We are live on ! Find out more
FMBH icon

First Mid Bancshares

100 hedge funds and large institutions have $191M invested in First Mid Bancshares in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.43% more ownership

Funds ownership: 37.14%38.56% (+1.4%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

0% more funds holding

Funds holding: 100100 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

8% less capital invested

Capital invested by funds: $207M → $191M (-$15.5M)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
36
Reduced
34
Closed
11
Calls
$695K
Puts
Net Calls
+$695K
Net Calls Change
+$695K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$36.1M +$2.55M +102,179 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.7M +$425K +17,065 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.6M +$365K +14,647 +2%
State Street
4
State Street
Massachusetts
$9.94M +$90.3K +3,625 +0.9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$8.68M -$150K -6,038 -2%
GKIM
6
GW&K Investment Management
Massachusetts
$8.28M +$1.22M +49,091 +17%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.72M +$1.1M +43,976 +19%
American Century Companies
8
American Century Companies
Missouri
$6.49M -$5.47M -219,402 -45%
KCM
9
Kennedy Capital Management
Missouri
$6.12M +$57.7K +2,316 +0.9%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.74M +$268K +10,762 +5%
JAM
11
Jacobs Asset Management
New York
$5.5M +$2.38M +95,426 +72%
Northern Trust
12
Northern Trust
Illinois
$4.66M -$14.4K -579 -0.3%
VFA
13
Valeo Financial Advisors
Indiana
$3.68M -$289K -11,582 -7%
Charles Schwab
14
Charles Schwab
California
$3.23M +$54.2K +2,173 +2%
SCP
15
Siena Capital Partners
Illinois
$3.1M
DRZID
16
DePrince Race & Zollo Inc (DRZ)
Florida
$2.82M -$16.3K -654 -0.6%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$2.58M +$743K +29,820 +39%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.3M +$3.61K +145 +0.2%
BCM
19
Bridgeway Capital Management
Texas
$2.24M +$35.5K +1,426 +2%
MGIA
20
Moneta Group Investment Advisors
Missouri
$2.21M +$2.28M +91,472 New
WWM
21
Western Wealth Management
Colorado
$2.13M
Goldman Sachs
22
Goldman Sachs
New York
$1.49M +$511K +20,514 +50%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.47M +$1.15M +46,058 +308%
Wells Fargo
24
Wells Fargo
California
$1.47M +$105K +4,216 +7%
Boston Partners
25
Boston Partners
Massachusetts
$1.46M -$87.2K -3,498 -5%

FMBH Hedge Fund Activity: Q2 2023 in Review

100 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q2 2023, worth a combined $191M — down 7.5% from $207M a quarter earlier.

Fund positioning in FMBH was balanced in Q2 2023: 11 funds opened new positions, 11 closed out, 36 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $2.55M. The largest seller was American Century Companies, cutting an estimated $5.47M.

  • 100 institutional investors held First Mid Bancshares (FMBH) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $191M of First Mid Bancshares stock for Q2 2023, down 7.5% quarter-over-quarter.
  • 11 funds opened new First Mid Bancshares positions in Q2 2023 and 11 closed out, a net change of 0 holders.
  • The largest First Mid Bancshares buyer in Q2 2023 was BlackRock, an estimated $2.55M added.
  • The largest First Mid Bancshares seller in Q2 2023 was American Century Companies, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2023.