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First United
FUNC

55 hedge funds and large institutions have $95.5M invested in First United in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

17% more capital invested

Capital invested by funds: $81.4M → $95.5M (+$14.1M)

8% more funds holding

Funds holding: 51 → 55 (+4)

1.63% more ownership

Funds ownership: 42.17% → 43.8% (+1.6%)

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.61M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$768K
3
Goldman Sachs
Goldman Sachs
New York
+$618K
4
Marshall Wace
Marshall Wace
United Kingdom
+$551K
5
BlackRock
BlackRock
New York
+$544K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$5.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$276K
3
SWM
SeaCrest Wealth Management
New York
-$202K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$119K
5
BCM
Basswood Capital Management
New York
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.9M -$67.6K -2,033 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.3M – – –
FL
3
Fourthstone LLC
Missouri
$9.4M -$5.4M -162,355 -37%
GJL
4
Gendell Jeffrey L
$6.01M – – –
BCM
5
Basswood Capital Management
New York
$5.07M -$106K -3,176 -2%
HCM
6
Huber Capital Management
California
$4.17M -$31.3K -942 -0.8%
DLP
7
De Lisle Partners
United Kingdom
$4.07M – – –
Renaissance Technologies
8
Renaissance Technologies
New York
$3.36M +$39.9K +1,200 +1%
BlackRock
9
BlackRock
New York
$3.29M +$544K +16,350 +20%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.12M +$2.61M +78,550 +566%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.93M +$254K +7,630 +10%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$2.87M -$70.7K -2,127 -2%
BCM
13
Bridgeway Capital Management
Texas
$2.62M +$12.6K +380 +0.5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.14M -$19K -571 -0.9%
PH
15
Pinnacle Holdings
Oklahoma
$1.99M -$7.65K -230 -0.4%
American Century Companies
16
American Century Companies
Missouri
$1.84M +$477K +14,348 +36%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$1.42M +$516K +15,523 +58%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$1.32M +$768K +23,103 +145%
Goldman Sachs
19
Goldman Sachs
New York
$1.29M +$618K +18,579 +94%
EC
20
EJF Capital
Virginia
$1.22M +$3.92K +118 +0.3%
Northern Trust
21
Northern Trust
Illinois
$1.06M +$465 +14 +0%
Millennium Management
22
Millennium Management
New York
$1.05M +$526K +15,815 +102%
AOCA
23
Angel Oak Capital Advisors
Georgia
$934K +$921K +27,700 New
State Street
24
State Street
Massachusetts
$860K +$197K +5,923 +30%
EF
25
Empowered Funds
Pennsylvania
$839K +$39.2K +1,180 +5%
1
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FUNC Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First United (FUNC) for Q4 2024, worth a combined $95.5M — up 17% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FUNC positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.61M. The largest seller was Fourthstone LLC, cutting an estimated $5.4M.

  • 55 institutional investors held First United (FUNC) as of Q4 2024, up from 51 in Q3 2024.
  • Funds reported $95.5M of First United stock for Q4 2024, up 17% quarter-over-quarter.
  • 9 funds opened new First United positions in Q4 2024 and 4 closed out, a net change of +5 holders.
  • The largest First United buyer in Q4 2024 was Susquehanna International Group, an estimated $2.61M added.
  • The largest First United seller in Q4 2024 was Fourthstone LLC, an estimated $5.4M sold.

Based on aggregated 13F filings for Q4 2024.