Monitor for follow-on buying from other institutions and potential inclusion in broader financial sector ETFs. Given the small market cap, continued passive inflows could drive meaningful price impact. Consider this a signal of growing institutional recognition, though retail and analyst coverage remain limited.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their holdings in First Community Corp (FCCO) during Q4 2024, with aggregate buying totaling $1.8M in net new value. UBS alone drove the majority of the activity, doubling its position and increasing its stake value from $18K to $1.5M. This coordinated accumulation by large financial institutions suggests growing institutional interest despite the stock's small market cap of $222M.
Key Financial Metrics
Institutional Positions
Net institutional flow: $1.8M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +45.6% | $552.0K | $213.0K |
| Wells Fargo | DOUBLED | +419.8% | $225.0K | $186.0K |
| UBS | DOUBLED | +7148% | $1.5M | $1.4M |
Key Facts
- Three mega-passive institutions (Morgan Stanley, Wells Fargo, UBS) added $1.8M in net new positions in FCCO during Q4 2024.
- UBS increased its stake by 7,148%, adding 59,800 shares and increasing position value by $1.4M.
- Wells Fargo doubled its position with a 419.8% share increase; Morgan Stanley added 45.6% more shares.
- No institutional selling was reported in this quarter, indicating one-sided institutional demand.
Financial Impact
3 institutions accumulated $1.8M in net new positions, bringing total institutional holdings in this cluster to $2.2M.
Risk Factors
- The cluster consists entirely of passive managers, suggesting the moves may reflect index rebalancing rather than fundamental conviction.
- Low float and small market cap make the stock vulnerable to volatility if institutions reverse course.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FCCO-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $32.99 $33.10 | ▲ +0.33% | ▲ +0.86% | — |
Oct 21, 2026 6d ago | Press Release | $32.77 $32.99 | ▲ +0.67% | ▲ +1.85% | — |
Oct 6, 2026 20d ago | 3 | $32.33 $32.44 | ▲ +0.34% | ▲ +0.76% | — |
Oct 6, 2026 20d ago | 3 | $32.33 $32.44 | ▲ +0.34% | ▲ +0.76% | — |
Oct 2, 2026 25d ago | 8-K | $32.67 $32.58 | ▼ −0.28% | ▼ −0.95% | — |
Oct 1, 2026 26d ago | 8-K | $32.47 $32.67 | ▲ +0.62% | ▼ −0.12% | — |
Sep 16, 2026 5w ago | 8-K | $33.60 $33.80 | ▲ +0.60% | ▼ −0.54% | — |
Aug 26, 2026 8w ago | Insider Cluster | $33.40 $33.63 | ▲ +0.69% | ▲ +0.92% | — |
Aug 19, 2026 9w ago | 8-K | $33.80 $33.96 | ▲ +0.47% | ▲ +1.31% | — |
Aug 12, 2026 10w ago | Institutional Cluster | $34.16 $34.58 | ▲ +1.23% | ▲ +0.53% | — |
US Market Status
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