First Bank
FRBA
96 hedge funds and large institutions have $198M invested in First Bank in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 10 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
2% more funds holding
Funds holding: 94 → 96 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more call options, than puts
Call options by funds: $3K | Put options by funds: $3K
0.02% less ownership
Funds ownership: 55.66% → 55.64% (-0.02%)
7% less capital invested
Capital invested by funds: $214M → $198M (-$16M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$999K |
| 2 |
JP Morgan Chase
New York
|
+$593K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$572K |
| 4 |
SO
STRS Ohio
Columbus,
Ohio
|
+$464K |
| 5 |
B
Bailard
Foster City,
California
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.92M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.11M |
| 3 |
II
Inspire Investing
Meridian,
Idaho
|
-$827K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$762K |
| 5 |
Morgan Stanley
New York
|
-$290K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$102K | -6,733 | Closed |
|
102
Allspring Global Investments
Charlotte,
North Carolina
| – | -$3.06K | -201 | Closed |
|
|
AF
103
Allworth Financial
Folsom,
California
| – | -$1.43K | -94 | Closed |
|
|
CPA
104
Capital Performance Advisors
Walnut Creek,
California
| – | -$669 | -44 | Closed |
|
105
Lazard Asset Management
New York
| – | +$849 | +58 | New |
|
FRBA Hedge Fund Activity: Q4 2024 in Review
96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q4 2024, worth a combined $198M — down 7.5% from $214M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FRBA positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $999K. The largest seller was Wellington Management Group, cutting an estimated $1.92M.
- 96 institutional investors held First Bank (FRBA) as of Q4 2024, up from 94 in Q3 2024.
- Funds reported $198M of First Bank stock for Q4 2024, down 7.5% quarter-over-quarter.
- 13 funds opened new First Bank positions in Q4 2024 and 10 closed out, a net change of +3 holders.
- The largest First Bank buyer in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $999K added.
- The largest First Bank seller in Q4 2024 was Wellington Management Group, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2024.