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First Interstate BancSystem
FIBK

125 hedge funds and large institutions have $380M invested in First Interstate BancSystem in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $390M → $380M (-$9.8M)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

2% less funds holding

Funds holding: 128 → 125 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
125
Holders Change
-3
Holders Change %
-2.34%
% of All Funds
3.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
48
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
+$5.28M
2
UOC
UBS O'Connor
Illinois
+$5.09M
3
LSV Asset Management
LSV Asset Management
Illinois
+$4.54M
4
State Street
State Street
Massachusetts
+$4.16M
5
PIM
Perkins Investment Management
Illinois
+$2.58M

Top Sellers

1
AL
AJO LP
Pennsylvania
-$8.49M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$4.65M
3
Barclays
Barclays
United Kingdom
-$2.62M
4
NI
Numeric Investors
Massachusetts
-$2.47M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
26
Mutual of America Capital Management
New York
$4.4M – – –
NFA
27
Nationwide Fund Advisors
Ohio
$4.35M -$18.6K -710 -0.4%
RFC
28
Russell Frank Company
Washington
$3.92M -$848K -32,376 -18%
FIB
29
First Interstate Bank
Montana
$3.91M -$757K -28,929 -17%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$3.87M +$75.9K +2,900 +2%
Morgan Stanley
31
Morgan Stanley
New York
$3.87M -$613K -23,400 -14%
U
32
UBS
Switzerland
$3.74M +$93.8K +3,581 +3%
Invesco
33
Invesco
Georgia
$3.02M -$30.5K -1,164 -1%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$2.85M -$9.35K -357 -0.3%
PIM
35
Perkins Investment Management
Illinois
$2.68M +$2.58M +98,609 New
Charles Schwab
36
Charles Schwab
California
$2.67M +$480K +18,344 +23%
RCYC
37
Richard C. Young & Co
Rhode Island
$2.59M +$2.5M +95,368 New
PCM
38
Piermont Capital Management
Missouri
$2.57M +$457K +17,443 +23%
PPA
39
Parametric Portfolio Associates
Washington
$2.57M -$13K -495 -0.5%
TCIM
40
TIAA CREF Investment Management
New York
$2.5M +$277K +10,596 +13%
QI
41
Quotient Investors
New York
$2.38M +$75.9K +2,900 +3%
GIP
42
Granite Investment Partners
California
$2.36M +$316K +12,055 +16%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$2.1M +$31.4K +1,200 +2%
MAM
44
Martingale Asset Management
Massachusetts
$2.03M -$11.8K -450 -0.6%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.83M -$493K -18,812 -22%
Citadel Advisors
46
Citadel Advisors
Florida
$1.82M +$372K +14,226 +27%
CAM
47
ClariVest Asset Management
California
$1.73M +$1.52K +58 +0.1%
BIM
48
BlackRock Investment Management
Delaware
$1.54M -$70.7K -2,700 -5%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$1.53M -$110K -4,200 -7%
SCM
50
Sterling Capital Management
North Carolina
$1.45M +$33.8K +1,289 +2%
1
2
3 4 5

FIBK Hedge Fund Activity: Q2 2014 in Review

125 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q2 2014, worth a combined $380M — down 2.5% from $390M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FIBK and 12 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 48 added.

The largest buyer was Allianz Asset Management, adding an estimated $5.28M. The largest seller was AJO LP, cutting an estimated $8.49M.

  • 125 institutional investors held First Interstate BancSystem (FIBK) as of Q2 2014, down from 128 in Q1 2014.
  • Funds reported $380M of First Interstate BancSystem stock for Q2 2014, down 2.5% quarter-over-quarter.
  • 12 funds opened new First Interstate BancSystem positions in Q2 2014 and 15 closed out, a net change of -3 holders.
  • The largest First Interstate BancSystem buyer in Q2 2014 was Allianz Asset Management, an estimated $5.28M added.
  • The largest First Interstate BancSystem seller in Q2 2014 was AJO LP, an estimated $8.49M sold.

Based on aggregated 13F filings for Q2 2014.