We are live on ! Find out more
FUNC icon

First United
FUNC

43 hedge funds and large institutions have $36.7M invested in First United in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

43% more capital invested

Capital invested by funds: $25.6M → $36.7M (+$11.1M)

2.65% more ownership

Funds ownership: 31.29% → 33.93% (+2.6%)

2% more funds holding

Funds holding: 42 → 43 (+1)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
19
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$439K
2
GJL
Gendell Jeffrey L
+$409K
3
BlackRock
BlackRock
New York
+$344K
4
EC
EJF Capital
Virginia
+$204K
5
JP Morgan Chase
JP Morgan Chase
New York
+$191K

Top Sellers

Rank Fund Capital Flow
1
WG
Winton Group
United Kingdom
-$214K
2
MI
M3F Inc
Utah
-$131K
3
Renaissance Technologies
Renaissance Technologies
New York
-$113K
4
Northern Trust
Northern Trust
Illinois
-$100K
5
LBS
Lawrence B. Seidman
-$77.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
26
STRS Ohio
Ohio
$193K – – –
WG
27
Winton Group
United Kingdom
$187K -$214K -14,868 -55%
Wells Fargo
28
Wells Fargo
California
$181K -$5.96K -414 -3%
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$157K – – –
Barclays
30
Barclays
United Kingdom
$122K -$12.8K -889 -10%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$102K – – –
Deutsche Bank
32
Deutsche Bank
Germany
$74K +$19.5K +1,357 +40%
UBS Group
33
UBS Group
Switzerland
$36K +$4.01K +279 +13%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$29.9K +$7.42K +516 +36%
TRCT
35
Tower Research Capital (TRC)
New York
$27K -$67.6K -4,699 -73%
Citigroup
36
Citigroup
New York
$19K +$13.4K +933 +289%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$18K +$10.7K +743 +238%
AIP
38
Ameritas Investment Partners
Nebraska
$9K – – –
Legal & General Group
39
Legal & General Group
United Kingdom
$9K – – –
EARNEST Partners
40
EARNEST Partners
Georgia
$8K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$6K -$17.3K -1,205 -74%
PAM
42
Panagora Asset Management
Massachusetts
$2K +$1.48K +103 New
AIG
43
American International Group
New York
$61 -$1.61K -112 -3%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
– -$45K -3,858 Closed
HIM
45
Hillsdale Investment Management
Ontario, Canada
– -$13K -1,100 Closed
1
2

FUNC Hedge Fund Activity: Q4 2020 in Review

43 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2020, worth a combined $36.7M — up 43% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FUNC positions and 2 closed out — a net gain of 1 holder — while 19 added to existing stakes and 11 trimmed.

The largest buyer was State Street, adding an estimated $439K. The largest seller was Winton Group, cutting an estimated $214K.

  • 43 institutional investors held First United (FUNC) as of Q4 2020, up from 42 in Q3 2020.
  • Funds reported $36.7M of First United stock for Q4 2020, up 43% quarter-over-quarter.
  • 3 funds opened new First United positions in Q4 2020 and 2 closed out, a net change of +1 holder.
  • The largest First United buyer in Q4 2020 was State Street, an estimated $439K added.
  • The largest First United seller in Q4 2020 was Winton Group, an estimated $214K sold.

Based on aggregated 13F filings for Q4 2020.