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First Mid Bancshares
FMBH

100 hedge funds and large institutions have $207M invested in First Mid Bancshares in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

87% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 23

10% more funds holding

Funds holding: 91 → 100 (+9)

2.59% more ownership

Funds ownership: 34.55% → 37.14% (+2.6%)

1% less capital invested

Capital invested by funds: $209M → $207M (-$2.08M)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
43
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VFA
Valeo Financial Advisors
Indiana
+$4.64M
2
Morgan Stanley
Morgan Stanley
New York
+$3.21M
3
Millennium Management
Millennium Management
New York
+$1.27M
4
Goldman Sachs
Goldman Sachs
New York
+$1.25M
5
GKIM
GW&K Investment Management
Massachusetts
+$1.16M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$877K
2
JAM
Jacobs Asset Management
New York
-$679K
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$487K
4
CIC
Cornercap Investment Counsel
Georgia
-$434K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$37.9M +$1.1M +36,117 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$26.3M +$788K +25,845 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.1M +$839K +27,531 +5%
American Century Companies
4
American Century Companies
Missouri
$13.3M +$678K +22,253 +5%
State Street
5
State Street
Massachusetts
$11.1M +$400K +13,115 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.95M +$1.14M +37,279 +11%
GKIM
7
GW&K Investment Management
Massachusetts
$8M +$1.16M +38,025 +15%
KCM
8
Kennedy Capital Management
Missouri
$6.84M -$11.2K -369 -0.1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.38M +$320K +10,500 +5%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.18M +$96.4K +3,164 +1%
Northern Trust
11
Northern Trust
Illinois
$5.27M -$213K -6,982 -3%
VFA
12
Valeo Financial Advisors
Indiana
$4.46M +$4.64M +152,397 +1,316%
JAM
13
Jacobs Asset Management
New York
$3.6M -$679K -22,287 -14%
Charles Schwab
14
Charles Schwab
California
$3.58M -$14.6K -478 -0.4%
SCP
15
Siena Capital Partners
Illinois
$3.5M +$575K +18,881 +17%
Morgan Stanley
16
Morgan Stanley
New York
$3.4M +$3.21M +105,367 +534%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$3.2M -$487K -15,998 -12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.59M -$90.8K -2,980 -3%
BCM
19
Bridgeway Capital Management
Texas
$2.48M +$540K +17,715 +24%
WWM
20
Western Wealth Management
Colorado
$2.4M – – –
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$2.1M +$280K +9,200 +14%
Boston Partners
22
Boston Partners
Massachusetts
$1.74M -$108K -3,554 -5%
Wells Fargo
23
Wells Fargo
California
$1.54M +$103K +3,386 +6%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$1.34M -$429K -14,089 -22%
N
25
Nuveen
North Carolina
$1.23M -$165K -5,416 -11%
1
2 3 4 5

FMBH Hedge Fund Activity: Q1 2023 in Review

100 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q1 2023, worth a combined $207M — down 1% from $209M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FMBH positions and 6 closed out — a net gain of 9 holders — while 43 added to existing stakes and 23 trimmed.

The largest buyer was Valeo Financial Advisors, adding an estimated $4.64M. The largest seller was Citadel Advisors, cutting an estimated $877K.

  • 100 institutional investors held First Mid Bancshares (FMBH) as of Q1 2023, up from 91 in Q4 2022.
  • Funds reported $207M of First Mid Bancshares stock for Q1 2023, down 1% quarter-over-quarter.
  • 15 funds opened new First Mid Bancshares positions in Q1 2023 and 6 closed out, a net change of +9 holders.
  • The largest First Mid Bancshares buyer in Q1 2023 was Valeo Financial Advisors, an estimated $4.64M added.
  • The largest First Mid Bancshares seller in Q1 2023 was Citadel Advisors, an estimated $877K sold.

Based on aggregated 13F filings for Q1 2023.