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First Interstate BancSystem
FIBK

164 hedge funds and large institutions have $1.31B invested in First Interstate BancSystem in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 52

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$34.1M)

0.48% more ownership

Funds ownership: 75.12% → 75.6% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less funds holding

Funds holding: 172 → 164 (-8)

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
164
Holders Change
-8
Holders Change %
-4.65%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
63
Reduced
52
Closed
21
Calls
$1.64M
Puts
–
Net Calls
+$1.64M
Net Calls Change
+$506K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$28.7M
2
AR
Advisory Research
Illinois
+$9.41M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$7.79M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.78M
5
Northern Trust
Northern Trust
Illinois
+$2.87M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$8.3M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$5.75M
3
JP Morgan Chase
JP Morgan Chase
New York
-$5.29M
4
State Street
State Street
Massachusetts
-$4.3M
5
MCA
Mendon Capital Advisors
Florida
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
Eagle Asset Management
Florida
$11.8M +$1.31M +33,261 +13%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$11.5M +$288K +7,331 +3%
Federated Hermes
28
Federated Hermes
Pennsylvania
$10.8M -$453K -11,526 -4%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$10.4M +$585K +14,884 +6%
Allianz Asset Management
30
Allianz Asset Management
Germany
$10.4M -$2.14M -54,498 -17%
MPAM
31
Monarch Partners Asset Management
Massachusetts
$10M -$1.96M -49,772 -17%
FIB
32
First Interstate Bank
Montana
$9.52M -$633K -16,098 -6%
SBH
33
Segall Bryant & Hamill
Illinois
$9.37M -$825K -20,989 -8%
Charles Schwab
34
Charles Schwab
California
$8.81M +$114K +2,903 +1%
PFC
35
Phocas Financial Corp
California
$8.77M -$14.7K -374 -0.2%
MOACM
36
Mutual of America Capital Management
New York
$8.63M +$1.01M +25,572 +14%
BC
37
Burney Company
Virginia
$8.51M +$624K +15,885 +8%
N
38
Nuveen
North Carolina
$7.25M +$104K +2,641 +1%
PCM
39
Peregrine Capital Management
Minnesota
$7.16M -$1.59M -40,507 -19%
Goldman Sachs
40
Goldman Sachs
New York
$5.87M -$1.71M -43,500 -23%
ROC
41
River Oaks Capital
Minnesota
$5.65M -$405K -10,300 -7%
First Trust Advisors
42
First Trust Advisors
Illinois
$5.27M -$89.6K -2,280 -2%
JC
43
JCSD Capital
California
$4.15M – – –
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$4.05M +$1.54M +39,092 +64%
RCAMU
45
Rothschild & Co Asset Management US
Connecticut
$4M -$2.55M -64,839 -39%
PCA
46
Personal Capital Advisors
California
$3.72M +$454K +11,554 +14%
GLA
47
Great Lakes Advisors
Illinois
$3.71M +$426K +10,838 +13%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$3.39M +$216K +5,500 +7%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$3.36M +$1.19M +30,299 +57%
AllianceBernstein
50
AllianceBernstein
Tennessee
$3.26M – – –
1
2
3 4 5

FIBK Hedge Fund Activity: Q3 2019 in Review

164 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q3 2019, worth a combined $1.31B — up 2.7% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of FIBK and 14 opened new positions — a net loss of 7 holders — while 52 trimmed existing stakes and 63 added.

The largest buyer was Wellington Management Group, adding an estimated $28.7M. The largest seller was LSV Asset Management, exiting entirely with an estimated $8.3M sold.

  • 164 institutional investors held First Interstate BancSystem (FIBK) as of Q3 2019, down from 172 in Q2 2019.
  • Funds reported $1.31B of First Interstate BancSystem stock for Q3 2019, up 2.7% quarter-over-quarter.
  • 14 funds opened new First Interstate BancSystem positions in Q3 2019 and 21 closed out, a net change of -7 holders.
  • The largest First Interstate BancSystem buyer in Q3 2019 was Wellington Management Group, an estimated $28.7M added.
  • The largest First Interstate BancSystem seller in Q3 2019 was LSV Asset Management, an estimated $8.3M sold.

Based on aggregated 13F filings for Q3 2019.