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First United

28 hedge funds and large institutions have $18.1M invested in First United in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

17% more funds holding

Funds holding: 2428 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $18.2M → $18.1M (-$115K)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
8
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$4.81M +$277K +26,734 +6%
GJL
2
Gendell Jeffrey L
$2.59M +$2.45M +236,877 New
FUBT
3
First United Bank & Trust
Maryland
$2.44M -$100K -9,661 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.35M +$9.85K +952 +0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.28M -$91.5K -8,838 -4%
SCC
6
Second Curve Capital
Pennsylvania
$1.4M -$1.59M -153,972 -55%
Northern Trust
7
Northern Trust
Illinois
$603K
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$346K
BCM
9
Bridgeway Capital Management
Texas
$320K +$31.1K +3,000 +11%
BFA
10
BlackRock Fund Advisors
California
$209K -$16.3K -1,575 -8%
LSV Asset Management
11
LSV Asset Management
Illinois
$206K
Morgan Stanley
12
Morgan Stanley
New York
$116K +$41.9K +4,044 +61%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$112K
BIT
14
BlackRock Institutional Trust
California
$109K
AIM
15
Acrospire Investment Management
Illinois
$54K +$50.7K +4,899 New
Deutsche Bank
16
Deutsche Bank
Germany
$41K +$32.8K +3,166 +528%
BA
17
BlackRock Advisors
Delaware
$26K
UBS Group
18
UBS Group
Switzerland
$22K +$21.1K +2,038 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$20K
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$12K +$1.98K +191 +22%
BIM
21
BlackRock Investment Management
Delaware
$11K -$1.13K -109 -10%
Citigroup
22
Citigroup
New York
$8K +$7.32K +707 +5,050%
Federated Hermes
23
Federated Hermes
Pennsylvania
$6K +$5.56K +537 +1,989%
TRCT
24
Tower Research Capital (TRC)
New York
$6K +$6.09K +588 New
CHC
25
City Holding Co
West Virginia
$5K

FUNC Hedge Fund Activity: Q1 2016 in Review

28 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q1 2016, worth a combined $18.1M — down 0.63% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FUNC positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Gendell Jeffrey L, opening a new position worth an estimated $2.45M. The largest seller was Second Curve Capital, cutting an estimated $1.59M.

  • 28 institutional investors held First United (FUNC) as of Q1 2016, up from 24 in Q4 2015.
  • Funds reported $18.1M of First United stock for Q1 2016, down 0.63% quarter-over-quarter.
  • 4 funds opened new First United positions in Q1 2016 and 0 closed out, a net change of +4 holders.
  • The largest First United buyer in Q1 2016 was Gendell Jeffrey L, an estimated $2.45M added.
  • The largest First United seller in Q1 2016 was Second Curve Capital, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2016.