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First Mid Bancshares
FMBH

100 hedge funds and large institutions have $207M invested in First Mid Bancshares in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

10% more funds holding

Funds holding: 91 → 100 (+9)

2.59% more ownership

Funds ownership: 34.55% → 37.14% (+2.6%)

1% less capital invested

Capital invested by funds: $209M → $207M (-$2.08M)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
43
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFA
Valeo Financial Advisors
Indiana
+$4.64M
2
Morgan Stanley
Morgan Stanley
New York
+$3.21M
3
Millennium Management
Millennium Management
New York
+$1.27M
4
Goldman Sachs
Goldman Sachs
New York
+$1.25M
5
GKIM
GW&K Investment Management
Massachusetts
+$1.16M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$877K
2
JAM
Jacobs Asset Management
New York
-$679K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$487K
4
CIC
Cornercap Investment Counsel
Georgia
-$434K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.17M +$222K +7,295 +21%
Victory Capital Management
27
Victory Capital Management
Texas
$1.14M -$54.4K -1,784 -4%
Millennium Management
28
Millennium Management
New York
$1.14M +$1.27M +41,693 New
Goldman Sachs
29
Goldman Sachs
New York
$1.12M +$1.25M +41,136 New
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.08M -$143K -4,700 -11%
SEI Investments
31
SEI Investments
Pennsylvania
$1.07M +$12.5K +409 +1%
HAM
32
HoldCo Asset Management
Florida
$906K – – –
AllianceBernstein
33
AllianceBernstein
Tennessee
$888K – – –
VWA
34
Visionary Wealth Advisors
Illinois
$819K -$280K -9,186 -23%
Bank of America
35
Bank of America
North Carolina
$797K +$405K +13,307 +83%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$769K +$19.1K +627 +2%
Citadel Advisors
37
Citadel Advisors
Florida
$645K -$877K -28,780 -55%
DSC
38
Duncker Streett & Co
Missouri
$632K – – –
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$629K -$10.3K -338 -1%
Invesco
40
Invesco
Georgia
$590K -$77.1K -2,530 -10%
CAN
41
Cetera Advisor Networks
California
$574K – – –
Two Sigma Advisers
42
Two Sigma Advisers
New York
$482K +$15.2K +500 +3%
BPA
43
Beacon Pointe Advisors
California
$463K +$1.19K +39 +0.2%
CS
44
Credit Suisse
Switzerland
$408K +$122 +4 +0%
JP Morgan Chase
45
JP Morgan Chase
New York
$407K +$89.3K +2,929 +24%
TI
46
Trexquant Investment
Connecticut
$375K +$419K +13,766 New
MCM
47
MAI Capital Management
Ohio
$340K +$2.77K +91 +0.7%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$320K +$358K +11,744 New
Deutsche Bank
49
Deutsche Bank
Germany
$315K +$118K +3,866 +50%
FC
50
Forte Capital
New York
$308K – – –
1
2
3 4 5

FMBH Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q1 2023, worth a combined $207M — down 1% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FMBH positions and 6 closed out — a net gain of 9 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Valeo Financial Advisors, adding an estimated $4.64M. The largest seller was Citadel Advisors, cutting an estimated $877K.

  • 100 institutional investors held First Mid Bancshares (FMBH) as of Q1 2023, up from 91 in Q4 2022.
  • Funds reported $207M of First Mid Bancshares stock for Q1 2023, down 1% quarter-over-quarter.
  • 15 funds opened new First Mid Bancshares positions in Q1 2023 and 6 closed out, a net change of +9 holders.
  • The largest First Mid Bancshares buyer in Q1 2023 was Valeo Financial Advisors, an estimated $4.64M added.
  • The largest First Mid Bancshares seller in Q1 2023 was Citadel Advisors, an estimated $877K sold.

Based on aggregated 13F filings for Q1 2023.