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First Mid Bancshares

103 hedge funds and large institutions have $241M invested in First Mid Bancshares in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

26% more capital invested

Capital invested by funds: $191M → $241M (+$49.8M)

3% more funds holding

Funds holding: 100103 (+3)

0.52% less ownership

Funds ownership: 38.56%38.05% (-0.52%)

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
42
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$37.7M -$2.15M -77,284 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.6M +$1.63M +58,456 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.1M +$1.08M +38,988 +6%
FL
4
Fourthstone LLC
Missouri
$12.4M +$12.2M +438,958 +1,627%
GKIM
5
GW&K Investment Management
Massachusetts
$11.1M +$2.13M +76,725 +22%
State Street
6
State Street
Massachusetts
$11M +$33.6K +1,206 +0.3%
ECA
7
Endeavour Capital Advisors
Connecticut
$10.9M +$11.4M +410,215 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.1M +$602K +21,643 +6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$7.39M
KCM
10
Kennedy Capital Management
Missouri
$7.22M +$514K +18,490 +7%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.38M +$65.5K +2,356 +1%
GJL
12
Gendell Jeffrey L
$5.71M +$5.98M +215,119 New
Northern Trust
13
Northern Trust
Illinois
$5.54M +$430K +15,460 +8%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$5.02M +$2.29M +82,190 +77%
American Century Companies
15
American Century Companies
Missouri
$4.84M -$2.41M -86,566 -32%
JAM
16
Jacobs Asset Management
New York
$4.72M -$1.39M -49,999 -22%
Creative Planning
17
Creative Planning
Kansas
$4.14M +$4.34M +156,035 New
Charles Schwab
18
Charles Schwab
California
$3.87M +$328K +11,799 +9%
SCP
19
Siena Capital Partners
Illinois
$3.1M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.58M +$49.8K +1,790 +2%
BCM
21
Bridgeway Capital Management
Texas
$2.56M +$101K +3,634 +4%
WWM
22
Western Wealth Management
Colorado
$2.34M
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$2.25M -$897K -32,246 -28%
MGIA
24
Moneta Group Investment Advisors
Missouri
$2.2M -$237K -8,507 -9%
Wells Fargo
25
Wells Fargo
California
$1.56M -$56.1K -2,015 -3%

FMBH Hedge Fund Activity: Q3 2023 in Review

103 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q3 2023, worth a combined $241M — up 26% from $191M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FMBH positions and 6 closed out — a net gain of 4 holders — while 42 added to existing stakes and 25 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $12.2M. The largest seller was Valeo Financial Advisors, cutting an estimated $3.9M.

  • 103 institutional investors held First Mid Bancshares (FMBH) as of Q3 2023, up from 100 in Q2 2023.
  • Funds reported $241M of First Mid Bancshares stock for Q3 2023, up 26% quarter-over-quarter.
  • 10 funds opened new First Mid Bancshares positions in Q3 2023 and 6 closed out, a net change of +4 holders.
  • The largest First Mid Bancshares buyer in Q3 2023 was Fourthstone LLC, an estimated $12.2M added.
  • The largest First Mid Bancshares seller in Q3 2023 was Valeo Financial Advisors, an estimated $3.9M sold.

Based on aggregated 13F filings for Q3 2023.