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First Interstate BancSystem

171 hedge funds and large institutions have $1.04B invested in First Interstate BancSystem in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.02B → $1.04B (+$12.5M)

0% more funds holding

Funds holding: 171171 (0)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1.62% less ownership

Funds ownership: 77.85%76.23% (-1.6%)

19% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 64

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
171
Holders Change
Holders Change %
0%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
52
Reduced
64
Closed
22
Calls
$1.3M
Puts
Net Calls
+$1.3M
Net Calls Change
+$132K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$114M -$6.98M -225,267 -6%
Macquarie Group
2
Macquarie Group
Australia
$97.6M +$992K +32,024 +1%
BlackRock
3
BlackRock
New York
$91.4M -$817K -26,366 -0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$64.8M -$6.52M -210,403 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60.4M +$1.43M +46,044 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$54.3M +$878K +28,344 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$49.2M +$890K +28,726 +2%
Aberdeen Group
8
Aberdeen Group
United Kingdom
$40.1M +$1.81M +58,381 +5%
State Street
9
State Street
Massachusetts
$32.5M -$2.58M -83,388 -8%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$32.5M -$4.23M -136,627 -12%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$25.9M -$451K -14,549 -2%
N
12
Nuveen
North Carolina
$21.1M +$4.28M +138,193 +26%
Northern Trust
13
Northern Trust
Illinois
$20.1M -$967K -31,205 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$19.6M +$182K +5,860 +1%
Bank of America
15
Bank of America
North Carolina
$18.4M +$2.16M +69,724 +14%
BG
16
Bahl & Gaynor
Ohio
$17.9M -$560K -18,077 -3%
CVA
17
Ceredex Value Advisors
Florida
$17.1M +$1.05M +33,800 +7%
ClearBridge Investments
18
ClearBridge Investments
New York
$16.4M -$72.2K -2,329 -0.5%
KCM
19
Kennedy Capital Management
Missouri
$15.8M +$2.15M +69,352 +16%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$13.1M +$2.44M +78,802 +24%
Principal Financial Group
21
Principal Financial Group
Iowa
$11.2M +$89K +2,874 +0.8%
Wells Fargo
22
Wells Fargo
California
$10.6M -$1M -32,290 -9%
DRZID
23
DePrince Race & Zollo Inc (DRZ)
Florida
$9.35M +$9.09M +293,510 New
Charles Schwab
24
Charles Schwab
California
$9.11M +$272K +8,766 +3%
EAM
25
Eagle Asset Management
Florida
$8.97M -$842K -27,175 -9%

FIBK Hedge Fund Activity: Q3 2020 in Review

171 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q3 2020, worth a combined $1.04B — up 1.2% from $1.02B a quarter earlier.

Fund positioning in FIBK was balanced in Q3 2020: 22 funds opened new positions, 22 closed out, 52 added to existing stakes and 64 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $9.09M. The largest seller was Citadel Advisors, cutting an estimated $7.14M.

  • 171 institutional investors held First Interstate BancSystem (FIBK) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $1.04B of First Interstate BancSystem stock for Q3 2020, up 1.2% quarter-over-quarter.
  • 22 funds opened new First Interstate BancSystem positions in Q3 2020 and 22 closed out, a net change of 0 holders.
  • The largest First Interstate BancSystem buyer in Q3 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $9.09M added.
  • The largest First Interstate BancSystem seller in Q3 2020 was Citadel Advisors, an estimated $7.14M sold.

Based on aggregated 13F filings for Q3 2020.