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First United

47 hedge funds and large institutions have $56.1M invested in First United in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

12% more funds holding

Funds holding: 4247 (+5)

7% more capital invested

Capital invested by funds: $52.3M → $56.1M (+$3.8M)

3.34% more ownership

Funds ownership: 33.28%36.63% (+3.3%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
47
Holders Change
+5
Holders Change %
+11.9%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
20
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
51
AJOVista
Massachusetts
-$49K -2,084 Closed
NFA
52
Northwest Financial Advisors
Virginia
-$2.35K -100 Closed

FUNC Hedge Fund Activity: Q1 2024 in Review

47 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q1 2024, worth a combined $56.1M — up 7.3% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FUNC positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $1.42M. The largest seller was EJF Capital, cutting an estimated $4.08M.

  • 47 institutional investors held First United (FUNC) as of Q1 2024, up from 42 in Q4 2023.
  • Funds reported $56.1M of First United stock for Q1 2024, up 7.3% quarter-over-quarter.
  • 10 funds opened new First United positions in Q1 2024 and 5 closed out, a net change of +5 holders.
  • The largest First United buyer in Q1 2024 was Fourthstone LLC, an estimated $1.42M added.
  • The largest First United seller in Q1 2024 was EJF Capital, an estimated $4.08M sold.

Based on aggregated 13F filings for Q1 2024.