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Primis Financial Corp

96 hedge funds and large institutions have $222M invested in Primis Financial Corp in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $190M → $222M (+$31.7M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

13% less funds holding

Funds holding: 11096 (-14)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

58% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 24

Holders
96
Holders Change
-14
Holders Change %
-12.73%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
24
Reduced
37
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$148K
Wells Fargo
77
Wells Fargo
California
$126K -$589K -42,871 -83%
Ohio Public Employees Retirement System (OPERS)
78
Ohio Public Employees Retirement System (OPERS)
Ohio
$122K +$115K +8,387 New
TRCT
79
Tower Research Capital (TRC)
New York
$51K +$31.2K +2,271 +188%
JWA
80
JFS Wealth Advisors
Pennsylvania
$29K
SPIA
81
Steward Partners Investment Advisory
New York
$27.5K
Citigroup
82
Citigroup
New York
$24K -$35.2K -2,562 -60%
AIP
83
Ameritas Investment Partners
Nebraska
$23K
EARNEST Partners
84
EARNEST Partners
Georgia
$18K
SSB
85
Sandy Spring Bank
Maryland
$10K
TFA
86
Toth Financial Advisory
Virginia
$10K
SWM
87
Selective Wealth Management
Virginia
$10K +$9.62K +700 New
TWA
88
TCI Wealth Advisors
Arizona
$9K +$8.77K +638 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$4K +$3.33K +242 +2,689%
UBS Group
90
UBS Group
Switzerland
$3K -$48.6K -3,534 -94%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$3K
GRP
92
Global Retirement Partners
California
$3K +$14 +1 +0.6%
Osaic Holdings
93
Osaic Holdings
Arizona
$1K
AIG
94
American International Group
New York
$168 +$412 +30 +0.3%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$93
BCM
96
BHZ Capital Management
California
-$2.9M -239,189 Closed
Bank of New York Mellon
97
Bank of New York Mellon
New York
-$1.64M -135,369 Closed
N
98
Nuveen
North Carolina
-$1.4M -115,713 Closed
MSL
99
Mackay Shields LLC
New York
-$748K -61,800 Closed
Barclays
100
Barclays
United Kingdom
-$715K -58,990 Closed

FRST Hedge Fund Activity: Q1 2021 in Review

96 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Primis Financial Corp (FRST) for Q1 2021, worth a combined $222M — up 17% from $190M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FRST and 10 opened new positions — a net loss of 14 holders — while 37 trimmed existing stakes and 24 added.

The largest buyer was Russell Investments Group, adding an estimated $3.73M. The largest seller was BHZ Capital Management, exiting entirely with an estimated $2.9M sold.

  • 96 institutional investors held Primis Financial Corp (FRST) as of Q1 2021, down from 110 in Q4 2020.
  • Funds reported $222M of Primis Financial Corp stock for Q1 2021, up 17% quarter-over-quarter.
  • 10 funds opened new Primis Financial Corp positions in Q1 2021 and 24 closed out, a net change of -14 holders.
  • The largest Primis Financial Corp buyer in Q1 2021 was Russell Investments Group, an estimated $3.73M added.
  • The largest Primis Financial Corp seller in Q1 2021 was BHZ Capital Management, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2021.