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Primis Financial Corp
FRST

113 hedge funds and large institutions have $236M invested in Primis Financial Corp in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

75% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 12

66% more capital invested

Capital invested by funds: $142M → $236M (+$94M)

31% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 29

9% more funds holding

Funds holding: 104 → 113 (+9)

4.97% more ownership

Funds ownership: 70.6% → 75.56% (+5%)

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
38
Reduced
29
Closed
12
Calls
$18K
Puts
–
Net Calls
+$18K
Net Calls Change
+$105K

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$3.02M
2
FL
Fourthstone LLC
Missouri
+$2.95M
3
Morgan Stanley
Morgan Stanley
New York
+$1.93M
4
MCM
Maltese Capital Management
New York
+$1.91M
5
BlackRock
BlackRock
New York
+$1.61M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.71M
2
Franklin Resources
Franklin Resources
California
-$3.21M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$1.87M
4
BCM
BHZ Capital Management
California
-$1.25M
5
EC
EJF Capital
Virginia
-$431K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
BHZ Capital Management
California
$1.55M -$1.25M -128,063 -51%
LSV Asset Management
27
LSV Asset Management
Illinois
$1.5M -$36.1K -3,700 -3%
Millennium Management
28
Millennium Management
New York
$1.47M +$1.13M +116,208 New
PU
29
Petiole USA
New York
$1.38M – – –
Prudential Financial
30
Prudential Financial
New Jersey
$1.38M +$94.7K +9,700 +10%
OF
31
Outfitter Financial
Maine
$1.34M -$18.5K -1,900 -2%
American Century Companies
32
American Century Companies
Missouri
$1.33M +$13.8K +1,410 +1%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$1.32M +$1.02M +104,079 New
HIM
34
Hillsdale Investment Management
Ontario, Canada
$1.15M +$889K +91,069 New
Two Sigma Investments
35
Two Sigma Investments
New York
$1.06M +$315K +32,272 +63%
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$944K -$113K -11,532 -13%
N
37
Nuveen
North Carolina
$927K +$27.4K +2,807 +4%
PH
38
Pinnacle Holdings
Oklahoma
$873K – – –
EMFAT
39
Emerald Mutual Fund Advisers Trust
Pennsylvania
$863K – – –
Two Sigma Advisers
40
Two Sigma Advisers
New York
$824K +$60K +6,144 +10%
Victory Capital Management
41
Victory Capital Management
Texas
$779K -$204K -20,900 -25%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$774K -$2.3K -236 -0.4%
Citigroup
43
Citigroup
New York
$750K +$133K +13,648 +30%
Charles Schwab
44
Charles Schwab
California
$717K – – –
Ameriprise
45
Ameriprise
Minnesota
$716K +$24.5K +2,511 +5%
EM
46
ELCO Management
New York
$707K +$1.95K +200 +0.4%
AUB
47
Atlantic Union Bankshares
Virginia
$702K – – –
QC
48
Quadrature Capital
United Kingdom
$661K +$509K +52,174 New
GCP
49
GSA Capital Partners
United Kingdom
$659K -$98.5K -10,090 -16%
SO
50
STRS Ohio
Ohio
$608K -$142K -14,500 -23%
1
2
3 4 5

FRST Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Primis Financial Corp (FRST) for Q4 2023, worth a combined $236M — up 66% from $142M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FRST positions and 12 closed out — a net gain of 9 holders — while 38 added to existing stakes and 29 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $3.02M. The largest seller was Wellington Management Group, exiting entirely with an estimated $8.71M sold.

  • 113 institutional investors held Primis Financial Corp (FRST) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $236M of Primis Financial Corp stock for Q4 2023, up 66% quarter-over-quarter.
  • 21 funds opened new Primis Financial Corp positions in Q4 2023 and 12 closed out, a net change of +9 holders.
  • The largest Primis Financial Corp buyer in Q4 2023 was Curi RMB Capital, an estimated $3.02M added.
  • The largest Primis Financial Corp seller in Q4 2023 was Wellington Management Group, an estimated $8.71M sold.

Based on aggregated 13F filings for Q4 2023.