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First United
FUNC

51 hedge funds and large institutions have $81.4M invested in First United in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 8

62% more capital invested

Capital invested by funds: $50.3M → $81.4M (+$31.2M)

24% more funds holding

Funds holding: 41 → 51 (+10)

5.15% more ownership

Funds ownership: 37.02% → 42.17% (+5.1%)

Holders
51
Holders Change
+10
Holders Change %
+24.39%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.74M
2
Citadel Advisors
Citadel Advisors
Florida
+$692K
3
EI
EAM Investors
California
+$553K
4
TI
Trexquant Investment
Connecticut
+$465K
5
Renaissance Technologies
Renaissance Technologies
New York
+$441K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$433K
2
Jane Street
Jane Street
New York
-$294K
3
QC
Quadrature Capital
United Kingdom
-$229K
4
JP Morgan Chase
JP Morgan Chase
New York
-$113K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$92.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$13.2M +$2.74M +101,915 +30%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.4M +$305K +11,345 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.11M -$92.8K -3,452 -1%
GJL
4
Gendell Jeffrey L
$5.32M – – –
BCM
5
Basswood Capital Management
New York
$4.58M -$52.3K -1,945 -1%
HCM
6
Huber Capital Management
California
$3.72M – – –
DLP
7
De Lisle Partners
United Kingdom
$3.62M +$269K +10,000 +9%
Renaissance Technologies
8
Renaissance Technologies
New York
$2.94M +$441K +16,400 +20%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$2.6M – – –
BlackRock
10
BlackRock
New York
$2.42M +$94.9K +3,530 +5%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.36M +$339K +12,590 +19%
BCM
12
Bridgeway Capital Management
Texas
$2.31M +$32.4K +1,206 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.91M +$2.18K +81 +0.1%
PH
14
Pinnacle Holdings
Oklahoma
$1.77M – – –
American Century Companies
15
American Century Companies
Missouri
$1.2M +$5.16K +192 +0.5%
EC
16
EJF Capital
Virginia
$1.07M – – –
Northern Trust
17
Northern Trust
Illinois
$936K -$7.15K -266 -0.8%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$826K +$254K +9,425 +54%
Citadel Advisors
19
Citadel Advisors
Florida
$768K +$692K +25,742 New
EF
20
Empowered Funds
Pennsylvania
$708K +$32.4K +1,206 +5%
HAM
21
HoldCo Asset Management
Florida
$621K – – –
EI
22
EAM Investors
California
$613K +$553K +20,559 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$612K -$433K -16,095 -44%
Goldman Sachs
24
Goldman Sachs
New York
$589K +$44.3K +1,648 +9%
State Street
25
State Street
Massachusetts
$585K -$43K -1,600 -8%
1
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FUNC Hedge Fund Activity: Q3 2024 in Review

51 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q3 2024, worth a combined $81.4M — up 62% from $50.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FUNC positions and 4 closed out — a net gain of 10 holders — while 20 added to existing stakes and 8 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.74M. The largest seller was Royal Bank of Canada, cutting an estimated $433K.

  • 51 institutional investors held First United (FUNC) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $81.4M of First United stock for Q3 2024, up 62% quarter-over-quarter.
  • 14 funds opened new First United positions in Q3 2024 and 4 closed out, a net change of +10 holders.
  • The largest First United buyer in Q3 2024 was Fourthstone LLC, an estimated $2.74M added.
  • The largest First United seller in Q3 2024 was Royal Bank of Canada, an estimated $433K sold.

Based on aggregated 13F filings for Q3 2024.