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First United

30 hedge funds and large institutions have $40.4M invested in First United in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

11% more funds holding

Funds holding: 2730 (+3)

0% less capital invested

Capital invested by funds: $40.6M → $40.4M (-$172K)

1.71% less ownership

Funds ownership: 34.53%32.82% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$12.2M +$509K +29,477 +4%
GJL
2
Gendell Jeffrey L
$9.71M +$225K +13,056 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.64M +$198K +11,443 +5%
SCC
4
Second Curve Capital
Pennsylvania
$2.47M -$1.5M -87,000 -38%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.42M +$15K +870 +0.6%
PH
6
Pinnacle Holdings
Oklahoma
$1.27M +$3.8K +220 +0.3%
Northern Trust
7
Northern Trust
Illinois
$1.26M +$6.77K +392 +0.5%
BCM
8
Basswood Capital Management
New York
$1.24M +$1.23M +70,999 New
BCM
9
Bridgeway Capital Management
Texas
$932K
BlackRock
10
BlackRock
New York
$660K +$18.9K +1,092 +3%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$621K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$589K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$345K
Renaissance Technologies
14
Renaissance Technologies
New York
$339K -$1.81K -105 -0.5%
WSL
15
Western Standard LLC
California
$324K
ZIM
16
ZPR Investment Management
Florida
$315K +$313K +18,119 New
SWM
17
SeaCrest Wealth Management
New York
$286K +$283K +16,379 New
Deutsche Bank
18
Deutsche Bank
Germany
$201K -$14.8K -855 -7%
Morgan Stanley
19
Morgan Stanley
New York
$183K -$13.8K -800 -7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$183K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$143K +$1.73K +100 +1%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$18K +$18.3K +1,058 New
MSFP
23
Mark Sheptoff Financial Planning
Connecticut
$17K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.8K +971 New
Federated Hermes
25
Federated Hermes
Pennsylvania
$11K

FUNC Hedge Fund Activity: Q4 2017 in Review

30 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2017, worth a combined $40.4M — down 0.42% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FUNC positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $1.23M. The largest seller was First United Bank & Trust, exiting entirely with an estimated $3.28M sold.

  • 30 institutional investors held First United (FUNC) as of Q4 2017, up from 27 in Q3 2017.
  • Funds reported $40.4M of First United stock for Q4 2017, down 0.42% quarter-over-quarter.
  • 6 funds opened new First United positions in Q4 2017 and 3 closed out, a net change of +3 holders.
  • The largest First United buyer in Q4 2017 was Basswood Capital Management, an estimated $1.23M added.
  • The largest First United seller in Q4 2017 was First United Bank & Trust, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2017.