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First Bank
FRBA

78 hedge funds and large institutions have $127M invested in First Bank in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

13% more funds holding

Funds holding: 69 → 78 (+9)

11% more capital invested

Capital invested by funds: $115M → $127M (+$12.6M)

3.22% more ownership

Funds ownership: 41.47% → 44.69% (+3.2%)

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
26
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FP
Foundry Partners
Minnesota
+$1.33M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.17M
3
SCC
Second Curve Capital
Pennsylvania
+$891K
4
BPA
Beacon Pointe Advisors
California
+$654K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$470K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$1.08M
2
KCM
Kennedy Capital Management
Missouri
-$641K
3
Morgan Stanley
Morgan Stanley
New York
-$604K
4
WG
Winton Group
United Kingdom
-$413K
5
Wells Fargo
Wells Fargo
California
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$639K +$654K +44,049 New
Victory Capital Management
27
Victory Capital Management
Texas
$630K -$74.3K -5,000 -10%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$620K – – –
SO
29
STRS Ohio
Ohio
$613K – – –
PP
30
PFS Partners
New Jersey
$586K +$600K +40,416 New
Charles Schwab
31
Charles Schwab
California
$575K +$832 +56 +0.1%
JP Morgan Chase
32
JP Morgan Chase
New York
$574K +$149K +10,047 +34%
N
33
Nuveen
North Carolina
$567K -$48.1K -3,240 -8%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$565K +$138K +9,312 +31%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$547K +$3.03K +204 +0.5%
Wells Fargo
36
Wells Fargo
California
$538K -$390K -26,283 -41%
Barclays
37
Barclays
United Kingdom
$533K +$186K +12,548 +52%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$499K -$205K -13,807 -29%
Millennium Management
39
Millennium Management
New York
$346K +$198K +13,294 +126%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$330K -$371 -25 -0.1%
PAG
41
Private Advisor Group
New Jersey
$308K – – –
ARC
42
Advisor Resource Council
Texas
$262K +$269K +18,083 New
UBS Group
43
UBS Group
Switzerland
$249K +$238K +16,008 +1,458%
Morgan Stanley
44
Morgan Stanley
New York
$225K -$604K -40,666 -72%
Citadel Advisors
45
Citadel Advisors
Florida
$222K +$227K +15,285 New
FA
46
Fountainhead AM
New Jersey
$221K -$6.55K -441 -3%
PTC
47
Philadelphia Trust Company
Pennsylvania
$218K – – –
SEI Investments
48
SEI Investments
Pennsylvania
$209K +$214K +14,373 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$192K +$163K +10,962 +482%
AQR Capital Management
50
AQR Capital Management
Connecticut
$175K +$179K +12,029 New
1
2
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FRBA Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q4 2021, worth a combined $127M — up 11% from $115M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FRBA positions and 8 closed out — a net gain of 10 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $1.33M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $1.08M sold.

  • 78 institutional investors held First Bank (FRBA) as of Q4 2021, up from 69 in Q3 2021.
  • Funds reported $127M of First Bank stock for Q4 2021, up 11% quarter-over-quarter.
  • 18 funds opened new First Bank positions in Q4 2021 and 8 closed out, a net change of +10 holders.
  • The largest First Bank buyer in Q4 2021 was Foundry Partners, an estimated $1.33M added.
  • The largest First Bank seller in Q4 2021 was Fourthstone LLC, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2021.