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First Mid Bancshares

80 hedge funds and large institutions have $193M invested in First Mid Bancshares in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more funds holding

Funds holding: 7480 (+6)

6% more capital invested

Capital invested by funds: $183M → $193M (+$10.5M)

1.28% more ownership

Funds ownership: 31.61%32.88% (+1.3%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

Holders
80
Holders Change
+6
Holders Change %
+8.11%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32M +$2.1M +60,002 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.1M +$402K +11,499 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.4M +$977K +27,979 +9%
State Street
4
State Street
Massachusetts
$11.2M +$572K +16,373 +5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$10.1M -$2.59M -74,200 -21%
MCM
6
Maltese Capital Management
New York
$6.86M -$3.33M -95,400 -33%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.57M +$259K +7,427 +4%
Northern Trust
8
Northern Trust
Illinois
$5.98M -$220K -6,288 -4%
CCM
9
Castine Capital Management
Massachusetts
$5.73M +$1.3M +37,309 +30%
JAM
10
Jacobs Asset Management
New York
$5.37M
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.93M +$18.5K +530 +0.4%
SCP
12
Siena Capital Partners
Illinois
$4.65M
Renaissance Technologies
13
Renaissance Technologies
New York
$4.53M -$112K -3,200 -2%
GKIM
14
GW&K Investment Management
Massachusetts
$4.28M -$276K -7,888 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.77M +$1.03M +29,583 +38%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.67M -$1.05M -30,000 -22%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$3.54M +$2.1M +60,000 +148%
Charles Schwab
18
Charles Schwab
California
$3.02M +$58K +1,659 +2%
TAM
19
THB Asset Management
Connecticut
$3M -$334K -9,571 -10%
Wells Fargo
20
Wells Fargo
California
$2.7M -$16.5K -473 -0.6%
KCM
21
Kennedy Capital Management
Missouri
$2.31M +$2.29M +65,430 New
BCM
22
BHZ Capital Management
California
$1.97M -$399K -11,422 -17%
Victory Capital Management
23
Victory Capital Management
Texas
$1.89M -$38.4K -1,100 -2%
VWA
24
Visionary Wealth Advisors
Illinois
$1.83M +$1.82M +51,999 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.82M +$873K +24,980 +94%

FMBH Hedge Fund Activity: Q4 2019 in Review

80 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q4 2019, worth a combined $193M — up 5.7% from $183M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMBH positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $2.29M. The largest seller was Maltese Capital Management, cutting an estimated $3.33M.

  • 80 institutional investors held First Mid Bancshares (FMBH) as of Q4 2019, up from 74 in Q3 2019.
  • Funds reported $193M of First Mid Bancshares stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 10 funds opened new First Mid Bancshares positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest First Mid Bancshares buyer in Q4 2019 was Kennedy Capital Management, an estimated $2.29M added.
  • The largest First Mid Bancshares seller in Q4 2019 was Maltese Capital Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2019.