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First Interstate BancSystem

173 hedge funds and large institutions have $1.38B invested in First Interstate BancSystem in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$73.8M)

5% more funds holding

Funds holding: 164173 (+9)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0.87% more ownership

Funds ownership: 75.6%76.48% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
61
Reduced
60
Closed
11
Calls
$1.71M
Puts
Net Calls
+$1.71M
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Eagle Asset Management
Florida
$12.7M +$377K +8,994 +3%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$10.1M -$811K -19,359 -7%
N
28
Nuveen
North Carolina
$9.63M +$2.07M +49,478 +27%
Charles Schwab
29
Charles Schwab
California
$9.35M +$169K +4,024 +2%
MOACM
30
Mutual of America Capital Management
New York
$9.2M +$210K +5,004 +2%
BC
31
Burney Company
Virginia
$9.07M +$199K +4,746 +2%
CCMW
32
Cypress Capital Management (Wyoming)
Wyoming
$9M +$9M +214,771 New
FIB
33
First Interstate Bank
Montana
$8.95M -$970K -23,152 -10%
Allianz Asset Management
34
Allianz Asset Management
Germany
$8.46M -$2.36M -56,208 -22%
Federated Hermes
35
Federated Hermes
Pennsylvania
$7.71M -$3.57M -85,245 -32%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$7.69M +$3.48M +82,947 +83%
PCM
37
Peregrine Capital Management
Minnesota
$7.44M -$16.9K -404 -0.2%
PFC
38
Phocas Financial Corp
California
$7.29M -$1.84M -43,904 -20%
MPAM
39
Monarch Partners Asset Management
Massachusetts
$7.07M -$3.39M -80,795 -32%
PCA
40
Personal Capital Advisors
California
$6.42M +$2.55M +60,789 +66%
AllianceBernstein
41
AllianceBernstein
Tennessee
$6.37M +$2.97M +70,934 +88%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$6.3M +$4.75M +113,344 +307%
JP Morgan Chase
43
JP Morgan Chase
New York
$6.15M -$15.4M -367,158 -71%
Goldman Sachs
44
Goldman Sachs
New York
$5.67M -$445K -10,614 -7%
Comerica Bank
45
Comerica Bank
Texas
$4.79M +$2.27M +54,152 +79%
GLA
46
Great Lakes Advisors
Illinois
$4.09M +$216K +5,156 +6%
JC
47
JCSD Capital
California
$4.07M -$260K -6,199 -6%
Barclays
48
Barclays
United Kingdom
$3.37M +$1.12M +26,736 +50%
GWM
49
Geneos Wealth Management
Colorado
$3.33M +$168 +4 +0%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$3.32M -$180K -4,300 -5%

FIBK Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q4 2019, worth a combined $1.38B — up 5.7% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIBK positions and 11 closed out — a net gain of 11 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $13.6M. The largest seller was Fidelity Investments, cutting an estimated $24.2M.

  • 173 institutional investors held First Interstate BancSystem (FIBK) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.38B of First Interstate BancSystem stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 22 funds opened new First Interstate BancSystem positions in Q4 2019 and 11 closed out, a net change of +11 holders.
  • The largest First Interstate BancSystem buyer in Q4 2019 was Wellington Management Group, an estimated $13.6M added.
  • The largest First Interstate BancSystem seller in Q4 2019 was Fidelity Investments, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2019.