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Financial Institutions
FISI

Overview Fund Activity

76 hedge funds and large institutions have $215M invested in Financial Institutions in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
29
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.7M
2
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$16.7M
3
KCM
3
Kennedy Capital Management
Missouri
$5.78M
4
AIS
4
AlphaOne Investment Services
Pennsylvania
$5.88M
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.56M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.48M
2
FG
2
FSI Group
Ohio
$0
3
Ameriprise
3
Ameriprise
Minnesota
$12.5M
4
BFA
4
BlackRock Fund Advisors
California
$9.39M
5
PI
5
Putnam Investments
Massachusetts
$8.46M
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$1.32M 52,700 -590 -1%
BIM
27
BlackRock Investment Management
Delaware
$1.17M 47,399 -1,392 -3%
MCM
28
Munder Capital Management
Michigan
$1.05M 42,535 – –
CIC
29
Cornercap Investment Counsel
Georgia
$990K 40,056 +2,335 +6%
PPA
30
Parametric Portfolio Associates
Washington
$847K 34,273 -1,340 -4%
Charles Schwab
31
Charles Schwab
California
$712K 28,775 +1,008 +4%
Deutsche Bank
32
Deutsche Bank
Germany
$691K 28,033 -15,392 -35%
Goldman Sachs
33
Goldman Sachs
New York
$687K 27,813 -6,011 -18%
MC
34
Menta Capital
California
$681K 27,548 -3,700 -12%
Morgan Stanley
35
Morgan Stanley
New York
$670K 27,103 +14,706 +119%
WCM
36
Wedge Capital Management
North Carolina
$652K 26,375 -2,700 -9%
AllianceBernstein
37
AllianceBernstein
Tennessee
$633K 25,600 -2,500 -9%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$616K 24,928 +100 +0.4%
AG
39
Algert Global
California
$590K 23,869 -725 -3%
PWM
40
ParenteBeard Wealth Management
Pennsylvania
$562K 22,744 -6,127 -21%
CCMH
41
Cornerstone Capital Management Holdings
New York
$549K 22,245 +9,500 +75%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$496K 20,053 -1,200 -6%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$474K 19,172 +5,676 +42%
GMIM
44
General Motors Investment Management
New York
$437K 17,692 – –
RFC
45
Russell Frank Company
Washington
$436K 20,200 +14,426 +250%
CS
46
Credit Suisse
Switzerland
$426K 17,263 +2,995 +21%
TA
47
Teachers Advisors
New York
$411K 16,634 – –
Two Sigma Investments
48
Two Sigma Investments
New York
$398K 16,095 -2,262 -12%
NI
49
Numeric Investors
Massachusetts
$395K 15,979 +15,979 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$389K 15,787 -1,100 -7%
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