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First Mid Bancshares
FMBH

103 hedge funds and large institutions have $241M invested in First Mid Bancshares in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $191M → $241M (+$49.8M)

3% more funds holding

Funds holding: 100 → 103 (+3)

0.52% less ownership

Funds ownership: 38.56% → 38.05% (-0.52%)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$12.2M
2
ECA
Endeavour Capital Advisors
Connecticut
+$11.4M
3
GJL
Gendell Jeffrey L
+$5.98M
4
Creative Planning
Creative Planning
Kansas
+$4.34M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.29M

Top Sellers

1
VFA
Valeo Financial Advisors
Indiana
-$3.9M
2
American Century Companies
American Century Companies
Missouri
-$2.41M
3
BlackRock
BlackRock
New York
-$2.15M
4
JAM
Jacobs Asset Management
New York
-$1.39M
5
CIC
Cornercap Investment Counsel
Georgia
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.5M +$1.57M +56,342 New
Ameriprise
27
Ameriprise
Minnesota
$1.47M +$144K +5,192 +10%
Goldman Sachs
28
Goldman Sachs
New York
$1.46M -$182K -6,528 -11%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.44M -$189K -6,801 -11%
N
30
Nuveen
North Carolina
$1.41M -$17.5K -630 -1%
Boston Partners
31
Boston Partners
Massachusetts
$1.4M -$222K -7,985 -13%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$1.31M – – –
EF
33
Empowered Funds
Pennsylvania
$1.19M +$101K +3,634 +9%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.08M +$25K +900 +2%
Victory Capital Management
35
Victory Capital Management
Texas
$991K +$862 +31 +0.1%
HAM
36
HoldCo Asset Management
Florida
$884K – – –
Morgan Stanley
37
Morgan Stanley
New York
$844K +$78.1K +2,808 +10%
CAN
38
Cetera Advisor Networks
California
$807K +$90.7K +3,260 +12%
VWA
39
Visionary Wealth Advisors
Illinois
$799K – – –
Bank of America
40
Bank of America
North Carolina
$784K +$167K +5,991 +25%
AllianceBernstein
41
AllianceBernstein
Tennessee
$779K -$107K -3,863 -12%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$750K +$6.73K +242 +0.9%
AFM
43
Armstrong Fleming & Moore
District of Columbia
$662K – – –
DSC
44
Duncker Streett & Co
Missouri
$616K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$581K +$83 +3 +0%
Squarepoint
46
Squarepoint
New York
$567K +$133K +4,787 +29%
Two Sigma Investments
47
Two Sigma Investments
New York
$566K +$289K +10,374 +95%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$552K +$94.6K +3,400 +20%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$547K -$56.1K -2,016 -9%
Invesco
50
Invesco
Georgia
$527K +$6.46K +232 +1%
1
2
3 4 5

FMBH Hedge Fund Activity: Q3 2023 in Review

103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q3 2023, worth a combined $241M — up 26% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMBH positions and 6 closed out — a net gain of 4 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $12.2M. The largest seller was Valeo Financial Advisors, cutting an estimated $3.9M.

  • 103 institutional investors held First Mid Bancshares (FMBH) as of Q3 2023, up from 100 in Q2 2023.
  • Funds reported $241M of First Mid Bancshares stock for Q3 2023, up 26% quarter-over-quarter.
  • 10 funds opened new First Mid Bancshares positions in Q3 2023 and 6 closed out, a net change of +4 holders.
  • The largest First Mid Bancshares buyer in Q3 2023 was Fourthstone LLC, an estimated $12.2M added.
  • The largest First Mid Bancshares seller in Q3 2023 was Valeo Financial Advisors, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2023.