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First United

39 hedge funds and large institutions have $29.5M invested in First United in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

1.34% less ownership

Funds ownership: 30.4%29.06% (-1.3%)

17% less funds holding

Funds holding: 4739 (-8)

43% less capital invested

Capital invested by funds: $52.1M → $29.5M (-$22.5M)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
39
Holders Change
-8
Holders Change %
-17.02%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.57M +$2.97M +140,897 +44%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.72M +$160K +7,589 +2%
GJL
3
Gendell Jeffrey L
$2.5M -$2.74M -129,748 -43%
MCM
4
Maltese Capital Management
New York
$1.72M
MI
5
M3F Inc
Utah
$1.71M -$711K -33,697 -22%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.62M -$420K -19,898 -15%
Millennium Management
7
Millennium Management
New York
$1.16M +$1.7M +80,820 New
BlackRock
8
BlackRock
New York
$1.15M -$127K -6,008 -7%
PH
9
Pinnacle Holdings
Oklahoma
$968K -$83K -3,936 -5%
BCM
10
Bridgeway Capital Management
Texas
$866K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$618K +$27.6K +1,308 +3%
Goldman Sachs
12
Goldman Sachs
New York
$574K +$314K +14,884 +59%
LBS
13
Lawrence B. Seidman
$572K
CS
14
Credit Suisse
Switzerland
$545K +$351K +16,633 +77%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$545K +$351K +16,633 +77%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$449K +$213K +10,109 +47%
Morgan Stanley
17
Morgan Stanley
New York
$423K -$59.1K -2,803 -9%
Bank of America
18
Bank of America
North Carolina
$423K +$140K +6,618 +29%
Northern Trust
19
Northern Trust
Illinois
$403K +$47.2K +2,240 +9%
KCM
20
Kennedy Capital Management
Missouri
$375K +$316 +15 +0.1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$334K +$494K +23,400 New
Wells Fargo
22
Wells Fargo
California
$206K +$20.9K +992 +7%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$194K -$346K -16,400 -55%
JP Morgan Chase
24
JP Morgan Chase
New York
$182K -$60.3K -2,860 -18%
First Trust Advisors
25
First Trust Advisors
Illinois
$170K -$48.7K -2,311 -16%

FUNC Hedge Fund Activity: Q1 2020 in Review

39 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q1 2020, worth a combined $29.5M — down 43% from $52.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FUNC and 5 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Vanguard Group, adding an estimated $2.97M. The largest seller was Gendell Jeffrey L, cutting an estimated $2.74M.

  • 39 institutional investors held First United (FUNC) as of Q1 2020, down from 47 in Q4 2019.
  • Funds reported $29.5M of First United stock for Q1 2020, down 43% quarter-over-quarter.
  • 5 funds opened new First United positions in Q1 2020 and 13 closed out, a net change of -8 holders.
  • The largest First United buyer in Q1 2020 was Vanguard Group, an estimated $2.97M added.
  • The largest First United seller in Q1 2020 was Gendell Jeffrey L, an estimated $2.74M sold.

Based on aggregated 13F filings for Q1 2020.