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First United

38 hedge funds and large institutions have $34.7M invested in First United in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3738 (+1)

0.07% less ownership

Funds ownership: 31.54%31.47% (-0.07%)

0% less capital invested

Capital invested by funds: $34.8M → $34.7M (-$106K)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.89M -$10.7K -570 -0.2%
EC
2
EJF Capital
Virginia
$5.19M +$161K +8,600 +3%
BCM
3
Basswood Capital Management
New York
$4.8M -$432K -23,080 -9%
GJL
4
Gendell Jeffrey L
$2.93M -$222K -11,872 -7%
HAM
5
HoldCo Asset Management
Florida
$1.71M
BlackRock
6
BlackRock
New York
$1.6M +$55.1K +2,945 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.51M -$33.8K -1,804 -2%
BCM
8
Bridgeway Capital Management
Texas
$1.37M
PH
9
Pinnacle Holdings
Oklahoma
$1.2M -$4.96K -265 -0.4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$958K +$11.5K +612 +1%
HCM
11
Huber Capital Management
California
$850K +$382K +20,425 +89%
RIP
12
Rhino Investment Partners
Pennsylvania
$817K +$56.1K +3,000 +8%
American Century Companies
13
American Century Companies
Missouri
$689K
Northern Trust
14
Northern Trust
Illinois
$646K -$3.13K -167 -0.5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$556K +$4.49K +240 +0.9%
State Street
16
State Street
Massachusetts
$400K +$50.5K +2,700 +15%
Goldman Sachs
17
Goldman Sachs
New York
$396K -$262 -14 -0.1%
Morgan Stanley
18
Morgan Stanley
New York
$340K -$39.7K -2,122 -11%
LSV Asset Management
19
LSV Asset Management
Illinois
$312K
RA
20
Royce & Associates
New York
$312K +$297K +15,871 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$300K
FUBT
22
First United Bank & Trust
Maryland
$275K +$262K +14,025 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$257K -$416K -22,207 -63%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$252K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$238K +$225K +12,000 +10,345%

FUNC Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2022, worth a combined $34.7M — down 0.31% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FUNC positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Huber Capital Management, adding an estimated $382K. The largest seller was Basswood Capital Management, cutting an estimated $432K.

  • 38 institutional investors held First United (FUNC) as of Q4 2022, up from 37 in Q3 2022.
  • Funds reported $34.7M of First United stock for Q4 2022, down 0.31% quarter-over-quarter.
  • 5 funds opened new First United positions in Q4 2022 and 4 closed out, a net change of +1 holder.
  • The largest First United buyer in Q4 2022 was Huber Capital Management, an estimated $382K added.
  • The largest First United seller in Q4 2022 was Basswood Capital Management, an estimated $432K sold.

Based on aggregated 13F filings for Q4 2022.