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First Bank

96 hedge funds and large institutions have $198M invested in First Bank in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 24

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

2% more funds holding

Funds holding: 9496 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more call options, than puts

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

0.02% less ownership

Funds ownership: 55.66%55.64% (-0.02%)

7% less capital invested

Capital invested by funds: $214M → $198M (-$16M)

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
36
Reduced
24
Closed
10
Calls
$3K
Puts
$3K
Net Calls
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1
Patriot Financial Partners
Pennsylvania
$28.6M
BlackRock
2
BlackRock
New York
$26M +$211K +14,418 +0.8%
BFC
3
Banc Funds Company
Illinois
$21.1M -$73.2K -5,000 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.9M -$762K -52,023 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$12.5M +$388K +26,500 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.5M +$337K +23,012 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$9.92M -$1.92M -130,800 -16%
PCA
8
PL Capital Advisors
Florida
$6.74M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$6.53M -$76.9K -5,253 -1%
State Street
10
State Street
Massachusetts
$5.43M +$26.9K +1,838 +0.5%
CMS
11
Capital Market Strategies
Florida
$4.89M
WSFS
12
Wilmington Savings Fund Society
Delaware
$3.58M
American Century Companies
13
American Century Companies
Missouri
$2.83M -$1.74K -119 -0.1%
IA
14
IAM Advisory
Pennsylvania
$2.65M +$11.2K +768 +0.4%
Northern Trust
15
Northern Trust
Illinois
$2.58M +$92.5K +6,319 +4%
BCM
16
Bridgeway Capital Management
Texas
$2.45M +$61.7K +4,215 +2%
PU
17
Petiole USA
New York
$2.18M
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.03M +$999K +68,260 +90%
FP
19
Foundry Partners
Minnesota
$2.02M +$380K +25,965 +22%
Morgan Stanley
20
Morgan Stanley
New York
$1.89M -$290K -19,779 -13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.45M -$79.6K -5,434 -5%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.32M +$3.25K +222 +0.2%
EF
23
Empowered Funds
Pennsylvania
$1.25M +$61.7K +4,215 +5%
Goldman Sachs
24
Goldman Sachs
New York
$1.09M -$44.3K -3,023 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.08M +$593K +40,480 +112%

FRBA Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Bank (FRBA) for Q4 2024, worth a combined $198M — down 7.5% from $214M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FRBA positions and 10 closed out — a net gain of 3 holders — while 36 added to existing stakes and 24 trimmed.

The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $999K. The largest seller was Wellington Management Group, cutting an estimated $1.92M.

  • 96 institutional investors held First Bank (FRBA) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $198M of First Bank stock for Q4 2024, down 7.5% quarter-over-quarter.
  • 13 funds opened new First Bank positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest First Bank buyer in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $999K added.
  • The largest First Bank seller in Q4 2024 was Wellington Management Group, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2024.