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First Interstate BancSystem

207 hedge funds and large institutions have $2.58B invested in First Interstate BancSystem in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,332% more call options, than puts

Call options by funds: $975K | Put options by funds: $22K

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

23% more capital invested

Capital invested by funds: $2.1B → $2.58B (+$479M)

2% more funds holding

Funds holding: 202207 (+5)

6% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.28% less ownership

Funds ownership: 80.1%79.82% (-0.28%)

Holders
207
Holders Change
+5
Holders Change %
+2.48%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
76
Reduced
72
Closed
22
Calls
$975K
Puts
$22K
Net Calls
+$953K
Net Calls Change
+$967K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$25K +$2.96K +114 +16%
BTI
177
Blue Trust Inc
Georgia
$22K +$2.96K +114 +15%
Nomura Asset Management
178
Nomura Asset Management
Japan
$15.1K
ACM
179
Aquatic Capital Management
Illinois
$12K +$10.4K +400 New
Allspring Global Investments
180
Allspring Global Investments
North Carolina
$9.62K +$676 +26 +9%
EWA
181
EverSource Wealth Advisors
Alabama
$7.38K -$1.74K -67 -22%
GWSA
182
Global Wealth Strategies & Associates
Colorado
$7.38K
AF
183
Advisornet Financial
Minnesota
$7.09K +$494 +19 +9%
HCP
184
Hexagon Capital Partners
Arkansas
$6.92K +$208 +8 +4%
CJ
185
Caitlin John
Michigan
$4.61K +$3.9K +150 New
UB
186
UMB Bank
Missouri
$4.34K -$13.9K -535 -79%
GI
187
GAMMA Investing
California
$4.13K +$3.9K +150 New
FFA
188
Farther Finance Advisors
California
$3.63K +$3.07K +118 New
FP
189
Financial Perspectives
Minnesota
$3.08K
CA
190
Clearstead Advisors
Ohio
$3.08K +$2.6K +100 New
VCM
191
Versant Capital Management
Arizona
$2.95K
OC
192
Oakworth Capital
Alabama
$2.52K +$2.13K +82 New
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.28K
PWMG
194
Private Wealth Management Group
New Jersey
$954 +$806 +31 New
GWS
195
Glassman Wealth Services
Virginia
$923 +$780 +30 New
BIA
196
Bell Investment Advisors
California
$708 -$312 -12 -34%
Toronto Dominion Bank
197
Toronto Dominion Bank
Ontario, Canada
$615
CFGS
198
Concourse Financial Group Securities
Alabama
$553
JWA
199
JFS Wealth Advisors
Pennsylvania
$523 +$26 +1 +6%
PS
200
Principal Securities
Iowa
$492 +$416 +16 New

FIBK Hedge Fund Activity: Q4 2023 in Review

207 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q4 2023, worth a combined $2.58B — up 23% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FIBK positions and 22 closed out — a net gain of 7 holders — while 76 added to existing stakes and 72 trimmed.

The largest buyer was Franklin Resources, adding an estimated $37.7M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $29.3M sold.

  • 207 institutional investors held First Interstate BancSystem (FIBK) as of Q4 2023, up from 202 in Q3 2023.
  • Funds reported $2.58B of First Interstate BancSystem stock for Q4 2023, up 23% quarter-over-quarter.
  • 29 funds opened new First Interstate BancSystem positions in Q4 2023 and 22 closed out, a net change of +7 holders.
  • The largest First Interstate BancSystem buyer in Q4 2023 was Franklin Resources, an estimated $37.7M added.
  • The largest First Interstate BancSystem seller in Q4 2023 was DePrince Race & Zollo Inc (DRZ), an estimated $29.3M sold.

Based on aggregated 13F filings for Q4 2023.