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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
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$19K -$187K -5,929 -91%
PA
102
Parallel Advisors
California
$13.8K +$2.75K +87 +26%
RWM
103
Ruedi Wealth Management
Illinois
$12.9K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$7K +$6.28K +199 New
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$6.11K – – –
EWA
106
EverSource Wealth Advisors
Alabama
$5.57K – – –
TRCT
107
Tower Research Capital (TRC)
New York
$4.44K -$65.7K -2,083 -94%
SPIA
108
Steward Partners Investment Advisory
New York
$3.27K – – –
PWMG
109
Private Wealth Management Group
New Jersey
$948 – – –
AWM
110
Avior Wealth Management
Nebraska
$98 +$95 +3 New
BP
111
Ballentine Partners
Massachusetts
– -$65.2M -1,879,711 Closed
Citadel Advisors
112
Citadel Advisors
Florida
– -$834K -24,059 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
– -$357K -10,312 Closed
Two Sigma Investments
114
Two Sigma Investments
New York
– -$296K -8,546 Closed
SEI Investments
115
SEI Investments
Pennsylvania
– -$267K -7,709 Closed
JF
116
Jump Financial
Illinois
– -$252K -7,285 Closed
Arrowstreet Capital
117
Arrowstreet Capital
Massachusetts
– -$249K -7,179 Closed
ASRS
118
Arizona State Retirement System
Arizona
– -$208K -6,006 Closed
RJFSA
119
Raymond James Financial Services Advisors
Florida
– -$208K -6,000 Closed
State Board of Administration of Florida Retirement System
120
State Board of Administration of Florida Retirement System
Florida
– -$201K -5,790 Closed
DA
121
Denali Advisors
California
– -$132K -3,800 Closed
ACM
122
Aquatic Capital Management
Illinois
– -$7K -200 Closed
Simplex Trading
123
Simplex Trading
Illinois
– -$2K -58 Closed
C
124
Covestor
United Kingdom
– +$221 +7 New
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.