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First United
FUNC

38 hedge funds and large institutions have $34.7M invested in First United in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 37 → 38 (+1)

0.07% less ownership

Funds ownership: 31.54% → 31.47% (-0.07%)

0% less capital invested

Capital invested by funds: $34.8M → $34.7M (-$106K)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HCM
Huber Capital Management
California
+$382K
2
RA
Royce & Associates
New York
+$297K
3
FUBT
First United Bank & Trust
Maryland
+$262K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$225K
5
BCM
BHZ Capital Management
California
+$212K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$432K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$416K
3
Millennium Management
Millennium Management
New York
-$226K
4
GJL
Gendell Jeffrey L
-$222K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
BHZ Capital Management
California
$223K +$212K +11,355 New
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$210K -$33.5K -1,788 -14%
Osaic Holdings
28
Osaic Holdings
Arizona
$138K -$131K -7,000 -50%
LCM
29
Logan Capital Management
Pennsylvania
$97.3K – – –
Barclays
30
Barclays
United Kingdom
$70.3K -$299 -16 -0.4%
Bank of America
31
Bank of America
North Carolina
$39.4K +$131 +7 +0.4%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$22.1K +$21.1K +1,125 New
SOW
33
State of Wyoming
Wyoming
$19.2K +$543 +29 +3%
Wells Fargo
34
Wells Fargo
California
$16.6K +$19 +1 +0.1%
EARNEST Partners
35
EARNEST Partners
Georgia
$9.77K – – –
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$6.54K -$3.59K -192 -0.1%
MCC
37
Money Concepts Capital
Florida
$6.49K +$6.17K +330 New
TRCT
38
Tower Research Capital (TRC)
New York
$2K -$618 -33 -25%
Millennium Management
39
Millennium Management
New York
– -$226K -13,658 Closed
OSAM
40
O'Shaughnessy Asset Management
Connecticut
– -$213K -12,874 Closed
UBS Group
41
UBS Group
Switzerland
– -$2K -130 Closed
1
2

FUNC Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2022, worth a combined $34.7M — down 0.31% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FUNC positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Huber Capital Management, adding an estimated $382K. The largest seller was Basswood Capital Management, cutting an estimated $432K.

  • 38 institutional investors held First United (FUNC) as of Q4 2022, up from 37 in Q3 2022.
  • Funds reported $34.7M of First United stock for Q4 2022, down 0.31% quarter-over-quarter.
  • 5 funds opened new First United positions in Q4 2022 and 4 closed out, a net change of +1 holder.
  • The largest First United buyer in Q4 2022 was Huber Capital Management, an estimated $382K added.
  • The largest First United seller in Q4 2022 was Basswood Capital Management, an estimated $432K sold.

Based on aggregated 13F filings for Q4 2022.