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First United

27 hedge funds and large institutions have $35M invested in First United in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $33.8M → $35M (+$1.22M)

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

3.85% less ownership

Funds ownership: 37.12%33.27% (-3.8%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$9.47M +$110K +7,560 +1%
GJL
2
Gendell Jeffrey L
$7.03M +$471K +32,437 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.69M +$30.9K +2,133 +0.9%
SCC
4
Second Curve Capital
Pennsylvania
$3.48M
FUBT
5
First United Bank & Trust
Maryland
$3.08M -$32.7K -2,255 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.39M -$123K -8,488 -5%
Northern Trust
7
Northern Trust
Illinois
$1.08M +$44.2K +3,050 +4%
PH
8
Pinnacle Holdings
Oklahoma
$936K +$13.3K +920 +1%
BCM
9
Bridgeway Capital Management
Texas
$798K
BlackRock
10
BlackRock
New York
$560K +$23.5K +1,622 +5%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$532K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$505K -$131K -9,039 -21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$296K -$31.6K -2,180 -10%
Renaissance Technologies
14
Renaissance Technologies
New York
$250K -$21.8K -1,500 -8%
WSL
15
Western Standard LLC
California
$194K +$189K +13,010 New
Morgan Stanley
16
Morgan Stanley
New York
$179K +$33.7K +2,326 +24%
Deutsche Bank
17
Deutsche Bank
Germany
$173K -$17.6K -1,210 -9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$157K
Creative Planning
19
Creative Planning
Kansas
$45K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$36K +$35K +2,415 New
IA
21
IFP Advisors
Florida
$22K
UBS Group
22
UBS Group
Switzerland
$17K
MSFP
23
Mark Sheptoff Financial Planning
Connecticut
$15K -$15 -1 -0.1%
Federated Hermes
24
Federated Hermes
Pennsylvania
$9K
CHC
25
City Holding Co
West Virginia
$7K

FUNC Hedge Fund Activity: Q2 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q2 2017, worth a combined $35M — up 3.6% from $33.8M a quarter earlier.

Fund positioning in FUNC was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 8 trimmed.

The largest buyer was Gendell Jeffrey L, adding an estimated $471K. The largest seller was ZPR Investment Management, exiting entirely with an estimated $291K sold.

  • 27 institutional investors held First United (FUNC) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $35M of First United stock for Q2 2017, up 3.6% quarter-over-quarter.
  • 2 funds opened new First United positions in Q2 2017 and 2 closed out, a net change of 0 holders.
  • The largest First United buyer in Q2 2017 was Gendell Jeffrey L, an estimated $471K added.
  • The largest First United seller in Q2 2017 was ZPR Investment Management, an estimated $291K sold.

Based on aggregated 13F filings for Q2 2017.