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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
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$8.63K +$8.51K +256 New
PD
52
Point72 (DIFC)
United Arab Emirates
$5.76K +$5.68K +171 New
UBS Group
53
UBS Group
Switzerland
$2.09K -$11.2K -336 -84%
SS
54
SBI Securities
Japan
$337 +$332 +10 New
Wells Fargo
55
Wells Fargo
California
$28 +$33 +1 New
SWM
56
SeaCrest Wealth Management
New York
-$202K -6,766 Closed
Lazard Asset Management
57
Lazard Asset Management
New York
-$36K -1,216 Closed
NFA
58
Northwest Financial Advisors
Virginia
-$2.98K -100 Closed
JP Morgan Chase
59
JP Morgan Chase
New York
-$1.97K -66 Closed

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.