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First United

42 hedge funds and large institutions have $25.6M invested in First United in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% less ownership

Funds ownership: 33.02%31.29% (-1.7%)

5% less funds holding

Funds holding: 4442 (-2)

17% less capital invested

Capital invested by funds: $30.7M → $25.6M (-$5.1M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
42
Holders Change
-2
Holders Change %
-4.55%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$103K +$99.8K +8,764 New
Barclays
27
Barclays
United Kingdom
$102K -$21.7K -1,907 -18%
JP Morgan Chase
28
JP Morgan Chase
New York
$83K +$10.3K +906 +15%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$77K
TRCT
30
Tower Research Capital (TRC)
New York
$76K -$49.7K -4,366 -40%
AIG
31
American International Group
New York
$47K -$1.05K -92 -2%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$45K -$39.4K -3,463 -47%
Deutsche Bank
33
Deutsche Bank
Germany
$40K +$3.68K +323 +10%
UBS Group
34
UBS Group
Switzerland
$24K -$5.75K -505 -20%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$19K -$57 -5 -0.3%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$16.6K +$13.3K +1,164 +462%
HIM
37
Hillsdale Investment Management
Ontario, Canada
$13K
Legal & General Group
38
Legal & General Group
United Kingdom
$7K -$3.1K -272 -32%
AIP
39
Ameritas Investment Partners
Nebraska
$7K
EARNEST Partners
40
EARNEST Partners
Georgia
$6K
Citigroup
41
Citigroup
New York
$4K -$6.25K -549 -63%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$4K -$2.7K -237 -43%
MCM
43
Maltese Capital Management
New York
-$1.36M -101,800 Closed
First Trust Advisors
44
First Trust Advisors
Illinois
-$168K -12,573 Closed
Acadian Asset Management
45
Acadian Asset Management
Massachusetts
-$15K -1,098 Closed
Canada Life
46
Canada Life
Manitoba, Canada
-$1K -55 Closed

FUNC Hedge Fund Activity: Q3 2020 in Review

42 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q3 2020, worth a combined $25.6M — down 17% from $30.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FUNC and 2 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 10 added.

The largest buyer was M3F Inc, adding an estimated $342K. The largest seller was Maltese Capital Management, exiting entirely with an estimated $1.36M sold.

  • 42 institutional investors held First United (FUNC) as of Q3 2020, down from 44 in Q2 2020.
  • Funds reported $25.6M of First United stock for Q3 2020, down 17% quarter-over-quarter.
  • 2 funds opened new First United positions in Q3 2020 and 4 closed out, a net change of -2 holders.
  • The largest First United buyer in Q3 2020 was M3F Inc, an estimated $342K added.
  • The largest First United seller in Q3 2020 was Maltese Capital Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q3 2020.