +4,168 +1%
BFA
9
BlackRock Fund Advisors
California
$5.86M -$416K -16,136 -7%
State Street
10
State Street
Massachusetts
$4.21M -$127K -4,936 -3%
BCM
11
Bridgeway Capital Management
Texas
$3.79M +$205K +7,938 +6%
RFC
12
Russell Frank Company
Washington
$3.17M -$1.21M -47,067 -28%
Northern Trust
13
Northern Trust
Illinois
$2.99M -$320K -12,403 -10%
V
14
Veritable
Delaware
$2.95M
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$2.84M -$599K -23,194 -17%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.75M +$428K +16,597 +18%
LSV Asset Management
17
LSV Asset Management
Illinois
$2.37M -$23.2K -900 -1%
TC
18
TFS Capital
Pennsylvania
$2.04M -$306K -11,858 -13%
Bessemer Group
19
Bessemer Group
New Jersey
$2.01M
Charles Schwab
20
Charles Schwab
California
$1.89M -$410K -15,880 -18%
American Century Companies
21
American Century Companies
Missouri
$1.84M +$79.9K +3,097 +5%
SFM
22
Systematic Financial Management
New Jersey
$1.77M +$70.3K +2,725 +4%
AI
23
Analytic Investors
California
$1.73M +$223K +8,635 +15%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$1.71M -$2.9M -112,350 -63%
NFA
25
Nationwide Fund Advisors
Ohio
$1.56M -$17.6K -683 -1%

FBRC Hedge Fund Activity: Q1 2014 in Review

97 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in FBR & Co. Common Stock (FBRC) for Q1 2014, worth a combined $194M — down 6.2% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBRC positions and 7 closed out — a net gain of 2 holders — while 28 added to existing stakes and 44 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), adding an estimated $1.62M. The largest seller was Schroder Investment Management Group, cutting an estimated $2.9M.

  • 97 institutional investors held FBR & Co. Common Stock (FBRC) as of Q1 2014, up from 95 in Q4 2013.
  • Funds reported $194M of FBR & Co. Common Stock stock for Q1 2014, down 6.2% quarter-over-quarter.
  • 9 funds opened new FBR & Co. Common Stock positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest FBR & Co. Common Stock buyer in Q1 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $1.62M added.
  • The largest FBR & Co. Common Stock seller in Q1 2014 was Schroder Investment Management Group, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2014.