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First Interstate BancSystem

194 hedge funds and large institutions have $1.58B invested in First Interstate BancSystem in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 55 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 55

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

11% more capital invested

Capital invested by funds: $1.42B → $1.58B (+$159M)

8.57% more ownership

Funds ownership: 84.32%92.89% (+8.6%)

2% more funds holding

Funds holding: 190194 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less call options, than puts

Call options by funds: $581K | Put options by funds: $667K

Holders
194
Holders Change
+4
Holders Change %
+2.11%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
70
Reduced
55
Closed
23
Calls
$581K
Puts
$667K
Net Calls
-$86K
Net Calls Change
-$822K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$220M -$10.8M -259,443 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$146M -$603K -14,519 -0.4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$114M +$68.7M +1,656,061 +144%
Macquarie Group
4
Macquarie Group
Australia
$99M -$7.1M -170,950 -7%
State Street
5
State Street
Massachusetts
$69.9M +$20.9M +503,632 +41%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$66.5M +$4.71M +113,493 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$61.2M -$5.87M -141,495 -9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$61.2M -$1.79M -43,073 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$42.2M -$941K -22,678 -2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$38M -$573K -13,800 -1%
N
11
Nuveen
North Carolina
$37.9M +$15.7M +378,192 +68%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$37M -$2.15M -51,856 -5%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$36.1M +$293K +7,062 +0.8%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$28.8M +$3.47M +83,492 +13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$27.4M +$263K +6,346 +1%
CVA
16
Ceredex Value Advisors
Florida
$25.4M -$1.55M -37,304 -6%
Bank of America
17
Bank of America
North Carolina
$23.6M -$1.68M -40,369 -6%
Millennium Management
18
Millennium Management
New York
$23.6M +$19M +456,973 +370%
BG
19
Bahl & Gaynor
Ohio
$23.5M +$456K +10,974 +2%
Northern Trust
20
Northern Trust
Illinois
$18.9M -$314K -7,556 -2%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$16.9M +$1.04M +25,059 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$16.6M -$714K -17,200 -4%
KCM
23
Kennedy Capital Management
Missouri
$15.1M +$9.59M +231,043 +164%
Charles Schwab
24
Charles Schwab
California
$13.7M +$616K +14,840 +5%
HA
25
Heartland Advisors
Wisconsin
$11.9M +$5.52M +133,089 +84%

FIBK Hedge Fund Activity: Q4 2021 in Review

194 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q4 2021, worth a combined $1.58B — up 11% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FIBK positions and 23 closed out — a net gain of 5 holders — while 70 added to existing stakes and 55 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $68.7M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $13.2M sold.

  • 194 institutional investors held First Interstate BancSystem (FIBK) as of Q4 2021, up from 190 in Q3 2021.
  • Funds reported $1.58B of First Interstate BancSystem stock for Q4 2021, up 11% quarter-over-quarter.
  • 28 funds opened new First Interstate BancSystem positions in Q4 2021 and 23 closed out, a net change of +5 holders.
  • The largest First Interstate BancSystem buyer in Q4 2021 was Massachusetts Financial Services, an estimated $68.7M added.
  • The largest First Interstate BancSystem seller in Q4 2021 was ClearBridge Investments, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2021.