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First United

45 hedge funds and large institutions have $52.3M invested in First United in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more funds holding

Funds holding: 4445 (+1)

0% less capital invested

Capital invested by funds: $52.4M → $52.3M (-$7.04K)

4% less ownership

Funds ownership: 37.46%33.46% (-4%)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
13
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$8.41M -$1.13M -53,740 -12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.05M +$110K +5,211 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.8M -$801 -38 -0%
EC
4
EJF Capital
Virginia
$5.21M -$4.34M -205,732 -46%
MI
5
M3F Inc
Utah
$3.38M -$2M -95,072 -38%
QCMA
6
Quad Capital Management Advisors
New York
$3.33M +$3.19M +151,165 New
MCM
7
Maltese Capital Management
New York
$1.91M
CP
8
Clover Partners
Texas
$1.76M +$1.69M +80,136 New
Northern Trust
9
Northern Trust
Illinois
$1.69M -$1.04M -49,305 -39%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.58M +$609K +28,902 +67%
PH
11
Pinnacle Holdings
Oklahoma
$1.58M
FIA
12
FNY Investment Advisers
New York
$1.5M +$1.43M +67,993 New
BCM
13
Bridgeway Capital Management
Texas
$1.41M +$40.1K +1,900 +3%
BlackRock
14
BlackRock
New York
$941K +$25.9K +1,227 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$889K +$75.4K +3,575 +10%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$829K +$44.3K +2,100 +6%
Morgan Stanley
17
Morgan Stanley
New York
$683K -$162K -7,685 -20%
Bank of America
18
Bank of America
North Carolina
$509K +$184K +8,714 +61%
Goldman Sachs
19
Goldman Sachs
New York
$490K -$62.5K -2,966 -12%
PP
20
Paloma Partners
Connecticut
$489K -$232K -11,005 -33%
KCM
21
Kennedy Capital Management
Missouri
$432K +$414K +19,652 New
First Trust Advisors
22
First Trust Advisors
Illinois
$319K +$35.2K +1,672 +13%
Wells Fargo
23
Wells Fargo
California
$299K -$31K -1,472 -10%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$254K +$92.1K +4,367 +61%
JP Morgan Chase
25
JP Morgan Chase
New York
$242K +$210K +9,967 +958%

FUNC Hedge Fund Activity: Q3 2019 in Review

45 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q3 2019, worth a combined $52.3M — down 0.01% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FUNC positions and 8 closed out — a net gain of 1 holder — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Quad Capital Management Advisors, opening a new position worth an estimated $3.19M. The largest seller was EJF Capital, cutting an estimated $4.34M.

  • 45 institutional investors held First United (FUNC) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $52.3M of First United stock for Q3 2019, down 0.01% quarter-over-quarter.
  • 9 funds opened new First United positions in Q3 2019 and 8 closed out, a net change of +1 holder.
  • The largest First United buyer in Q3 2019 was Quad Capital Management Advisors, an estimated $3.19M added.
  • The largest First United seller in Q3 2019 was EJF Capital, an estimated $4.34M sold.

Based on aggregated 13F filings for Q3 2019.