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First Interstate BancSystem
FIBK

226 hedge funds and large institutions have $2.21B invested in First Interstate BancSystem in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $582K | Put options by funds: $84K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

9% more funds holding

Funds holding: 207 → 226 (+19)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1.67% less ownership

Funds ownership: 79.82% → 78.14% (-1.7%)

14% less capital invested

Capital invested by funds: $2.58B → $2.21B (-$367M)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
226
Holders Change
+19
Holders Change %
+9.18%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
37
Increased
72
Reduced
84
Closed
18
Calls
$582K
Puts
$84K
Net Calls
+$498K
Net Calls Change
-$455K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$33.1M
2
Citadel Advisors
Citadel Advisors
Florida
+$32.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$17M
4
State Street
State Street
Massachusetts
+$16M
5
JP Morgan Chase
JP Morgan Chase
New York
+$8M

Top Sellers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
-$49.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$49.8M
3
Morgan Stanley
Morgan Stanley
New York
-$28.3M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$19.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
201
Global Wealth Strategies & Associates
Colorado
$6.53K – – –
EWA
202
EverSource Wealth Advisors
Alabama
$6.41K – – –
GI
203
GAMMA Investing
California
$5.31K +$1.23K +45 +30%
UB
204
UMB Bank
Missouri
$3.84K – – –
CA
205
Clearstead Advisors
Ohio
$2.75K – – –
FP
206
Financial Perspectives
Minnesota
$2.72K – – –
OC
207
Oakworth Capital
Alabama
$2.23K – – –
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.01K – – –
BFEC
209
Benjamin F. Edwards & Company
Missouri
$2K +$1.97K +72 New
FFA
210
Farther Finance Advisors
California
$1.63K -$1.53K -56 -47%
HNB
211
Huntington National Bank
Ohio
$1.39K +$1.36K +50 +5,000%
CA
212
CoreCap Advisors
Michigan
$1.36K +$1.36K +50 New
AF
213
Advisornet Financial
Minnesota
$871 -$5.43K -199 -86%
PWMG
214
Private Wealth Management Group
New Jersey
$844 – – –
BIA
215
Bell Investment Advisors
California
$626 – – –
SIC
216
SJS Investment Consulting
Ohio
$572 +$164 +6 +40%
FRA
217
Front Row Advisors
California
$544 +$546 +20 New
AWM
218
Avior Wealth Management
Nebraska
$516 +$519 +19 New
CFGS
219
Concourse Financial Group Securities
Alabama
$489 – – –
JWA
220
JFS Wealth Advisors
Pennsylvania
$463 – – –
PS
221
Principal Securities
Iowa
$435 – – –
SAM
222
Smartleaf Asset Management
Massachusetts
$386 +$382 +14 New
RIL
223
Rothschild Investment LLC
Illinois
$272 +$273 +10 New
DPW
224
DiNuzzo Private Wealth
Pennsylvania
$245 -$27 -1 -10%
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$218 +$218 +8 New
6 7 8
9
10

FIBK Hedge Fund Activity: Q1 2024 in Review

226 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q1 2024, worth a combined $2.21B — down 14% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FIBK positions and 18 closed out — a net gain of 19 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Invesco, adding an estimated $33.1M. The largest seller was Macquarie Group, cutting an estimated $49.8M.

  • 226 institutional investors held First Interstate BancSystem (FIBK) as of Q1 2024, up from 207 in Q4 2023.
  • Funds reported $2.21B of First Interstate BancSystem stock for Q1 2024, down 14% quarter-over-quarter.
  • 37 funds opened new First Interstate BancSystem positions in Q1 2024 and 18 closed out, a net change of +19 holders.
  • The largest First Interstate BancSystem buyer in Q1 2024 was Invesco, an estimated $33.1M added.
  • The largest First Interstate BancSystem seller in Q1 2024 was Macquarie Group, an estimated $49.8M sold.

Based on aggregated 13F filings for Q1 2024.