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First United

25 hedge funds and large institutions have $9.81M invested in First United in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

9% more funds holding

Funds holding: 2325 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $10.9M → $9.81M (-$1.13M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCC
1
Second Curve Capital
Pennsylvania
$2.23M
FUBT
2
First United Bank & Trust
Maryland
$2.02M -$113K -13,296 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.68M +$7.66K +900 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.67M +$24.8K +2,908 +1%
SCM
5
Schneider Capital Management
Pennsylvania
$563K -$3.41K -400 -0.6%
Northern Trust
6
Northern Trust
Illinois
$450K -$111 -13 -0%
LSV Asset Management
7
LSV Asset Management
Illinois
$260K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$252K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$144K
BFA
10
BlackRock Fund Advisors
California
$143K -$11.1K -1,309 -7%
BCM
11
Bridgeway Capital Management
Texas
$113K +$121K +14,200 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$98K
BIT
13
BlackRock Institutional Trust
California
$94K
Morgan Stanley
14
Morgan Stanley
New York
$28K +$9 +1 +0%
BA
15
BlackRock Advisors
Delaware
$14K
U
16
UBS
Switzerland
$14K +$15.3K +1,797 New
BIM
17
BlackRock Investment Management
Delaware
$9K -$1.22K -143 -11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5K -$5.76K -677 -53%
GSC
19
Ground Swell Capital
South Carolina
$5K +$3.75K +441 +277%
CHC
20
City Holding Co
West Virginia
$4K
EARNEST Partners
21
EARNEST Partners
Georgia
$4K
TRCT
22
Tower Research Capital (TRC)
New York
$4K +$4.26K +500 New
GT
23
Glenmede Trust
Pennsylvania
$3K
Deutsche Bank
24
Deutsche Bank
Germany
$2K -$13.6K -1,600 -84%
WB
25
WesBanco Bank
West Virginia
-$141K -16,060 Closed

FUNC Hedge Fund Activity: Q3 2014 in Review

25 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q3 2014, worth a combined $9.81M — down 10% from $10.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FUNC positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $121K. The largest seller was WesBanco Bank, exiting entirely with an estimated $141K sold.

  • 25 institutional investors held First United (FUNC) as of Q3 2014, up from 23 in Q2 2014.
  • Funds reported $9.81M of First United stock for Q3 2014, down 10% quarter-over-quarter.
  • 3 funds opened new First United positions in Q3 2014 and 1 closed out, a net change of +2 holders.
  • The largest First United buyer in Q3 2014 was Bridgeway Capital Management, an estimated $121K added.
  • The largest First United seller in Q3 2014 was WesBanco Bank, an estimated $141K sold.

Based on aggregated 13F filings for Q3 2014.