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First United
FUNC

24 hedge funds and large institutions have $9.66M invested in First United in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

4% less funds holding

Funds holding: 25 → 24 (-1)

9% less capital invested

Capital invested by funds: $10.6M → $9.66M (-$988K)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FUBT
First United Bank & Trust
Maryland
+$37.4K
2
BA
BlackRock Advisors
Delaware
+$5.07K
3
Northern Trust
Northern Trust
Illinois
+$2.92K
4
TRCT
Tower Research Capital (TRC)
New York
+$2.16K
5
Citigroup
Citigroup
New York
+$8

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$191K
2
SCM
Schneider Capital Management
Pennsylvania
-$189K
3
LSV Asset Management
LSV Asset Management
Illinois
-$34K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.6K
5
UBS Group
UBS Group
Switzerland
-$8.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCC
1
Second Curve Capital
Pennsylvania
$2.31M – – –
FUBT
2
First United Bank & Trust
Maryland
$1.93M +$37.4K +4,510 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.79M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.73M – – –
Northern Trust
5
Northern Trust
Illinois
$451K +$2.92K +352 +0.6%
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$260K – – –
SCM
7
Schneider Capital Management
Pennsylvania
$247K -$189K -22,740 -43%
LSV Asset Management
8
LSV Asset Management
Illinois
$192K -$34K -4,100 -15%
BFA
9
BlackRock Fund Advisors
California
$165K -$4.43K -534 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$148K – – –
BCM
11
Bridgeway Capital Management
Texas
$117K – – –
BIT
12
BlackRock Institutional Trust
California
$87K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$83K -$26.6K -3,208 -24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$40K -$7.98K -963 -17%
Morgan Stanley
15
Morgan Stanley
New York
$38K -$91 -11 -0.2%
BA
16
BlackRock Advisors
Delaware
$20K +$5.07K +612 +34%
UBS Group
17
UBS Group
Switzerland
$12K -$8.2K -989 -40%
BIM
18
BlackRock Investment Management
Delaware
$8K – – –
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$7K -$672 -81 -8%
CHC
20
City Holding Co
West Virginia
$4K – – –
EARNEST Partners
21
EARNEST Partners
Georgia
$4K – – –
GT
22
Glenmede Trust
Pennsylvania
$4K – – –
TRCT
23
Tower Research Capital (TRC)
New York
$3K +$2.16K +261 +253%
Wells Fargo
24
Wells Fargo
California
– -$191K -23,050 Closed
Citigroup
25
Citigroup
New York
– +$8 +1 New

FUNC Hedge Fund Activity: Q3 2015 in Review

24 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q3 2015, worth a combined $9.66M — down 9.3% from $10.6M a quarter earlier.

Fund positioning in FUNC was balanced in Q3 2015: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 8 trimmed.

The largest buyer was First United Bank & Trust, adding an estimated $37.4K. The largest seller was Wells Fargo, exiting entirely with an estimated $191K sold.

  • 24 institutional investors held First United (FUNC) as of Q3 2015, down from 25 in Q2 2015.
  • Funds reported $9.66M of First United stock for Q3 2015, down 9.3% quarter-over-quarter.
  • 1 fund opened new First United positions in Q3 2015 and 1 closed out, a net change of 0 holders.
  • The largest First United buyer in Q3 2015 was First United Bank & Trust, an estimated $37.4K added.
  • The largest First United seller in Q3 2015 was Wells Fargo, an estimated $191K sold.

Based on aggregated 13F filings for Q3 2015.