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First Interstate BancSystem

222 hedge funds and large institutions have $2.48B invested in First Interstate BancSystem in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $523K | Put options by funds: $232K

53% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 66

2.38% more ownership

Funds ownership: 77.13%79.51% (+2.4%)

13% less funds holding

Funds holding: 254222 (-32)

18% less capital invested

Capital invested by funds: $3.01B → $2.48B (-$529M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

51% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 51

Holders
222
Holders Change
-32
Holders Change %
-12.6%
% of All Funds
3.54%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
25
Increased
101
Reduced
66
Closed
51
Calls
$523K
Puts
$232K
Net Calls
+$291K
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
251
Evergreen Capital Management
Washington
-$315K -8,147 Closed
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
-$295K -7,645 Closed
PMEF
253
Point72 Middle East FZE
United Arab Emirates
-$283K -7,311 Closed
WTB
254
Washington Trust Bank
Washington
-$260K -6,733 Closed
RJFSA
255
Raymond James Financial Services Advisors
Florida
-$230K -5,941 Closed
Mackenzie Financial
256
Mackenzie Financial
Ontario, Canada
-$224K -5,795 Closed
GCP
257
GSA Capital Partners
United Kingdom
-$215K -5,574 Closed
B
258
Bailard
California
-$215K -5,554 Closed
DTL
259
Dynamic Technology Lab
Singapore
-$215K -5,554 Closed
FC
260
FORA Capital
Florida
-$206K -5,323 Closed
MCM
261
Mengis Capital Management
Oregon
-$200K -5,191 Closed
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
-$47K -1,236 Closed
BWM
263
BerganKDV Wealth Management
Minnesota
-$38.6K -1,000 Closed
QL
264
Quarry LP
New York
-$18.8K -487 Closed
PFA
265
Pathway Financial Advisers
Indiana
-$11.4K -296 Closed
IA
266
IFP Advisors
Florida
-$10K -284 Closed
JC
267
JCSD Capital
California
-$7.73K -200 Closed
AssetMark Inc
268
AssetMark Inc
California
-$1.97K -51 Closed
EI
269
Ellevest Inc
New York
-$1.97K -51 Closed
STCOSD
270
Sageworth Trust Company of South Dakota
South Dakota
-$1K -37 Closed
TCM
271
Tradewinds Capital Management
Washington
-$464 -12 Closed

FIBK Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q1 2023, worth a combined $2.48B — down 18% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of FIBK and 25 opened new positions — a net loss of 26 holders — while 66 trimmed existing stakes and 101 added.

The largest buyer was Fidelity Investments, adding an estimated $42.3M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $40M sold.

  • 222 institutional investors held First Interstate BancSystem (FIBK) as of Q1 2023, down from 254 in Q4 2022.
  • Funds reported $2.48B of First Interstate BancSystem stock for Q1 2023, down 18% quarter-over-quarter.
  • 25 funds opened new First Interstate BancSystem positions in Q1 2023 and 51 closed out, a net change of -26 holders.
  • The largest First Interstate BancSystem buyer in Q1 2023 was Fidelity Investments, an estimated $42.3M added.
  • The largest First Interstate BancSystem seller in Q1 2023 was Westfield Capital Management, an estimated $40M sold.

Based on aggregated 13F filings for Q1 2023.