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First Interstate BancSystem

167 hedge funds and large institutions have $1.08B invested in First Interstate BancSystem in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.55% more ownership

Funds ownership: 77.51%79.06% (+1.6%)

0% more funds holding

Funds holding: 167167 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

18% less capital invested

Capital invested by funds: $1.32B → $1.08B (-$235M)

Holders
167
Holders Change
Holders Change %
0%
% of All Funds
3.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
53
Reduced
57
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
26
Phocas Financial Corp
California
$8.94M -$235K -5,665 -2%
Wells Fargo
27
Wells Fargo
California
$8.68M -$511K -12,299 -5%
Bank of America
28
Bank of America
North Carolina
$8.19M -$1.17M -28,078 -11%
PCM
29
Peregrine Capital Management
Minnesota
$8.05M +$2.14M +51,493 +31%
MOACM
30
Mutual of America Capital Management
New York
$7.01M -$168K -4,031 -2%
Charles Schwab
31
Charles Schwab
California
$6.53M +$778K +18,714 +12%
FIB
32
First Interstate Bank
Montana
$6.39M +$1.01M +24,292 +16%
BC
33
Burney Company
Virginia
$6.38M -$145K -3,494 -2%
RCAMU
34
Rothschild & Co Asset Management US
Connecticut
$6.03M +$1.39M +33,552 +26%
EAM
35
Eagle Asset Management
Florida
$5.92M +$6.72M +161,837 New
MCA
36
Mendon Capital Advisors
Florida
$5.39M +$4.05M +97,412 +195%
First Trust Advisors
37
First Trust Advisors
Illinois
$4.39M -$977K -23,514 -16%
CRC
38
Curi RMB Capital
Illinois
$4.22M +$4.79M +115,394 New
Morgan Stanley
39
Morgan Stanley
New York
$3.91M -$1.45M -34,816 -25%
TCIM
40
TIAA CREF Investment Management
New York
$3.8M -$462K -11,118 -10%
JC
41
JCSD Capital
California
$3.77M
AQR Capital Management
42
AQR Capital Management
Connecticut
$3.4M -$1.55M -37,223 -29%
GLA
43
Great Lakes Advisors
Illinois
$3.27M +$3.72M +89,431 New
Two Sigma Advisers
44
Two Sigma Advisers
New York
$3.11M -$908K -21,860 -20%
PPA
45
Parametric Portfolio Associates
Washington
$3.07M -$328K -7,890 -9%
Goldman Sachs
46
Goldman Sachs
New York
$3.02M +$875K +21,067 +34%
ROC
47
River Oaks Capital
Minnesota
$2.97M
GWM
48
Geneos Wealth Management
Colorado
$2.9M -$4.03K -97 -0.1%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$2.69M -$14.3M -343,317 -82%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.61M -$167K -4,021 -5%

FIBK Hedge Fund Activity: Q4 2018 in Review

167 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q4 2018, worth a combined $1.08B — down 18% from $1.32B a quarter earlier.

Fund positioning in FIBK was balanced in Q4 2018: 26 funds opened new positions, 26 closed out, 53 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $33.4M. The largest seller was Bank of New York Mellon, cutting an estimated $35.2M.

  • 167 institutional investors held First Interstate BancSystem (FIBK) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $1.08B of First Interstate BancSystem stock for Q4 2018, down 18% quarter-over-quarter.
  • 26 funds opened new First Interstate BancSystem positions in Q4 2018 and 26 closed out, a net change of 0 holders.
  • The largest First Interstate BancSystem buyer in Q4 2018 was Fidelity Investments, an estimated $33.4M added.
  • The largest First Interstate BancSystem seller in Q4 2018 was Bank of New York Mellon, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2018.