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First Bank

94 hedge funds and large institutions have $214M invested in First Bank in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $15K | Put options by funds: $3K

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

27% more capital invested

Capital invested by funds: $168M → $214M (+$45.3M)

11% more funds holding

Funds holding: 8594 (+9)

3.34% more ownership

Funds ownership: 52.31%55.66% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
37
Reduced
17
Closed
5
Calls
$15K
Puts
$3K
Net Calls
+$12K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$30.9M
BlackRock
2
BlackRock
New York
$27.9M +$1.08M +74,393 +4%
BFC
3
Banc Funds Company
Illinois
$22.9M
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.1M +$194K +13,336 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.2M +$478K +32,791 +4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$13.1M -$251K -17,200 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$12.7M +$2.36M +161,761 +24%
PCA
8
PL Capital Advisors
Florida
$7.28M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.13M +$74.5K +5,105 +1%
State Street
10
State Street
Massachusetts
$5.84M +$327K +22,452 +6%
CMS
11
Capital Market Strategies
Florida
$5.28M
WSFS
12
Wilmington Savings Fund Society
Delaware
$3.87M +$3.71M +254,719 New
American Century Companies
13
American Century Companies
Missouri
$3.06M +$911K +62,441 +45%
IA
14
IAM Advisory
Pennsylvania
$2.85M +$10.9K +748 +0.4%
Northern Trust
15
Northern Trust
Illinois
$2.7M +$45K +3,085 +2%
BCM
16
Bridgeway Capital Management
Texas
$2.58M +$62.5K +4,288 +3%
PU
17
Petiole USA
New York
$2.35M
Morgan Stanley
18
Morgan Stanley
New York
$2.34M +$578K +39,615 +35%
FP
19
Foundry Partners
Minnesota
$1.78M +$288K +19,735 +20%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.65M -$230K -15,757 -13%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.43M
EF
22
Empowered Funds
Pennsylvania
$1.28M +$62.5K +4,288 +5%
Goldman Sachs
23
Goldman Sachs
New York
$1.23M +$499K +34,186 +73%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.16M +$1.11M +76,233 New
SBH
25
Segall Bryant & Hamill
Illinois
$1.11M +$22.1K +1,515 +2%

FRBA Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q3 2024, worth a combined $214M — up 27% from $168M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FRBA positions and 5 closed out — a net gain of 9 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was Wilmington Savings Fund Society, opening a new position worth an estimated $3.71M. The largest seller was Jacobs Asset Management, exiting entirely with an estimated $1.38M sold.

  • 94 institutional investors held First Bank (FRBA) as of Q3 2024, up from 85 in Q2 2024.
  • Funds reported $214M of First Bank stock for Q3 2024, up 27% quarter-over-quarter.
  • 14 funds opened new First Bank positions in Q3 2024 and 5 closed out, a net change of +9 holders.
  • The largest First Bank buyer in Q3 2024 was Wilmington Savings Fund Society, an estimated $3.71M added.
  • The largest First Bank seller in Q3 2024 was Jacobs Asset Management, an estimated $1.38M sold.

Based on aggregated 13F filings for Q3 2024.