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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$144M +$52.7K +1,341 +0%
BlackRock
2
BlackRock
New York
$113M +$2.86M +72,806 +3%
Macquarie Group
3
Macquarie Group
Australia
$109M +$1.1M +28,058 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$85.7M +$5.78M +147,043 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70.8M -$251K -6,393 -0.4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$69.7M +$28.7M +730,568 +73%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$52.3M -$5.75M -146,409 -10%
State Street
8
State Street
Massachusetts
$37.1M -$4.3M -109,453 -11%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$35.2M +$7.79M +198,267 +29%
Northern Trust
10
Northern Trust
Illinois
$26.8M +$2.87M +73,113 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$26.5M +$182K +4,626 +0.7%
Aberdeen Group
12
Aberdeen Group
United Kingdom
$25.9M +$1.07M +27,298 +4%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$25.4M +$698K +17,771 +3%
BG
14
Bahl & Gaynor
Ohio
$23.2M +$1.33M +33,814 +6%
CVA
15
Ceredex Value Advisors
Florida
$23M -$680K -17,300 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$21.8M -$660K -16,784 -3%
ClearBridge Investments
17
ClearBridge Investments
New York
$20.8M -$1.73M -44,000 -8%
JP Morgan Chase
18
JP Morgan Chase
New York
$20.7M -$5.29M -134,477 -21%
KCM
19
Kennedy Capital Management
Missouri
$19.7M -$656K -16,689 -3%
Renaissance Technologies
20
Renaissance Technologies
New York
$18.6M -$1.48M -37,700 -8%
IAM
21
ICM Asset Management
Washington
$17.9M – – –
Bank of America
22
Bank of America
North Carolina
$16M +$1.19M +30,224 +8%
Wells Fargo
23
Wells Fargo
California
$13.3M +$262K +6,664 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$12.3M +$202K +5,148 +2%
AR
25
Advisory Research
Illinois
$12.1M +$9.41M +239,377 +390%
1
2 3 4 5

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.