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First Mid Bancshares

64 hedge funds and large institutions have $111M invested in First Mid Bancshares in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

13% more capital invested

Capital invested by funds: $98.8M → $111M (+$12.4M)

8% more funds holding

Funds holding: 5964 (+5)

2.25% more ownership

Funds ownership: 20.56%22.82% (+2.3%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
23
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$23M +$2.57M +65,451 +12%
BlackRock
2
BlackRock
New York
$18.9M +$551K +14,045 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.9M +$1.91M +48,637 +16%
State Street
4
State Street
Massachusetts
$6.44M +$576K +14,684 +10%
Northern Trust
5
Northern Trust
Illinois
$4.3M +$178K +4,534 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$3.65M -$108K -2,739 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.33M +$981K +24,992 +41%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.98M +$99.5K +2,536 +3%
Deutsche Bank
9
Deutsche Bank
Germany
$2.81M +$721K +18,366 +34%
MAM
10
Martingale Asset Management
Massachusetts
$2.4M +$782K +19,912 +47%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.37M +$643K +16,372 +36%
SCP
12
Siena Capital Partners
Illinois
$2.17M +$2.21M +56,369 New
KCM
13
Kennedy Capital Management
Missouri
$2.15M -$1.39M -35,319 -39%
BPM
14
Bowling Portfolio Management
Ohio
$1.77M +$1.81M +46,054 New
LSV Asset Management
15
LSV Asset Management
Illinois
$1.67M +$860K +21,905 +102%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.44M
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.19M
AAMU
18
Amundi Asset Management US
Massachusetts
$1.08M +$1.1M +27,924 New
Wells Fargo
19
Wells Fargo
California
$1.01M -$84.7K -2,158 -8%
TCIM
20
TIAA CREF Investment Management
New York
$966K -$47.8K -1,219 -5%
Morgan Stanley
21
Morgan Stanley
New York
$915K -$28.5K -726 -3%
First Trust Advisors
22
First Trust Advisors
Illinois
$900K +$637K +16,227 +228%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$875K +$448K +11,413 +101%
DSC
24
Duncker Streett & Co
Missouri
$855K
Charles Schwab
25
Charles Schwab
California
$854K +$128K +3,252 +17%

FMBH Hedge Fund Activity: Q4 2017 in Review

64 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q4 2017, worth a combined $111M — up 13% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FMBH positions and 9 closed out — a net gain of 5 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.57M. The largest seller was BHZ Capital Management, exiting entirely with an estimated $1.77M sold.

  • 64 institutional investors held First Mid Bancshares (FMBH) as of Q4 2017, up from 59 in Q3 2017.
  • Funds reported $111M of First Mid Bancshares stock for Q4 2017, up 13% quarter-over-quarter.
  • 14 funds opened new First Mid Bancshares positions in Q4 2017 and 9 closed out, a net change of +5 holders.
  • The largest First Mid Bancshares buyer in Q4 2017 was Wellington Management Group, an estimated $2.57M added.
  • The largest First Mid Bancshares seller in Q4 2017 was BHZ Capital Management, an estimated $1.77M sold.

Based on aggregated 13F filings for Q4 2017.