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First Bank
FRBA

15 hedge funds and large institutions have $11.3M invested in First Bank in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

4% more capital invested

Capital invested by funds: $10.8M → $11.3M (+$419K)

6% less funds holding

Funds holding: 16 → 15 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
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
+$509K
2
PAIM
Punch & Associates Investment Management
Minnesota
+$152K
3
BFC
Banc Funds Company
Illinois
+$133K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.67K
5
UBS Group
UBS Group
Switzerland
+$3.2K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$34K
2
FCM
FJ Capital Management
Virginia
-$2.53K
3
Morgan Stanley
Morgan Stanley
New York
-$1.03K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.09M +$509K +84,147 +11%
BFC
2
Banc Funds Company
Illinois
$2.51M +$133K +22,000 +6%
PAIM
3
Punch & Associates Investment Management
Minnesota
$1.43M +$152K +25,094 +12%
HighTower Advisors
4
HighTower Advisors
Illinois
$790K – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$584K +$9.67K +1,600 +2%
EMFAT
6
Emerald Mutual Fund Advisers Trust
Pennsylvania
$404K – – –
FCM
7
FJ Capital Management
Virginia
$214K -$2.53K -418 -1%
PFBT
8
Parkside Financial Bank & Trust
Missouri
$78K – – –
RC
9
RegentAtlantic Capital
New Jersey
$76K – – –
UBS Group
10
UBS Group
Switzerland
$62K +$3.2K +529 +5%
BIM
11
BlackRock Investment Management
Delaware
$8K – – –
HCM
12
Highlander Capital Management
New Jersey
$8K – – –
GT
13
Glenmede Trust
Pennsylvania
$3K – – –
TRCT
14
Tower Research Capital (TRC)
New York
$3K +$2.42K +400 +2,667%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
– -$34K -5,500 Closed
Morgan Stanley
16
Morgan Stanley
New York
– -$1.03K -170 -91%

FRBA Hedge Fund Activity: Q1 2015 in Review

15 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q1 2015, worth a combined $11.3M — up 3.9% from $10.8M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FRBA and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.

The largest buyer was Wellington Management Group, adding an estimated $509K. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $34K sold.

  • 15 institutional investors held First Bank (FRBA) as of Q1 2015, down from 16 in Q4 2014.
  • Funds reported $11.3M of First Bank stock for Q1 2015, up 3.9% quarter-over-quarter.
  • 0 funds opened new First Bank positions in Q1 2015 and 1 closed out, a net change of -1 holder.
  • The largest First Bank buyer in Q1 2015 was Wellington Management Group, an estimated $509K added.
  • The largest First Bank seller in Q1 2015 was PNC Financial Services Group, an estimated $34K sold.

Based on aggregated 13F filings for Q1 2015.