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First United
FUNC

32 hedge funds and large institutions have $36.2M invested in First United in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $36.3M → $36.2M (-$147K)

0.44% less ownership

Funds ownership: 29.51% → 29.06% (-0.44%)

11% less funds holding

Funds holding: 36 → 32 (-4)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$1.05M
2
EC
EJF Capital
Virginia
+$274K
3
American Century Companies
American Century Companies
Missouri
+$110K
4
BCM
BHZ Capital Management
California
+$109K
5
SCA
Snowden Capital Advisors
New York
+$57.6K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$705K
2
FCH
Freestone Capital Holdings
Washington
-$298K
3
E
Ergoteles
New York
-$296K
4
WG
Winton Group
United Kingdom
-$290K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$5.82M -$164K -8,592 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.65M -$31.3K -1,639 -0.5%
EC
3
EJF Capital
Virginia
$4.57M +$274K +14,366 +6%
BCM
4
Basswood Capital Management
New York
$3.37M +$1.05M +54,946 +44%
GJL
5
Gendell Jeffrey L
$3.02M – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$1.98M -$153K -8,000 -7%
HAM
7
HoldCo Asset Management
Florida
$1.65M – – –
BlackRock
8
BlackRock
New York
$1.36M +$37.1K +1,945 +3%
BCM
9
Bridgeway Capital Management
Texas
$1.28M – – –
PH
10
Pinnacle Holdings
Oklahoma
$1.15M – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$902K – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$649K +$14K +733 +2%
Northern Trust
13
Northern Trust
Illinois
$614K -$4.83K -253 -0.8%
MI
14
M3F Inc
Utah
$499K -$705K -36,928 -58%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$466K +$37.7K +1,975 +9%
Morgan Stanley
16
Morgan Stanley
New York
$425K -$16.3K -853 -4%
American Century Companies
17
American Century Companies
Missouri
$405K +$110K +5,782 +37%
BCM
18
BHZ Capital Management
California
$392K +$109K +5,697 +37%
Goldman Sachs
19
Goldman Sachs
New York
$380K +$420 +22 +0.1%
LSV Asset Management
20
LSV Asset Management
Illinois
$302K – – –
Russell Investments Group
21
Russell Investments Group
United Kingdom
$287K – – –
E
22
Ergoteles
New York
$280K -$296K -15,483 -51%
State Street
23
State Street
Massachusetts
$249K – – –
Bank of America
24
Bank of America
North Carolina
$192K -$993 -52 -0.5%
LCM
25
Logan Capital Management
Pennsylvania
$93K – – –
1
2

FUNC Hedge Fund Activity: Q4 2021 in Review

32 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2021, worth a combined $36.2M — down 0.41% from $36.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FUNC and 1 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Basswood Capital Management, adding an estimated $1.05M. The largest seller was M3F Inc, cutting an estimated $705K.

  • 32 institutional investors held First United (FUNC) as of Q4 2021, down from 36 in Q3 2021.
  • Funds reported $36.2M of First United stock for Q4 2021, down 0.41% quarter-over-quarter.
  • 1 fund opened new First United positions in Q4 2021 and 5 closed out, a net change of -4 holders.
  • The largest First United buyer in Q4 2021 was Basswood Capital Management, an estimated $1.05M added.
  • The largest First United seller in Q4 2021 was M3F Inc, an estimated $705K sold.

Based on aggregated 13F filings for Q4 2021.