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First United
FUNC

47 hedge funds and large institutions have $52.1M invested in First United in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

4% more funds holding

Funds holding: 45 → 47 (+2)

1% less capital invested

Capital invested by funds: $52.3M → $52.1M (-$276K)

3.06% less ownership

Funds ownership: 33.46% → 30.4% (-3.1%)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.45M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.3M
3
BlackRock
BlackRock
New York
+$1.04M
4
LBS
Lawrence B. Seidman
+$947K
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$870K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$5.21M
2
QCMA
Quad Capital Management Advisors
New York
-$3.33M
3
GJL
Gendell Jeffrey L
-$1.84M
4
Northern Trust
Northern Trust
Illinois
-$1.2M
5
FIA
FNY Investment Advisers
New York
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$343K -$6.49K -274 -2%
BFM
27
Boothbay Fund Management
New York
$341K +$335K +14,148 New
Wells Fargo
28
Wells Fargo
California
$323K -$3.27K -138 -1%
LCM
29
Laurion Capital Management
New York
$313K +$308K +13,000 New
Marshall Wace
30
Marshall Wace
United Kingdom
$273K +$168K +7,081 +167%
SWM
31
SeaCrest Wealth Management
New York
$249K – – –
OGC
32
One68 Global Capital
New York
$212K +$209K +8,841 New
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$184K -$92.5K -3,906 -34%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$143K – – –
Barclays
35
Barclays
United Kingdom
$137K +$78.5K +3,314 +140%
MWNA
36
Marshall Wace North America
New York
$117K +$79.8K +3,370 +226%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$63K – – –
CFGS
38
Concourse Financial Group Securities
Alabama
$53K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$39K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$34K -$103K -4,329 -75%
TRCT
41
Tower Research Capital (TRC)
New York
$17K +$710 +30 +4%
UBS Group
42
UBS Group
Switzerland
$17K +$11.4K +480 +232%
DWA
43
Dorsey Wright & Associates
California
$12K – – –
EARNEST Partners
44
EARNEST Partners
Georgia
$12K – – –
Citigroup
45
Citigroup
New York
$6K -$12.4K -524 -68%
Canada Life
46
Canada Life
Manitoba, Canada
$1K +$1.42K +60 New
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$867 -$7.58K -320 -90%
EC
48
EJF Capital
Virginia
– -$5.21M -237,043 Closed
QCMA
49
Quad Capital Management Advisors
New York
– -$3.33M -151,165 Closed
PP
50
Paloma Partners
Connecticut
– -$489K -22,207 Closed
1
2
3

FUNC Hedge Fund Activity: Q4 2019 in Review

47 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2019, worth a combined $52.1M — down 0.53% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FUNC positions and 7 closed out — a net gain of 3 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.45M. The largest seller was EJF Capital, exiting entirely with an estimated $5.21M sold.

  • 47 institutional investors held First United (FUNC) as of Q4 2019, up from 45 in Q3 2019.
  • Funds reported $52.1M of First United stock for Q4 2019, down 0.53% quarter-over-quarter.
  • 10 funds opened new First United positions in Q4 2019 and 7 closed out, a net change of +3 holders.
  • The largest First United buyer in Q4 2019 was Renaissance Technologies, an estimated $1.45M added.
  • The largest First United seller in Q4 2019 was EJF Capital, an estimated $5.21M sold.

Based on aggregated 13F filings for Q4 2019.