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First Bank
FRBA

17 hedge funds and large institutions have $10M invested in First Bank in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

18% more capital invested

Capital invested by funds: $8.51M → $10M (+$1.51M)

13% more funds holding

Funds holding: 15 → 17 (+2)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.08M
2
FCM
FJ Capital Management
Virginia
+$165K
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.1K
4
U
UBS
Switzerland
+$6.82K
5
BIM
BlackRock Investment Management
Delaware
+$4.54K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$9.38K
2
GSC
Ground Swell Capital
South Carolina
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.39M +$22.1K +3,624 +0.5%
BFC
2
Banc Funds Company
Illinois
$2.31M – – –
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.09M +$1.08M +176,627 New
HighTower Advisors
4
HighTower Advisors
Illinois
$825K – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$589K – – –
EMFAT
6
Emerald Mutual Fund Advisers Trust
Pennsylvania
$400K – – –
FCM
7
FJ Capital Management
Virginia
$166K +$165K +27,018 New
RC
8
RegentAtlantic Capital
New Jersey
$78K – – –
PFBT
9
Parkside Financial Bank & Trust
Missouri
$68K – – –
U
10
UBS
Switzerland
$59K +$6.82K +1,116 +13%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$34K – – –
HCM
12
Highlander Capital Management
New Jersey
$8.36K – – –
BIM
13
BlackRock Investment Management
Delaware
$8K +$4.54K +743 +118%
GT
14
Glenmede Trust
Pennsylvania
$3K – – –
TRCT
15
Tower Research Capital (TRC)
New York
$1K -$9.38K -1,536 -88%
Morgan Stanley
16
Morgan Stanley
New York
$1K – – –
GSC
17
Ground Swell Capital
South Carolina
– -$1K -200 Closed
Bank of America
18
Bank of America
North Carolina
– +$305 +50 New

FRBA Hedge Fund Activity: Q3 2014 in Review

17 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q3 2014, worth a combined $10M — up 18% from $8.51M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FRBA positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $1.08M. The largest seller was Tower Research Capital (TRC), cutting an estimated $9.38K.

  • 17 institutional investors held First Bank (FRBA) as of Q3 2014, up from 15 in Q2 2014.
  • Funds reported $10M of First Bank stock for Q3 2014, up 18% quarter-over-quarter.
  • 3 funds opened new First Bank positions in Q3 2014 and 1 closed out, a net change of +2 holders.
  • The largest First Bank buyer in Q3 2014 was Punch & Associates Investment Management, an estimated $1.08M added.
  • The largest First Bank seller in Q3 2014 was Tower Research Capital (TRC), an estimated $9.38K sold.

Based on aggregated 13F filings for Q3 2014.