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FRC.PRA.CL

First Republic Bank

Delisted

FRC.PRA.CL was delisted on the 27th of January, 2017.

4 hedge funds and large institutions have $5M invested in First Republic Bank in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less funds holding

Funds holding: 54 (-1)

41% less capital invested

Capital invested by funds: $8.51M → $5M (-$3.51M)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1
Baldwin Wealth Partners
Massachusetts
$2.16M -$1.72M -69,445 -43%
KIA
2
KCM Investment Advisors
California
$1.67M +$137K +5,549 +9%
PR
3
Payden & Rygel
California
$1.1M -$1.24M -50,100 -52%
RFA
4
Reilly Financial Advisors
California
$67K
GT
5
Glenmede Trust
Pennsylvania
-$23K -900 Closed

FRC.PRA.CL Hedge Fund Activity: Q3 2013 in Review

4 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in First Republic Bank (FRC.PRA.CL) for Q3 2013, worth a combined $5M — down 41% from $8.51M a quarter earlier.

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

The largest buyer was KCM Investment Advisors, adding an estimated $137K. The largest seller was Baldwin Wealth Partners, cutting an estimated $1.72M.

  • 4 institutional investors held First Republic Bank (FRC.PRA.CL) as of Q3 2013, down from 5 in Q2 2013.
  • Funds reported $5M of First Republic Bank stock for Q3 2013, down 41% quarter-over-quarter.
  • 0 funds opened new First Republic Bank positions in Q3 2013 and 1 closed out, a net change of -1 holder.
  • The largest First Republic Bank buyer in Q3 2013 was KCM Investment Advisors, an estimated $137K added.
  • The largest First Republic Bank seller in Q3 2013 was Baldwin Wealth Partners, an estimated $1.72M sold.

Based on aggregated 13F filings for Q3 2013.