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First Interstate BancSystem
FIBK

125 hedge funds and large institutions have $471M invested in First Interstate BancSystem in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $443M → $471M (+$28M)

6% more funds holding

Funds holding: 118 → 125 (+7)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
42
Reduced
46
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$12.4M
2
MAM
Martingale Asset Management
Massachusetts
+$1.53M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.33M
4
Morgan Stanley
Morgan Stanley
New York
+$1.32M
5
SFM
Systematic Financial Management
New Jersey
+$1.23M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$28.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$4.41M
3
CIM
Calvert Investment Management
Maryland
-$3.67M
4
EA
Emerald Acquisition
Washington
-$1.72M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
76
First Quadrant
California
$408K -$225K -7,554 -37%
EGM
77
Engineers Gate Manager
New York
$397K – – –
AG
78
Aperio Group
California
$393K +$372K +12,459 New
CG
79
Clinton Group
New York
$390K -$16.6K -556 -4%
WCM
80
Wedge Capital Management
North Carolina
$378K +$36.2K +1,215 +11%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$374K – – –
Citigroup
82
Citigroup
New York
$368K +$10.7K +357 +3%
AIG
83
American International Group
New York
$358K +$507 +17 +0.1%
BA
84
BlackRock Advisors
Delaware
$353K +$54.6K +1,829 +19%
BRWA
85
B. Riley Wealth Advisors
Florida
$341K -$20.9K -700 -3%
Citadel Advisors
86
Citadel Advisors
Florida
$333K +$316K +10,580 New
AI
87
Analytic Investors
California
$322K – – –
FA
88
FDx Advisors
Illinois
$322K +$305K +10,234 New
ONB
89
Old National Bancorp
Indiana
$304K +$288K +9,644 New
BG
90
BlackRock Group
United Kingdom
$269K -$15.5K -521 -6%
UBS AM
91
UBS AM
Illinois
$255K – – –
DC
92
Deere & Company
Illinois
$254K – – –
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$243K +$86.8K +2,908 +60%
Millennium Management
94
Millennium Management
New York
$235K +$222K +7,443 New
QI
95
Quotient Investors
New York
$214K +$203K +6,800 New
O
96
OppenheimerFunds
New York
$208K +$197K +6,589 New
BlackRock
97
BlackRock
New York
$156K +$5.37K +180 +4%
Victory Capital Management
98
Victory Capital Management
Texas
$147K +$13.5K +451 +11%
US Bancorp
99
US Bancorp
Minnesota
$144K – – –
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$115K -$6.5K -218 -6%
2 3
4
5 6

FIBK Hedge Fund Activity: Q3 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q3 2016, worth a combined $471M — up 6.3% from $443M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FIBK positions and 7 closed out — a net gain of 7 holders — while 42 added to existing stakes and 46 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $12.4M. The largest seller was Macquarie Group, cutting an estimated $28.8M.

  • 125 institutional investors held First Interstate BancSystem (FIBK) as of Q3 2016, up from 118 in Q2 2016.
  • Funds reported $471M of First Interstate BancSystem stock for Q3 2016, up 6.3% quarter-over-quarter.
  • 14 funds opened new First Interstate BancSystem positions in Q3 2016 and 7 closed out, a net change of +7 holders.
  • The largest First Interstate BancSystem buyer in Q3 2016 was AssetMark Inc, an estimated $12.4M added.
  • The largest First Interstate BancSystem seller in Q3 2016 was Macquarie Group, an estimated $28.8M sold.

Based on aggregated 13F filings for Q3 2016.