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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
AssetMark Inc
151
AssetMark Inc
California
$19K – – –
MIFH
152
Migdal Insurance & Financial Holdings
Israel
$18K -$8.29K -211 -32%
HI
153
Human Investing
Oregon
$10K – – –
QT
154
Quantbot Technologies
New York
$8K -$11.8K -300 -60%
OAM
155
Oppenheimer Asset Management
New York
$7K – – –
PAI
156
Pittenger & Anderson Inc
Nebraska
$6K – – –
TRCT
157
Tower Research Capital (TRC)
New York
$6K +$2K +51 +50%
EWA
158
Evolution Wealth Advisors
Florida
$6K +$5.42K +138 New
ASN
159
Advisory Services Network
Georgia
$5K – – –
SFS
160
Sowell Financial Services
Arkansas
$5K +$4.52K +115 New
FRA
161
Front Row Advisors
California
$1K – – –
GT
162
Glenmede Trust
Pennsylvania
$4 – – –
LSV Asset Management
163
LSV Asset Management
Illinois
– -$8.3M -209,500 Closed
MCA
164
Mendon Capital Advisors
Florida
– -$3.69M -93,058 Closed
Massachusetts Financial Services
165
Massachusetts Financial Services
Massachusetts
– -$3.51M -88,619 Closed
CRC
166
Curi RMB Capital
Illinois
– -$3.42M -86,469 Closed
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
– -$2.57M -64,899 Closed
JG
168
Jefferies Group
New York
– -$400K -10,100 Closed
SLF
169
Sun Life Financial
Ontario, Canada
– -$395K -9,979 Closed
WG
170
Winton Group
United Kingdom
– -$388K -9,784 Closed
Holocene Advisors
171
Holocene Advisors
New York
– -$296K -7,462 Closed
WCM
172
Wedge Capital Management
North Carolina
– -$290K -7,323 Closed
EM
173
ELCO Management
New York
– -$246K -6,223 Closed
USAA
174
United Services Automobile Association
Texas
– -$233K -5,887 Closed
SI
175
Stephens Inc
Arkansas
– -$217K -5,471 Closed
4 5 6
7
8

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.