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First Mid Bancshares
FMBH

113 hedge funds and large institutions have $396M invested in First Mid Bancshares in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

65% more capital invested

Capital invested by funds: $241M → $396M (+$155M)

9.92% more ownership

Funds ownership: 38.05% → 47.96% (+9.9%)

10% more funds holding

Funds holding: 103 → 113 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

59% less call options, than puts

Call options by funds: $7K | Put options by funds: $17K

Holders
113
Holders Change
+10
Holders Change %
+9.71%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
45
Reduced
27
Closed
8
Calls
$7K
Puts
$17K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
BP
Ballentine Partners
Massachusetts
+$56.7M
2
BlackRock
BlackRock
New York
+$11.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.02M
4
Morgan Stanley
Morgan Stanley
New York
+$3.29M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.6M

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$12.4M
2
JAM
Jacobs Asset Management
New York
-$2.11M
3
Creative Planning
Creative Planning
Kansas
-$1.74M
4
MGIA
Moneta Group Investment Advisors
Missouri
-$616K
5
Squarepoint
Squarepoint
New York
-$567K
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$2.17M -$616K -20,420 -25%
Millennium Management
27
Millennium Management
New York
$2.11M +$140K +4,653 +8%
Wells Fargo
28
Wells Fargo
California
$2.11M +$62.2K +2,059 +4%
Goldman Sachs
29
Goldman Sachs
New York
$1.92M +$8.03K +266 +0.5%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.8M +$82.3K +2,726 +6%
Ameriprise
31
Ameriprise
Minnesota
$1.76M -$139K -4,593 -8%
N
32
Nuveen
North Carolina
$1.73M -$93.5K -3,096 -6%
EF
33
Empowered Funds
Pennsylvania
$1.7M +$133K +4,416 +10%
Boston Partners
34
Boston Partners
Massachusetts
$1.66M -$139K -4,612 -9%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.47M +$54.3K +1,800 +4%
Barclays
36
Barclays
United Kingdom
$1.2M +$849K +28,122 +429%
HAM
37
HoldCo Asset Management
Florida
$1.15M – – –
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.1M +$74K +2,450 +8%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.09M +$93.2K +3,087 +11%
Victory Capital Management
40
Victory Capital Management
Texas
$1.07M -$190K -6,300 -17%
CAN
41
Cetera Advisor Networks
California
$1.05M – – –
VWA
42
Visionary Wealth Advisors
Illinois
$1.04M – – –
Invesco
43
Invesco
Georgia
$1M +$272K +9,016 +45%
UBS Group
44
UBS Group
Switzerland
$974K +$456K +15,093 +116%
AFM
45
Armstrong Fleming & Moore
District of Columbia
$864K – – –
Citadel Advisors
46
Citadel Advisors
Florida
$834K +$726K +24,059 New
DSC
47
Duncker Streett & Co
Missouri
$804K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$789K +$65.7K +2,175 +11%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$758K +$60 +2 +0%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$684K +$596K +19,743 New
1
2
3 4 5

FMBH Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q4 2023, worth a combined $396M — up 65% from $241M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FMBH positions and 8 closed out — a net gain of 10 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Ballentine Partners, opening a new position worth an estimated $56.7M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $12.4M sold.

  • 113 institutional investors held First Mid Bancshares (FMBH) as of Q4 2023, up from 103 in Q3 2023.
  • Funds reported $396M of First Mid Bancshares stock for Q4 2023, up 65% quarter-over-quarter.
  • 18 funds opened new First Mid Bancshares positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest First Mid Bancshares buyer in Q4 2023 was Ballentine Partners, an estimated $56.7M added.
  • The largest First Mid Bancshares seller in Q4 2023 was Fourthstone LLC, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2023.