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First Bank
FRBA

85 hedge funds and large institutions have $168M invested in First Bank in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 19

83% more call options, than puts

Call options by funds: $11K | Put options by funds: $6K

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

4% more funds holding

Funds holding: 82 → 85 (+3)

1.35% more ownership

Funds ownership: 50.97% → 52.31% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less capital invested

Capital invested by funds: $177M → $168M (-$9.09M)

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
37
Reduced
19
Closed
6
Calls
$11K
Puts
$6K
Net Calls
+$5K
Net Calls Change
+$4K

Top Buyers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
+$872K
2
BlackRock
BlackRock
New York
+$751K
3
State Street
State Street
Massachusetts
+$492K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$468K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$398K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$540K
2
BFC
Banc Funds Company
Illinois
-$403K
3
Bank of America
Bank of America
North Carolina
-$306K
4
DA
Denali Advisors
California
-$293K
5
BCP
BlackBarn Capital Partners
New York
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$20.2K +$147 +12 +0.8%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$19.5K -$6.4K -523 -25%
AB
78
Amalgamated Bank
New York
$9K +$2.12K +173 +32%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$7.52K +$37 +3 +0.5%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.88K +399 +330%
SOW
81
State of Wyoming
Wyoming
$5.17K -$1.36K -111 -21%
HBW
82
Hazlett, Burt & Watson
West Virginia
$5K – – –
GI
83
GAMMA Investing
California
$612 – – –
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$548 – – –
IC
85
Innealta Capital
Texas
$76 +$73 +6 New
DA
86
Denali Advisors
California
– -$293K -21,300 Closed
BCP
87
BlackBarn Capital Partners
New York
– -$251K -18,296 Closed
AIG
88
American International Group
New York
– -$138K -10,052 Closed
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
– -$15K -1,090 Closed
HIM
90
Hillsdale Investment Management
Ontario, Canada
– -$6.18K -450 Closed
AWM
91
Avior Wealth Management
Nebraska
– -$41 -3 Closed
1 2 3
4

FRBA Hedge Fund Activity: Q2 2024 in Review

85 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q2 2024, worth a combined $168M — down 5.1% from $177M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FRBA positions and 6 closed out — a net gain of 3 holders — while 37 added to existing stakes and 19 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $872K. The largest seller was Morgan Stanley, cutting an estimated $540K.

  • 85 institutional investors held First Bank (FRBA) as of Q2 2024, up from 82 in Q1 2024.
  • Funds reported $168M of First Bank stock for Q2 2024, down 5.1% quarter-over-quarter.
  • 9 funds opened new First Bank positions in Q2 2024 and 6 closed out, a net change of +3 holders.
  • The largest First Bank buyer in Q2 2024 was Segall Bryant & Hamill, an estimated $872K added.
  • The largest First Bank seller in Q2 2024 was Morgan Stanley, an estimated $540K sold.

Based on aggregated 13F filings for Q2 2024.