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First Mid Bancshares
FMBH

112 hedge funds and large institutions have $318M invested in First Mid Bancshares in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 113 → 112 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

7.28% less ownership

Funds ownership: 47.96% → 40.68% (-7.3%)

20% less capital invested

Capital invested by funds: $396M → $318M (-$78.7M)

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
35
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.34M
5
American Century Companies
American Century Companies
Missouri
+$1.19M

Top Sellers

1
BP
Ballentine Partners
Massachusetts
-$65.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.84M
3
Morgan Stanley
Morgan Stanley
New York
-$2.78M
4
Northern Trust
Northern Trust
Illinois
-$1.11M
5
Citadel Advisors
Citadel Advisors
Florida
-$834K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
76
CarsonAllaria Wealth Management
Illinois
$249K +$947 +30 +0.4%
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$244K – – –
HWAM
78
Hennion & Walsh Asset Management
New Jersey
$234K -$2.02K -64 -0.9%
UBS AM
79
UBS AM
Illinois
$213K – – –
CL
80
Choreo LLC
Illinois
$210K – – –
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$208K +$201K +6,363 New
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$175K – – –
Citigroup
83
Citigroup
New York
$155K +$37.4K +1,184 +33%
QCG
84
Quadrant Capital Group
Ohio
$118K +$1.42K +45 +1%
AIP
85
Ameritas Investment Partners
Nebraska
$75.4K – – –
SOW
86
State of Wyoming
Wyoming
$51.7K -$8.96K -284 -15%
S
87
SignatureFD
Georgia
$49.7K -$4.86K -154 -9%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$41.4K – – –
Lazard Asset Management
89
Lazard Asset Management
New York
$36K -$2.71K -86 -7%
Canada Life
90
Canada Life
Manitoba, Canada
$34K – – –
US Bancorp
91
US Bancorp
Minnesota
$30.2K -$1.26K -40 -4%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$29.4K +$2.15K +68 +8%
EC
93
EntryPoint Capital
New York
$29.4K +$28.4K +901 New
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$26.5K +$25.6K +811 New
AF
95
Allworth Financial
California
$25.6K – – –
AB
96
Amalgamated Bank
New York
$25K -$29.1K -921 -55%
LC
97
Lindbrook Capital
California
$24.3K – – –
IGWM
98
ICA Group Wealth Management
Colorado
$23.7K – – –
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$19.4K – – –
Osaic Holdings
100
Osaic Holdings
Arizona
$19.4K – – –
1 2 3
4
5

FMBH Hedge Fund Activity: Q1 2024 in Review

112 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q1 2024, worth a combined $318M — down 20% from $396M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FMBH and 12 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 35 added.

The largest buyer was Vanguard Group, adding an estimated $2.7M. The largest seller was Ballentine Partners, exiting entirely with an estimated $65.2M sold.

  • 112 institutional investors held First Mid Bancshares (FMBH) as of Q1 2024, down from 113 in Q4 2023.
  • Funds reported $318M of First Mid Bancshares stock for Q1 2024, down 20% quarter-over-quarter.
  • 12 funds opened new First Mid Bancshares positions in Q1 2024 and 13 closed out, a net change of -1 holder.
  • The largest First Mid Bancshares buyer in Q1 2024 was Vanguard Group, an estimated $2.7M added.
  • The largest First Mid Bancshares seller in Q1 2024 was Ballentine Partners, an estimated $65.2M sold.

Based on aggregated 13F filings for Q1 2024.