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First Bank
FRBA

16 hedge funds and large institutions have $10.8M invested in First Bank in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

8% more capital invested

Capital invested by funds: $10M → $10.8M (+$818K)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

6% less funds holding

Funds holding: 17 → 16 (-1)

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$302K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$213K
3
BFC
Banc Funds Company
Illinois
+$115K
4
FCM
FJ Capital Management
Virginia
+$50.7K
5
PFBT
Parkside Financial Bank & Trust
Missouri
+$12.1K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$18.5K
2
TRCT
Tower Research Capital (TRC)
New York
-$1.12K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.74M +$302K +49,946 +7%
BFC
2
Banc Funds Company
Illinois
$2.46M +$115K +19,000 +5%
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.32M +$213K +35,194 +20%
HighTower Advisors
4
HighTower Advisors
Illinois
$817K -$18.5K -3,068 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$595K – – –
EMFAT
6
Emerald Mutual Fund Advisers Trust
Pennsylvania
$406K – – –
FCM
7
FJ Capital Management
Virginia
$221K +$50.7K +8,400 +31%
PFBT
8
Parkside Financial Bank & Trust
Missouri
$81K +$12.1K +2,000 +18%
RC
9
RegentAtlantic Capital
New Jersey
$79K – – –
UBS Group
10
UBS Group
Switzerland
$62K +$59.2K +9,805 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$34K – – –
BIM
12
BlackRock Investment Management
Delaware
$9K – – –
HCM
13
Highlander Capital Management
New Jersey
$8K – – –
GT
14
Glenmede Trust
Pennsylvania
$3K – – –
Morgan Stanley
15
Morgan Stanley
New York
$1K – – –
TRCT
16
Tower Research Capital (TRC)
New York
– -$1.12K -185 -93%

FRBA Hedge Fund Activity: Q4 2014 in Review

16 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q4 2014, worth a combined $10.8M — up 8.2% from $10M a quarter earlier.

Fund positioning in FRBA was balanced in Q4 2014: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $302K. The largest seller was HighTower Advisors, cutting an estimated $18.5K.

  • 16 institutional investors held First Bank (FRBA) as of Q4 2014, down from 17 in Q3 2014.
  • Funds reported $10.8M of First Bank stock for Q4 2014, up 8.2% quarter-over-quarter.
  • 1 fund opened new First Bank positions in Q4 2014 and 1 closed out, a net change of 0 holders.
  • The largest First Bank buyer in Q4 2014 was Wellington Management Group, an estimated $302K added.
  • The largest First Bank seller in Q4 2014 was HighTower Advisors, an estimated $18.5K sold.

Based on aggregated 13F filings for Q4 2014.