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First United

55 hedge funds and large institutions have $95.5M invested in First United in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

17% more capital invested

Capital invested by funds: $81.4M → $95.5M (+$14.1M)

8% more funds holding

Funds holding: 5155 (+4)

1.63% more ownership

Funds ownership: 42.17%43.8% (+1.6%)

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$814K +$551K +16,574 +219%
TI
27
Trexquant Investment
Connecticut
$713K +$129K +3,870 +22%
Morgan Stanley
28
Morgan Stanley
New York
$708K +$111K +3,338 +19%
RWM
29
Ritholtz Wealth Management
New York
$701K +$179K +5,374 +35%
EI
30
EAM Investors
California
$658K -$34.9K -1,051 -5%
Citadel Advisors
31
Citadel Advisors
Florida
$588K -$276K -8,292 -32%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$571K -$119K -3,591 -18%
LSV Asset Management
33
LSV Asset Management
Illinois
$536K
SSA
34
Schonfeld Strategic Advisors
New York
$529K +$522K +15,688 New
Jane Street
35
Jane Street
New York
$524K +$517K +15,552 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$520K +$122K +3,683 +31%
Invesco
37
Invesco
Georgia
$465K -$2.66K -80 -0.6%
Bank of America
38
Bank of America
North Carolina
$393K +$317K +9,528 +449%
6CM
39
683 Capital Management
New York
$339K +$335K +10,063 New
Barclays
40
Barclays
United Kingdom
$316K +$171K +5,156 +122%
Citigroup
41
Citigroup
New York
$258K -$84.2K -2,533 -25%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$237K +$233K +7,001 New
LCM
43
Logan Capital Management
Pennsylvania
$167K
CSS
44
Cubist Systematic Strategies
Connecticut
$132K -$29.3K -880 -18%
ACM
45
Aster Capital Management
United Arab Emirates
$126K
PAS
46
Point72 Asia (Singapore)
Singapore
$104K -$5.88K -177 -5%
SOW
47
State of Wyoming
Wyoming
$29.5K -$4.79K -144 -14%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$29.2K -$3.33K -100 -10%
TRCT
49
Tower Research Capital (TRC)
New York
$25K +$16.3K +490 +194%
CAS
50
Coppell Advisory Solutions
Texas
$13.5K

FUNC Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2024, worth a combined $95.5M — up 17% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FUNC positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.61M. The largest seller was Fourthstone LLC, cutting an estimated $5.4M.

  • 55 institutional investors held First United (FUNC) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $95.5M of First United stock for Q4 2024, up 17% quarter-over-quarter.
  • 9 funds opened new First United positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest First United buyer in Q4 2024 was Susquehanna International Group, an estimated $2.61M added.
  • The largest First United seller in Q4 2024 was Fourthstone LLC, an estimated $5.4M sold.

Based on aggregated 13F filings for Q4 2024.