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First Bank
FRBA

67 hedge funds and large institutions have $102M invested in First Bank in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $80.1M → $102M (+$21.9M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 66 → 67 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.83% less ownership

Funds ownership: 43.53% → 42.71% (-0.83%)

14% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 21

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
18
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.13M
2
BlackRock
BlackRock
New York
+$911K
3
Renaissance Technologies
Renaissance Technologies
New York
+$704K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$315K
5
PPA
Parametric Portfolio Associates
Washington
+$209K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.26M
2
BCM
BHZ Capital Management
California
-$636K
3
State Street
State Street
Massachusetts
-$631K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$464K
5
BPA
Beacon Pointe Advisors
California
-$413K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$62K -$3.1K -287 -5%
Acadian Asset Management
52
Acadian Asset Management
Massachusetts
$37K +$33K +3,048 New
GEA
53
Glen Eagle Advisors
New Jersey
$36.5K – – –
First Manhattan
54
First Manhattan
New York
$31K – – –
KFI
55
Key Financial Inc
Pennsylvania
$30K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$23K -$59.3K -5,480 -75%
Legal & General Group
57
Legal & General Group
United Kingdom
$18K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$18K +$7.62K +705 +95%
AIP
59
Ameritas Investment Partners
Nebraska
$16K – – –
Citigroup
60
Citigroup
New York
$13K -$22.7K -2,098 -66%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$11K -$23.3K -2,158 -70%
PAM
62
Panagora Asset Management
Massachusetts
$6K – – –
BCA
63
Berman Capital Advisors
Georgia
$2K – – –
TWA
64
TCI Wealth Advisors
Arizona
$2K +$1.63K +151 New
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$1K +$1.17K +108 New
AIG
66
American International Group
New York
$114 +$270 +25 +0.3%
BPA
67
Beacon Pointe Advisors
California
– -$413K -44,049 Closed
ZCM
68
Zebra Capital Management
Connecticut
– -$148K -15,812 Closed
PWM
69
Perigon Wealth Management
California
– -$103K -11,000 Closed
Millennium Management
70
Millennium Management
New York
– -$98K -10,407 Closed
KC
71
Kinloch Capital
Virginia
– -$9K -1,000 Closed
PWPS
72
Pinnacle Wealth Planning Services
Ohio
– -$7K -740 Closed
Osaic Holdings
73
Osaic Holdings
Arizona
– -$4K -381 Closed
GWS
74
Glassman Wealth Services
Virginia
– +$108 +10 New
1 2
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FRBA Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q1 2021, worth a combined $102M — up 27% from $80.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FRBA positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 21 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.13M. The largest seller was Vanguard Group, cutting an estimated $2.26M.

  • 67 institutional investors held First Bank (FRBA) as of Q1 2021, up from 66 in Q4 2020.
  • Funds reported $102M of First Bank stock for Q1 2021, up 27% quarter-over-quarter.
  • 8 funds opened new First Bank positions in Q1 2021 and 7 closed out, a net change of +1 holder.
  • The largest First Bank buyer in Q1 2021 was Fourthstone LLC, an estimated $1.13M added.
  • The largest First Bank seller in Q1 2021 was Vanguard Group, an estimated $2.26M sold.

Based on aggregated 13F filings for Q1 2021.