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First Mid Bancshares
FMBH

91 hedge funds and large institutions have $209M invested in First Mid Bancshares in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

0.98% more ownership

Funds ownership: 33.57% → 34.55% (+0.98%)

5% less capital invested

Capital invested by funds: $220M → $209M (-$10.9M)

4% less funds holding

Funds holding: 95 → 91 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
35
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$4.97M
2
BlackRock
BlackRock
New York
+$3.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.37M
4
American Century Companies
American Century Companies
Missouri
+$1.01M
5
State Street
State Street
Massachusetts
+$692K

Top Sellers

1
WWM
Western Wealth Management
Colorado
-$2.99M
2
Millennium Management
Millennium Management
New York
-$1.05M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$534K
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$410K
5
Two Sigma Investments
Two Sigma Investments
New York
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$1.26M – – –
SEI Investments
27
SEI Investments
Pennsylvania
$1.24M -$110K -3,238 -8%
Ameriprise
28
Ameriprise
Minnesota
$1.14M -$11K -325 -0.9%
HAM
29
HoldCo Asset Management
Florida
$1.07M – – –
AllianceBernstein
30
AllianceBernstein
Tennessee
$1.05M +$6.67K +197 +0.6%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$886K +$4.23K +125 +0.5%
Invesco
32
Invesco
Georgia
$776K +$179K +5,277 +28%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$752K +$8.7K +257 +1%
DSC
34
Duncker Streett & Co
Missouri
$745K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$701K +$68 +2 +0%
CAN
36
Cetera Advisor Networks
California
$676K – – –
Morgan Stanley
37
Morgan Stanley
New York
$633K +$210K +6,193 +46%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$552K -$71.1K -2,100 -11%
BPA
39
Beacon Pointe Advisors
California
$544K – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$536K +$302K +8,928 +115%
Bank of America
41
Bank of America
North Carolina
$513K +$355K +10,476 +190%
CS
42
Credit Suisse
Switzerland
$481K +$53.2K +1,572 +12%
CIC
43
Cornercap Investment Counsel
Georgia
$434K +$458K +13,538 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$422K -$271 -8 -0.1%
MCM
45
MAI Capital Management
Ohio
$398K – – –
JP Morgan Chase
46
JP Morgan Chase
New York
$385K +$59K +1,742 +17%
VFA
47
Valeo Financial Advisors
Indiana
$372K – – –
FC
48
Forte Capital
New York
$363K – – –
CFD
49
Creative Financial Designs
Indiana
$304K +$14K +414 +5%
MIM
50
MetLife Investment Management
New Jersey
$302K – – –
1
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FMBH Hedge Fund Activity: Q4 2022 in Review

91 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q4 2022, worth a combined $209M — down 5% from $220M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FMBH and 4 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 35 added.

The largest buyer was GW&K Investment Management, adding an estimated $4.97M. The largest seller was Western Wealth Management, cutting an estimated $2.99M.

  • 91 institutional investors held First Mid Bancshares (FMBH) as of Q4 2022, down from 95 in Q3 2022.
  • Funds reported $209M of First Mid Bancshares stock for Q4 2022, down 5% quarter-over-quarter.
  • 4 funds opened new First Mid Bancshares positions in Q4 2022 and 8 closed out, a net change of -4 holders.
  • The largest First Mid Bancshares buyer in Q4 2022 was GW&K Investment Management, an estimated $4.97M added.
  • The largest First Mid Bancshares seller in Q4 2022 was Western Wealth Management, an estimated $2.99M sold.

Based on aggregated 13F filings for Q4 2022.