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First Mid Bancshares
FMBH

112 hedge funds and large institutions have $318M invested in First Mid Bancshares in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 113 → 112 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

7.28% less ownership

Funds ownership: 47.96% → 40.68% (-7.3%)

20% less capital invested

Capital invested by funds: $396M → $318M (-$78.7M)

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
35
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55M
4
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$1.34M
5
American Century Companies
American Century Companies
Missouri
+$1.19M

Top Sellers

1
BP
Ballentine Partners
Massachusetts
-$65.2M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$2.84M
3
Morgan Stanley
Morgan Stanley
New York
-$2.78M
4
Northern Trust
Northern Trust
Illinois
-$1.11M
5
Citadel Advisors
Citadel Advisors
Florida
-$834K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$58.4M +$35.8K +1,134 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$42.2M +$2.7M +85,434 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.2M +$1.97M +62,413 +9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$15.6M +$337K +10,691 +2%
State Street
5
State Street
Massachusetts
$15.6M +$892K +28,270 +6%
ECA
6
Endeavour Capital Advisors
Connecticut
$14M +$537K +17,002 +4%
GKIM
7
GW&K Investment Management
Massachusetts
$12.9M -$221K -7,000 -2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$11.2M +$1.55M +49,200 +17%
American Century Companies
9
American Century Companies
Missouri
$8.99M +$1.19M +37,823 +16%
KCM
10
Kennedy Capital Management
Missouri
$8.89M -$270K -8,555 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.64M -$42.5K -1,348 -0.6%
GJL
12
Gendell Jeffrey L
$7.03M – – –
Northern Trust
13
Northern Trust
Illinois
$6.64M -$1.11M -35,094 -15%
Charles Schwab
14
Charles Schwab
California
$5.85M +$74.3K +2,354 +1%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.28M +$279K +8,844 +7%
SCP
16
Siena Capital Partners
Illinois
$4.2M – – –
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$4.15M +$1.34M +42,343 +50%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.6M -$21.1K -667 -0.6%
JAM
19
Jacobs Asset Management
New York
$3.52M – – –
BCM
20
Bridgeway Capital Management
Texas
$3.42M +$127K +4,015 +4%
Creative Planning
21
Creative Planning
Kansas
$3.41M +$187K +5,916 +6%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$2.85M -$2.84M -90,050 -51%
WWM
23
Western Wealth Management
Colorado
$2.78M – – –
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.19M +$481K +15,227 +29%
MGIA
25
Moneta Group Investment Advisors
Missouri
$2.13M +$87K +2,755 +4%
1
2 3 4 5

FMBH Hedge Fund Activity: Q1 2024 in Review

112 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Mid Bancshares (FMBH) for Q1 2024, worth a combined $318M — down 20% from $396M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FMBH and 12 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 35 added.

The largest buyer was Vanguard Group, adding an estimated $2.7M. The largest seller was Ballentine Partners, exiting entirely with an estimated $65.2M sold.

  • 112 institutional investors held First Mid Bancshares (FMBH) as of Q1 2024, down from 113 in Q4 2023.
  • Funds reported $318M of First Mid Bancshares stock for Q1 2024, down 20% quarter-over-quarter.
  • 12 funds opened new First Mid Bancshares positions in Q1 2024 and 13 closed out, a net change of -1 holder.
  • The largest First Mid Bancshares buyer in Q1 2024 was Vanguard Group, an estimated $2.7M added.
  • The largest First Mid Bancshares seller in Q1 2024 was Ballentine Partners, an estimated $65.2M sold.

Based on aggregated 13F filings for Q1 2024.