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First United

23 hedge funds and large institutions have $10.6M invested in First United in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $9.81M → $10.6M (+$753K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

8% less funds holding

Funds holding: 2523 (-2)

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
1
Increased
5
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCC
1
Second Curve Capital
Pennsylvania
$2.45M +$42.3K +5,000 +2%
FUBT
2
First United Bank & Trust
Maryland
$2.13M -$55.2K -6,537 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.87M +$51.4K +6,079 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.81M +$11.9K +1,406 +0.7%
SCM
5
Schneider Capital Management
Pennsylvania
$554K -$52.3K -6,187 -9%
Northern Trust
6
Northern Trust
Illinois
$485K -$600 -71 -0.1%
LSV Asset Management
7
LSV Asset Management
Illinois
$280K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$263K
BFA
9
BlackRock Fund Advisors
California
$166K +$11.7K +1,386 +8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$155K
BCM
11
Bridgeway Capital Management
Texas
$122K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$106K
BIT
13
BlackRock Institutional Trust
California
$98K -$3.18K -376 -3%
Morgan Stanley
14
Morgan Stanley
New York
$40K +$9.89K +1,170 +33%
BA
15
BlackRock Advisors
Delaware
$15K
BIM
16
BlackRock Investment Management
Delaware
$10K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5K
CHC
18
City Holding Co
West Virginia
$4K
EARNEST Partners
19
EARNEST Partners
Georgia
$4K
GT
20
Glenmede Trust
Pennsylvania
$4K
UBS Group
21
UBS Group
Switzerland
$4K +$3.99K +472 New
TRCT
22
Tower Research Capital (TRC)
New York
$3K -$845 -100 -20%
Deutsche Bank
23
Deutsche Bank
Germany
-$2K -300 Closed

FUNC Hedge Fund Activity: Q4 2014 in Review

23 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2014, worth a combined $10.6M — up 7.7% from $9.81M a quarter earlier.

Fund positioning in FUNC was balanced in Q4 2014: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $51.4K. The largest seller was First United Bank & Trust, cutting an estimated $55.2K.

  • 23 institutional investors held First United (FUNC) as of Q4 2014, down from 25 in Q3 2014.
  • Funds reported $10.6M of First United stock for Q4 2014, up 7.7% quarter-over-quarter.
  • 1 fund opened new First United positions in Q4 2014 and 1 closed out, a net change of 0 holders.
  • The largest First United buyer in Q4 2014 was Vanguard Group, an estimated $51.4K added.
  • The largest First United seller in Q4 2014 was First United Bank & Trust, an estimated $55.2K sold.

Based on aggregated 13F filings for Q4 2014.