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First Interstate BancSystem

202 hedge funds and large institutions have $2.1B invested in First Interstate BancSystem in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 69

5% more capital invested

Capital invested by funds: $1.99B → $2.1B (+$106M)

0.14% less ownership

Funds ownership: 80.24%80.1% (-0.14%)

2% less call options, than puts

Call options by funds: $614K | Put options by funds: $628K

5% less funds holding

Funds holding: 213202 (-11)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
202
Holders Change
-11
Holders Change %
-5.16%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
80
Reduced
69
Closed
28
Calls
$614K
Puts
$628K
Net Calls
-$14K
Net Calls Change
+$238K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M -$1.45M -55,637 -0.6%
BlackRock
2
BlackRock
New York
$208M +$23.3M +892,494 +12%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$161M +$740K +28,343 +0.4%
FIB
4
First Interstate Bank
Montana
$152M +$95.6K +3,662 +0.1%
Franklin Resources
5
Franklin Resources
California
$99.9M +$12.9M +494,647 +14%
Macquarie Group
6
Macquarie Group
Australia
$97.3M -$3.02M -115,513 -3%
State Street
7
State Street
Massachusetts
$81.5M -$11.5M -441,509 -12%
JP Morgan Chase
8
JP Morgan Chase
New York
$81.2M -$3.88M -148,599 -4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$74.1M +$8.07M +308,985 +12%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$70.5M +$7.47M +286,160 +11%
American Century Companies
11
American Century Companies
Missouri
$55.5M +$2.27M +87,039 +4%
Millennium Management
12
Millennium Management
New York
$48.6M +$14.4M +552,699 +40%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$47.6M +$361K +13,830 +0.7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$45.1M +$464K +17,781 +1%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$44.2M -$3.05M -116,832 -6%
Morgan Stanley
16
Morgan Stanley
New York
$37.4M +$5.27M +201,979 +16%
Jennison Associates
17
Jennison Associates
New York
$35.6M +$18M +688,906 +93%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$30.1M -$4.6M -176,387 -13%
DRZID
19
DePrince Race & Zollo Inc (DRZ)
Florida
$29.3M +$12M +460,424 +64%
Bank of America
20
Bank of America
North Carolina
$26.2M +$1.16M +44,557 +4%
Charles Schwab
21
Charles Schwab
California
$22.2M -$878K -33,636 -4%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$21.2M -$4.52M -173,042 -17%
Northern Trust
23
Northern Trust
Illinois
$20.9M -$350K -13,403 -2%
BG
24
Bahl & Gaynor
Ohio
$17.6M +$394K +15,092 +2%
Norges Bank
25
Norges Bank
Norway
$16.8M -$3.11M -119,300 -15%

FIBK Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Interstate BancSystem (FIBK) for Q3 2023, worth a combined $2.1B — up 5.3% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FIBK and 19 opened new positions — a net loss of 9 holders — while 69 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, adding an estimated $23.3M. The largest seller was Citadel Advisors, cutting an estimated $19.4M.

  • 202 institutional investors held First Interstate BancSystem (FIBK) as of Q3 2023, down from 213 in Q2 2023.
  • Funds reported $2.1B of First Interstate BancSystem stock for Q3 2023, up 5.3% quarter-over-quarter.
  • 19 funds opened new First Interstate BancSystem positions in Q3 2023 and 28 closed out, a net change of -9 holders.
  • The largest First Interstate BancSystem buyer in Q3 2023 was BlackRock, an estimated $23.3M added.
  • The largest First Interstate BancSystem seller in Q3 2023 was Citadel Advisors, an estimated $19.4M sold.

Based on aggregated 13F filings for Q3 2023.