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First Bank

74 hedge funds and large institutions have $95.8M invested in First Bank in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% more ownership

Funds ownership: 47.41%48.34% (+0.94%)

0% more funds holding

Funds holding: 7474 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

19% less capital invested

Capital invested by funds: $119M → $95.8M (-$22.7M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
19
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$16.1M
BFC
2
Banc Funds Company
Illinois
$13.2M +$258K +20,000 +2%
BlackRock
3
BlackRock
New York
$12.2M +$3.63M +281,640 +30%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.42M +$1.41M +109,490 +13%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$7.19M +$509K +39,484 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$6.77M -$616K -47,800 -7%
CMS
7
Capital Market Strategies
Florida
$3.19M +$6.45K +500 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.97M +$62.3K +4,829 +2%
State Street
9
State Street
Massachusetts
$2.89M -$80.6K -6,254 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$2.81M -$664K -51,482 -16%
BCM
11
BHZ Capital Management
California
$2.68M -$33.4K -2,592 -1%
IA
12
IAM Advisory
Pennsylvania
$1.84M +$10.2K +792 +0.4%
JCP
13
Jennifer C. Price
$1.56M -$593K -46,015 -23%
Northern Trust
14
Northern Trust
Illinois
$1.25M -$45.4K -3,522 -3%
BCM
15
Bridgeway Capital Management
Texas
$1.03M -$52.7K -4,085 -4%
FP
16
Foundry Partners
Minnesota
$897K -$5.41K -420 -0.5%
GJL
17
Gendell Jeffrey L
$711K
Bank of America
18
Bank of America
North Carolina
$609K -$176K -13,656 -18%
Morgan Stanley
19
Morgan Stanley
New York
$592K +$130K +10,049 +21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$585K -$6.08K -472 -0.8%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$432K
Charles Schwab
22
Charles Schwab
California
$418K
Barclays
23
Barclays
United Kingdom
$402K +$142K +11,043 +38%
JAM
24
Jacobs Asset Management
New York
$378K +$483K +37,447 New
CIC
25
Cornercap Investment Counsel
Georgia
$368K

FRBA Hedge Fund Activity: Q1 2023 in Review

74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q1 2023, worth a combined $95.8M — down 19% from $119M a quarter earlier.

Fund positioning in FRBA was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 19 added to existing stakes and 27 trimmed.

The largest buyer was BlackRock, adding an estimated $3.63M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $1.16M sold.

  • 74 institutional investors held First Bank (FRBA) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $95.8M of First Bank stock for Q1 2023, down 19% quarter-over-quarter.
  • 5 funds opened new First Bank positions in Q1 2023 and 5 closed out, a net change of 0 holders.
  • The largest First Bank buyer in Q1 2023 was BlackRock, an estimated $3.63M added.
  • The largest First Bank seller in Q1 2023 was Hillsdale Investment Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.