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First Interstate BancSystem

173 hedge funds and large institutions have $1.38B invested in First Interstate BancSystem in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 60 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.31B → $1.38B (+$73.8M)

5% more funds holding

Funds holding: 164173 (+9)

2% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 60

0.87% more ownership

Funds ownership: 75.6%76.48% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
173
Holders Change
+9
Holders Change %
+5.49%
% of All Funds
3.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
22
Increased
61
Reduced
60
Closed
11
Calls
$1.71M
Puts
Net Calls
+$1.71M
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$158M +$8.61M +205,456 +6%
Macquarie Group
2
Macquarie Group
Australia
$121M +$7.37M +175,760 +6%
BlackRock
3
BlackRock
New York
$116M -$1.28M -30,599 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$86.3M +$13.6M +325,553 +19%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$71.7M -$2.04M -48,716 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$65.2M +$10.7M +255,302 +20%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$65M -$24.2M -577,111 -27%
State Street
8
State Street
Massachusetts
$41.8M +$3.18M +75,857 +8%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$40.4M +$3.66M +87,313 +10%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$36.4M +$9.42M +224,659 +35%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$29.6M +$3.2M +76,313 +12%
Citadel Advisors
12
Citadel Advisors
Florida
$27.4M -$113K -2,688 -0.4%
Northern Trust
13
Northern Trust
Illinois
$26.6M -$1.28M -30,439 -5%
BG
14
Bahl & Gaynor
Ohio
$24.3M +$172K +4,095 +0.7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$22.9M +$204K +4,879 +0.9%
CVA
16
Ceredex Value Advisors
Florida
$21.1M -$2.86M -68,311 -12%
AR
17
Advisory Research
Illinois
$20.9M +$8.28M +197,442 +66%
ClearBridge Investments
18
ClearBridge Investments
New York
$20.8M -$782K -18,652 -4%
KCM
19
Kennedy Capital Management
Missouri
$20M -$476K -11,365 -2%
Bank of America
20
Bank of America
North Carolina
$17.8M +$1.13M +27,080 +7%
IAM
21
ICM Asset Management
Washington
$16.1M -$2.51M -60,000 -13%
Principal Financial Group
22
Principal Financial Group
Iowa
$13.9M +$1.01M +24,011 +8%
Wells Fargo
23
Wells Fargo
California
$13.2M -$614K -14,644 -4%
Renaissance Technologies
24
Renaissance Technologies
New York
$13.1M -$6.27M -149,702 -32%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$13.1M +$1.13M +26,945 +9%

FIBK Hedge Fund Activity: Q4 2019 in Review

173 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q4 2019, worth a combined $1.38B — up 5.7% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FIBK positions and 11 closed out — a net gain of 11 holders — while 61 added to existing stakes and 60 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $13.6M. The largest seller was Fidelity Investments, cutting an estimated $24.2M.

  • 173 institutional investors held First Interstate BancSystem (FIBK) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.38B of First Interstate BancSystem stock for Q4 2019, up 5.7% quarter-over-quarter.
  • 22 funds opened new First Interstate BancSystem positions in Q4 2019 and 11 closed out, a net change of +11 holders.
  • The largest First Interstate BancSystem buyer in Q4 2019 was Wellington Management Group, an estimated $13.6M added.
  • The largest First Interstate BancSystem seller in Q4 2019 was Fidelity Investments, an estimated $24.2M sold.

Based on aggregated 13F filings for Q4 2019.