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First Bank
FRBA

77 hedge funds and large institutions have $188M invested in First Bank in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

42% more capital invested

Capital invested by funds: $133M → $188M (+$55.5M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1.95% more ownership

Funds ownership: 48.77% → 50.72% (+2%)

1% more funds holding

Funds holding: 76 → 77 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
7
Increased
31
Reduced
21
Closed
6
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
+$1.9M
2
Morgan Stanley
Morgan Stanley
New York
+$1.77M
3
BlackRock
BlackRock
New York
+$1.17M
4
II
Inspire Investing
Idaho
+$638K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$542K

Top Sellers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
-$712K
2
PCA
PL Capital Advisors
Florida
-$697K
3
BMCM
Bryn Mawr Capital Management
Pennsylvania
-$474K
4
SO
STRS Ohio
Ohio
-$363K
5
BFC
Banc Funds Company
Illinois
-$354K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$829K +$26K +2,100 +4%
Barclays
27
Barclays
United Kingdom
$774K +$291K +23,504 +81%
II
28
Inspire Investing
Idaho
$756K +$638K +51,450 New
American Century Companies
29
American Century Companies
Missouri
$676K -$174 -14 -0%
BPA
30
Beacon Pointe Advisors
California
$671K +$2.72K +219 +0.5%
BMCM
31
Bryn Mawr Capital Management
Pennsylvania
$655K -$474K -38,189 -46%
MA
32
Minerva Advisors
Pennsylvania
$604K – – –
PP
33
PFS Partners
New Jersey
$473K +$149 +12 +0%
UBS Group
34
UBS Group
Switzerland
$467K +$140K +11,262 +55%
N
35
Nuveen
North Carolina
$457K +$98.8K +7,969 +34%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$449K -$7.32K -590 -2%
Goldman Sachs
37
Goldman Sachs
New York
$400K -$105K -8,503 -24%
PAG
38
Private Advisor Group
New Jersey
$346K +$32.9K +2,655 +13%
SO
39
STRS Ohio
Ohio
$294K -$363K -29,300 -59%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$290K +$1.12K +90 +0.5%
JP Morgan Chase
41
JP Morgan Chase
New York
$263K +$37.6K +3,034 +20%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$247K +$11.3K +910 +6%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$228K +$21.4K +1,728 +13%
PTC
44
Philadelphia Trust Company
Pennsylvania
$221K – – –
Citadel Advisors
45
Citadel Advisors
Florida
$209K +$176K +14,226 New
Deutsche Bank
46
Deutsche Bank
Germany
$204K – – –
Invesco
47
Invesco
Georgia
$196K +$165K +13,346 New
HSA
48
HBK Sorce Advisory
Pennsylvania
$175K +$707 +57 +0.5%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$167K -$99 -8 -0.1%
SG Americas Securities
50
SG Americas Securities
New York
$165K +$139K +11,195 New
1
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FRBA Hedge Fund Activity: Q4 2023 in Review

77 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q4 2023, worth a combined $188M — up 42% from $133M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FRBA positions and 6 closed out — a net gain of 1 holder — while 31 added to existing stakes and 21 trimmed.

The largest buyer was Patriot Financial Partners, adding an estimated $1.9M. The largest seller was Jacobs Asset Management, cutting an estimated $712K.

  • 77 institutional investors held First Bank (FRBA) as of Q4 2023, up from 76 in Q3 2023.
  • Funds reported $188M of First Bank stock for Q4 2023, up 42% quarter-over-quarter.
  • 7 funds opened new First Bank positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest First Bank buyer in Q4 2023 was Patriot Financial Partners, an estimated $1.9M added.
  • The largest First Bank seller in Q4 2023 was Jacobs Asset Management, an estimated $712K sold.

Based on aggregated 13F filings for Q4 2023.