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First United

27 hedge funds and large institutions have $40.6M invested in First United in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $35M → $40.6M (+$5.6M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

1.26% more ownership

Funds ownership: 33.27%34.53% (+1.3%)

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: 3 | Existing positions closed: 3

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
3
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$11.2M +$534K +35,043 +6%
GJL
2
Gendell Jeffrey L
$9.07M +$1.12M +73,324 +16%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.2M +$112K +7,370 +3%
SCC
4
Second Curve Capital
Pennsylvania
$3.81M -$76.2K -5,000 -2%
FUBT
5
First United Bank & Trust
Maryland
$3.28M -$149K -9,795 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.27M -$339K -22,253 -14%
PH
7
Pinnacle Holdings
Oklahoma
$1.21M +$152K +10,000 +16%
Northern Trust
8
Northern Trust
Illinois
$1.2M -$11.4K -751 -1%
BCM
9
Bridgeway Capital Management
Texas
$881K
BlackRock
10
BlackRock
New York
$613K -$11.9K -778 -2%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$587K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$564K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$327K
Renaissance Technologies
14
Renaissance Technologies
New York
$326K +$42.7K +2,805 +17%
WSL
15
Western Standard LLC
California
$310K +$85.4K +5,607 +43%
Deutsche Bank
16
Deutsche Bank
Germany
$206K +$11.9K +783 +7%
Morgan Stanley
17
Morgan Stanley
New York
$189K -$11.4K -745 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$175K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$135K +$86.9K +5,703 +236%
MSFP
20
Mark Sheptoff Financial Planning
Connecticut
$17K
Federated Hermes
21
Federated Hermes
Pennsylvania
$11K
CHC
22
City Holding Co
West Virginia
$8K
GT
23
Glenmede Trust
Pennsylvania
$8K
Wells Fargo
24
Wells Fargo
California
$7K +$6.8K +446 New
TRCT
25
Tower Research Capital (TRC)
New York
$3K -$4.14K -272 -59%

FUNC Hedge Fund Activity: Q3 2017 in Review

27 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q3 2017, worth a combined $40.6M — up 16% from $35M a quarter earlier.

Fund positioning in FUNC was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 7 trimmed.

The largest buyer was Gendell Jeffrey L, adding an estimated $1.12M. The largest seller was Vanguard Group, cutting an estimated $339K.

  • 27 institutional investors held First United (FUNC) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $40.6M of First United stock for Q3 2017, up 16% quarter-over-quarter.
  • 3 funds opened new First United positions in Q3 2017 and 3 closed out, a net change of 0 holders.
  • The largest First United buyer in Q3 2017 was Gendell Jeffrey L, an estimated $1.12M added.
  • The largest First United seller in Q3 2017 was Vanguard Group, an estimated $339K sold.

Based on aggregated 13F filings for Q3 2017.