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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
CS
51
Credit Suisse
Switzerland
$467K +$56.9K +2,044 +13%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$442K +$463K +16,645 New
Legal & General Group
53
Legal & General Group
United Kingdom
$408K +$118K +4,237 +38%
BPA
54
Beacon Pointe Advisors
California
$369K – – –
UBS Group
55
UBS Group
Switzerland
$346K -$28.2K -1,015 -7%
MCM
56
MAI Capital Management
Ohio
$329K – – –
VFA
57
Valeo Financial Advisors
Indiana
$323K -$3.9M -140,238 -92%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$318K +$53.7K +1,930 +20%
EC
59
Estate Counselors
Wisconsin
$302K +$317K +11,385 New
Renaissance Technologies
60
Renaissance Technologies
New York
$297K +$312K +11,200 New
CFD
61
Creative Financial Designs
Indiana
$271K +$1.28K +46 +0.5%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$262K +$250 +9 +0.1%
AIG
63
American International Group
New York
$254K +$9.46K +340 +4%
MIM
64
MetLife Investment Management
New Jersey
$250K – – –
VOYA Investment Management
65
VOYA Investment Management
Georgia
$246K +$5.65K +203 +2%
RJT
66
Raymond James Trust
Florida
$239K – – –
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$232K -$50.3K -1,807 -17%
Deutsche Bank
68
Deutsche Bank
Germany
$232K – – –
SG Americas Securities
69
SG Americas Securities
New York
$228K +$239K +8,575 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$219K +$89.8K +3,229 +64%
First Trust Advisors
71
First Trust Advisors
Illinois
$217K +$227K +8,153 New
FC
72
Forte Capital
New York
$212K -$91.8K -3,300 -29%
SEI Investments
73
SEI Investments
Pennsylvania
$205K -$215K -7,744 -50%
CWM
74
CarsonAllaria Wealth Management
Illinois
$201K +$890 +32 +0.4%
Barclays
75
Barclays
United Kingdom
$174K -$15.1K -542 -8%
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.