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Farmers & Merchants Bancorp

40 hedge funds and large institutions have $54M invested in Farmers & Merchants Bancorp in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0.43% more ownership

Funds ownership: 18.26%18.69% (+0.43%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4140 (-1)

12% less capital invested

Capital invested by funds: $61.4M → $54M (-$7.39M)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15.3M +$146K +5,322 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.3M +$1.05M +38,427 +9%
State Street
3
State Street
Massachusetts
$4.4M -$270K -9,872 -6%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.53M +$194K +7,065 +5%
Northern Trust
5
Northern Trust
Illinois
$2.88M +$86.9K +3,173 +3%
F
6
F3Logic
Minnesota
$2.14M +$24.3K +887 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.01M -$38.4K -1,403 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$1.66M +$112K +4,100 +7%
N
9
Nuveen
North Carolina
$1.07M +$44.7K +1,633 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$973K +$124K +4,519 +14%
CIC
11
Carnegie Investment Counsel
Ohio
$780K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$702K -$146K -5,323 -16%
Charles Schwab
13
Charles Schwab
California
$686K +$57.1K +2,084 +9%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$668K +$418K +15,265 +145%
Wells Fargo
15
Wells Fargo
California
$602K +$36.4K +1,330 +6%
RhumbLine Advisers
16
RhumbLine Advisers
Massachusetts
$485K +$83.3K +3,040 +19%
California State Teachers Retirement System (CalSTRS)
17
California State Teachers Retirement System (CalSTRS)
California
$407K +$4.9K +179 +1%
JP Morgan Chase
18
JP Morgan Chase
New York
$397K +$116K +4,220 +38%
KeyBank National Association
19
KeyBank National Association
Ohio
$372K +$394K +14,371 New
TCM
20
Tufton Capital Management
Maryland
$269K -$2.74K -100 -1%
UBS Group
21
UBS Group
Switzerland
$266K -$197K -7,193 -41%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$260K
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$249K
Morgan Stanley
24
Morgan Stanley
New York
$227K -$377K -13,757 -61%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$186K

FMAO Hedge Fund Activity: Q1 2020 in Review

40 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Farmers & Merchants Bancorp (FMAO) for Q1 2020, worth a combined $54M — down 12% from $61.4M a quarter earlier.

Fund positioning in FMAO was balanced in Q1 2020: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.05M. The largest seller was Morgan Stanley, cutting an estimated $377K.

  • 40 institutional investors held Farmers & Merchants Bancorp (FMAO) as of Q1 2020, down from 41 in Q4 2019.
  • Funds reported $54M of Farmers & Merchants Bancorp stock for Q1 2020, down 12% quarter-over-quarter.
  • 5 funds opened new Farmers & Merchants Bancorp positions in Q1 2020 and 5 closed out, a net change of 0 holders.
  • The largest Farmers & Merchants Bancorp buyer in Q1 2020 was Vanguard Group, an estimated $1.05M added.
  • The largest Farmers & Merchants Bancorp seller in Q1 2020 was Morgan Stanley, an estimated $377K sold.

Based on aggregated 13F filings for Q1 2020.