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First Interstate BancSystem

167 hedge funds and large institutions have $939M invested in First Interstate BancSystem in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 54

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

1.4% less ownership

Funds ownership: 76.48%75.08% (-1.4%)

3% less funds holding

Funds holding: 173167 (-6)

32% less capital invested

Capital invested by funds: $1.38B → $939M (-$440M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
167
Holders Change
-6
Holders Change %
-3.47%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
70
Reduced
54
Closed
23
Calls
$911K
Puts
Net Calls
+$911K
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$114M +$6.14M +171,123 +5%
Macquarie Group
2
Macquarie Group
Australia
$81.3M -$2.54M -70,842 -2%
BlackRock
3
BlackRock
New York
$80.2M +$219K +6,104 +0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$63.8M +$5.51M +153,510 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$47.8M -$1.98M -55,329 -3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$43.8M -$1.29M -35,934 -2%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$33.8M +$16.7M +466,033 +66%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$29M +$4.93M +137,533 +16%
State Street
9
State Street
Massachusetts
$28.6M -$153K -4,272 -0.4%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$25.8M -$2.25M -62,696 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$24.9M -$24.7M -687,567 -44%
AR
12
Advisory Research
Illinois
$19.8M +$6.72M +187,259 +38%
Northern Trust
13
Northern Trust
Illinois
$17.8M -$655K -18,250 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$17.4M -$1.78M -49,637 -8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$17.1M +$1.64M +45,839 +8%
BG
16
Bahl & Gaynor
Ohio
$17M +$313K +8,732 +2%
CVA
17
Ceredex Value Advisors
Florida
$14.5M -$17.9K -500 -0.1%
ClearBridge Investments
18
ClearBridge Investments
New York
$14.3M -$88.5K -2,468 -0.5%
Bank of America
19
Bank of America
North Carolina
$12.5M +$405K +11,301 +3%
KCM
20
Kennedy Capital Management
Missouri
$11.9M -$2.33M -64,857 -14%
IAM
21
ICM Asset Management
Washington
$11.4M +$359K +10,000 +3%
EAM
22
Eagle Asset Management
Florida
$10M +$1.56M +43,568 +14%
Wells Fargo
23
Wells Fargo
California
$9.88M +$976K +27,212 +9%
Principal Financial Group
24
Principal Financial Group
Iowa
$9.31M -$285K -7,951 -2%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$8.73M -$378K -10,528 -3%

FIBK Hedge Fund Activity: Q1 2020 in Review

167 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q1 2020, worth a combined $939M — down 32% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FIBK and 21 opened new positions — a net loss of 2 holders — while 54 trimmed existing stakes and 70 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $16.7M. The largest seller was Fidelity Investments, cutting an estimated $24.7M.

  • 167 institutional investors held First Interstate BancSystem (FIBK) as of Q1 2020, down from 173 in Q4 2019.
  • Funds reported $939M of First Interstate BancSystem stock for Q1 2020, down 32% quarter-over-quarter.
  • 21 funds opened new First Interstate BancSystem positions in Q1 2020 and 23 closed out, a net change of -2 holders.
  • The largest First Interstate BancSystem buyer in Q1 2020 was Thrivent Financial for Lutherans, an estimated $16.7M added.
  • The largest First Interstate BancSystem seller in Q1 2020 was Fidelity Investments, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2020.