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First United

23 hedge funds and large institutions have $10.9M invested in First United in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

15% more capital invested

Capital invested by funds: $9.49M → $10.9M (+$1.45M)

5% more funds holding

Funds holding: 2223 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCC
1
Second Curve Capital
Pennsylvania
$2.46M
FUBT
2
First United Bank & Trust
Maryland
$2.35M -$120K -14,085 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.84M +$15.3K +1,799 +0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.81M +$89.2K +10,477 +5%
SCM
5
Schneider Capital Management
Pennsylvania
$626K
Northern Trust
6
Northern Trust
Illinois
$498K -$579 -68 -0.1%
LSV Asset Management
7
LSV Asset Management
Illinois
$286K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$277K
BFA
9
BlackRock Fund Advisors
California
$170K +$4.7K +552 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$158K
WB
11
WesBanco Bank
West Virginia
$141K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$109K +$579 +68 +0.6%
BIT
13
BlackRock Institutional Trust
California
$104K -$6.35K -746 -6%
Morgan Stanley
14
Morgan Stanley
New York
$31K +$5.7K +669 +24%
BA
15
BlackRock Advisors
Delaware
$16K
Deutsche Bank
16
Deutsche Bank
Germany
$16K +$16.2K +1,900 New
BIM
17
BlackRock Investment Management
Delaware
$12K +$11.4K +1,337 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11K
CHC
19
City Holding Co
West Virginia
$4K -$4.26K -500 -50%
EARNEST Partners
20
EARNEST Partners
Georgia
$4K
GT
21
Glenmede Trust
Pennsylvania
$4K
GSC
22
Ground Swell Capital
South Carolina
$1K +$1.35K +159 New
U
23
UBS
Switzerland
-$14K -1,813 Closed
TRCT
24
Tower Research Capital (TRC)
New York
-$2K -200 Closed

FUNC Hedge Fund Activity: Q2 2014 in Review

23 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q2 2014, worth a combined $10.9M — up 15% from $9.49M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FUNC positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $89.2K. The largest seller was First United Bank & Trust, cutting an estimated $120K.

  • 23 institutional investors held First United (FUNC) as of Q2 2014, up from 22 in Q1 2014.
  • Funds reported $10.9M of First United stock for Q2 2014, up 15% quarter-over-quarter.
  • 3 funds opened new First United positions in Q2 2014 and 2 closed out, a net change of +1 holder.
  • The largest First United buyer in Q2 2014 was Dimensional Fund Advisors, an estimated $89.2K added.
  • The largest First United seller in Q2 2014 was First United Bank & Trust, an estimated $120K sold.

Based on aggregated 13F filings for Q2 2014.