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Financial Institutions
FISI

Overview Fund Activity

78 hedge funds and large institutions have $160M invested in Financial Institutions in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.8M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$11.6M
4
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$11.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$867K 47,069 +47,069 New
MCM
27
Munder Capital Management
Michigan
$783K 42,535 +42,535 New
Prudential Financial
28
Prudential Financial
New Jersey
$752K 40,854 +40,854 New
Deutsche Bank
29
Deutsche Bank
Germany
$714K 38,858 +38,858 New
PPA
30
Parametric Portfolio Associates
Washington
$657K 35,699 +35,699 New
MA
31
MUFG Americas
New York
$580K 31,500 +31,500 New
MC
32
Menta Capital
California
$575K 31,248 +31,248 New
PWM
33
ParenteBeard Wealth Management
Pennsylvania
$568K 30,843 +30,843 New
AllianceBernstein
34
AllianceBernstein
Tennessee
$532K 28,900 +28,900 New
PAM
35
Panagora Asset Management
Massachusetts
$501K 27,200 +27,200 New
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$501K 27,201 +27,201 New
Charles Schwab
37
Charles Schwab
California
$481K 24,600 +24,600 New
Two Sigma Investments
38
Two Sigma Investments
New York
$457K 24,848 +24,848 New
WCM
39
Wedge Capital Management
North Carolina
$454K 24,675 +24,675 New
AG
40
Algert Global
California
$453K 24,594 +24,594 New
Goldman Sachs
41
Goldman Sachs
New York
$449K 24,383 +24,383 New
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$443K 24,039 +24,039 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$394K 21,387 +21,387 New
CIC
44
Cornercap Investment Counsel
Georgia
$332K 18,056 +18,056 New
GMIM
45
General Motors Investment Management
New York
$326K 17,692 +17,692 New
TA
46
Teachers Advisors
New York
$306K 16,629 +16,629 New
Two Sigma Advisers
47
Two Sigma Advisers
New York
$303K 16,387 +16,387 New
First Trust Advisors
48
First Trust Advisors
Illinois
$298K 16,198 +16,198 New
MAM
49
Martingale Asset Management
Massachusetts
$292K 15,852 +15,852 New
Bank of America
50
Bank of America
North Carolina
$291K 15,809 +15,809 New
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