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First United

29 hedge funds and large institutions have $47.4M invested in First United in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

17% more capital invested

Capital invested by funds: $40.4M → $47.4M (+$7.01M)

2.11% more ownership

Funds ownership: 32.82%34.93% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3029 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MI
1
M3F Inc
Utah
$13.5M +$10.9K +608 +0.1%
GJL
2
Gendell Jeffrey L
$8.57M -$2.01M -111,695 -20%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.31M +$195K +10,852 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.46M +$1.69M +93,775 +68%
BCM
5
Basswood Capital Management
New York
$4.1M +$2.56M +142,355 +201%
EC
6
EJF Capital
Virginia
$3.4M +$3.18M +177,178 New
PH
7
Pinnacle Holdings
Oklahoma
$1.41M +$5.3K +295 +0.4%
Northern Trust
8
Northern Trust
Illinois
$1.39M +$5.25K +292 +0.4%
BCM
9
Bridgeway Capital Management
Texas
$1.02M
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$683K
BlackRock
11
BlackRock
New York
$656K -$67.9K -3,777 -10%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$650K
Renaissance Technologies
13
Renaissance Technologies
New York
$409K +$32.3K +1,800 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$380K
WSL
15
Western Standard LLC
California
$357K
SWM
16
SeaCrest Wealth Management
New York
$275K -$37.3K -2,075 -13%
Deutsche Bank
17
Deutsche Bank
Germany
$273K +$48.1K +2,677 +23%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$228K +$25.4K +1,412 +13%
Morgan Stanley
19
Morgan Stanley
New York
$186K -$15.5K -862 -8%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$103K -$51.7K -2,875 -35%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$31K +$29.3K +1,630 New
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$24K +$3.49K +194 +18%
Federated Hermes
23
Federated Hermes
Pennsylvania
$11K -$1.31K -73 -12%
EARNEST Partners
24
EARNEST Partners
Georgia
$10K
GT
25
Glenmede Trust
Pennsylvania
$8K

FUNC Hedge Fund Activity: Q1 2018 in Review

29 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q1 2018, worth a combined $47.4M — up 17% from $40.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FUNC and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 10 added.

The largest buyer was EJF Capital, opening a new position worth an estimated $3.18M. The largest seller was Second Curve Capital, exiting entirely with an estimated $2.47M sold.

  • 29 institutional investors held First United (FUNC) as of Q1 2018, down from 30 in Q4 2017.
  • Funds reported $47.4M of First United stock for Q1 2018, up 17% quarter-over-quarter.
  • 4 funds opened new First United positions in Q1 2018 and 5 closed out, a net change of -1 holder.
  • The largest First United buyer in Q1 2018 was EJF Capital, an estimated $3.18M added.
  • The largest First United seller in Q1 2018 was Second Curve Capital, an estimated $2.47M sold.

Based on aggregated 13F filings for Q1 2018.