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First Interstate BancSystem

171 hedge funds and large institutions have $1.02B invested in First Interstate BancSystem in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 73 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 50

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $939M → $1.02B (+$84.1M)

2.77% more ownership

Funds ownership: 75.08%77.85% (+2.8%)

2% more funds holding

Funds holding: 167171 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
73
Reduced
50
Closed
21
Calls
$1.17M
Puts
Net Calls
+$1.17M
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$118M -$4.58M -150,079 -4%
Macquarie Group
2
Macquarie Group
Australia
$93.9M +$6.57M +214,964 +8%
BlackRock
3
BlackRock
New York
$89.7M +$3.53M +115,448 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$69.5M +$1.01M +33,192 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$57.3M +$30.1M +985,843 +114%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$51.9M +$662K +21,672 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$46.9M -$153K -5,019 -0.3%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$37.2M +$5.97M +195,355 +19%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$35.8M -$470K -15,386 -1%
State Street
10
State Street
Massachusetts
$34.2M +$3.43M +112,323 +11%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$24.7M -$3.15M -103,019 -11%
Northern Trust
12
Northern Trust
Illinois
$20.5M +$1.36M +44,390 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.9M +$560K +18,345 +3%
BG
14
Bahl & Gaynor
Ohio
$17.9M -$307K -10,055 -2%
N
15
Nuveen
North Carolina
$16.2M +$8.23M +269,457 +106%
ClearBridge Investments
16
ClearBridge Investments
New York
$16M +$631K +20,672 +4%
Bank of America
17
Bank of America
North Carolina
$15.7M +$2.23M +73,003 +17%
CVA
18
Ceredex Value Advisors
Florida
$15.6M
KCM
19
Kennedy Capital Management
Missouri
$13.2M +$400K +13,099 +3%
Wells Fargo
20
Wells Fargo
California
$11.3M +$716K +23,453 +7%
Principal Financial Group
21
Principal Financial Group
Iowa
$10.8M +$826K +27,043 +8%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$10.3M +$953K +31,195 +10%
EAM
23
Eagle Asset Management
Florida
$9.49M -$1.14M -37,480 -11%
Charles Schwab
24
Charles Schwab
California
$8.59M +$1.02M +33,399 +14%
Citadel Advisors
25
Citadel Advisors
Florida
$7.89M -$10.7M -350,345 -58%

FIBK Hedge Fund Activity: Q2 2020 in Review

171 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q2 2020, worth a combined $1.02B — up 9% from $939M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FIBK positions and 21 closed out — a net gain of 5 holders — while 73 added to existing stakes and 50 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30.1M. The largest seller was Advisory Research, cutting an estimated $14.9M.

  • 171 institutional investors held First Interstate BancSystem (FIBK) as of Q2 2020, up from 167 in Q1 2020.
  • Funds reported $1.02B of First Interstate BancSystem stock for Q2 2020, up 9% quarter-over-quarter.
  • 26 funds opened new First Interstate BancSystem positions in Q2 2020 and 21 closed out, a net change of +5 holders.
  • The largest First Interstate BancSystem buyer in Q2 2020 was Fidelity Investments, an estimated $30.1M added.
  • The largest First Interstate BancSystem seller in Q2 2020 was Advisory Research, an estimated $14.9M sold.

Based on aggregated 13F filings for Q2 2020.