BUSE FIRST BUSEY CORP /NV/
Executive Summary
A mixed institutional cluster for First Busey (BUSE) in Q3 2025 shows Wellington Management nearly doubling its stake (+$81.2M) alongside State Street and Morgan Stanley adding, while five firms—including D.E. Shaw (near-exit) and Citadel (trim)—reduced positions. The net buying of ~$101.5M by three institutions is offset by ~$8.5M in sales across five sellers, signaling divergent conviction among active versus passive funds.
Key Financial Metrics
Institutional Positions
Net institutional flow: $93.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wellington Management Group | DOUBLED | +94.4% | $165.2M | $81.2M |
| State Street | ADD | +28.3% | $76.3M | $17.5M |
| Morgan Stanley | ADD | +25.8% | $13.0M | $2.8M |
▼ Sellers (5)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | NEAR_EXIT | -87.5% | $3.0M | -$2.7M |
| Citadel | TRIM | -54% | $2.0M | -$1.1M |
| UBS AG | TRIM | -37.3% | $4.9M | -$1.8M |
| UBS AM | TRIM | -34.3% | $6.2M | -$2.1M |
| Ameriprise Financial | TRIM | -39.1% | $2.4M | -$907.9K |
Actionable Insight
The cluster is narrow (3 buyers vs 5 sellers) and dominated by a single active manager (Wellington) with passive adds from State Street/Morgan Stanley. The opposite-direction selling by D.E. Shaw and Citadel suggests they disagree with the re-rating thesis. Wait for a subsequent 13F or a material catalyst (earnings, M&A) to determine which side is correct; BUSE's 71% analyst bullishness does not translate into uniform institutional conviction here.
Key Facts
- Q3 2025 net institutional direction is mixed: 3 buyers added $101.5M while 5 sellers reduced $8.5M
- Wellington Management nearly doubled its stake to $165.2M (+$81.2M, +94.4% shares), the largest single move
- Two quant funds (D.E. Shaw, Citadel) and two asset managers (UBS AM, Ameriprise) reduced positions meaningfully
- Passive index funds State Street (+$17.5M) and Morgan Stanley (+$2.8M) were the other two buyers
- D.E. Shaw exited 87.5% of its BUSE position, leaving only $387K; Citadel trimmed 54%
Financial Impact
3 institutions accumulated $254.5M in combined holdings (net +$101.5M) while 5 sellers trimmed $8.5M in aggregate — Wellington alone accounts for $81.2M of the buying
Risk Factors
- Quant funds exiting near-fully (D.E. Shaw at -87.5%) could indicate concerns about loan quality or rate sensitivity not captured by consensus EPS estimates
- Wellington's large ADD (+94% in one quarter) creates overhang risk if they reverse next quarter
- 13F data is 45+ days stale — the cluster may have already been unwound
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BUSE-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $28.20 awaiting T+20 | awaiting T+20 | — | — |
|
Apr 28, 2026
6w ago
|
Press Release
| $25.77 $27.25 | ▼ −5.74% | ▲ +0.31% | — |
|
Mar 16, 2026
13w ago
|
Insider Cluster
| $24.86 $26.54 | ▲ +6.73% | ▲ +2.95% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access