FISI icon

Financial Institutions
FISI

Overview Fund Activity

83 hedge funds and large institutions have $209M invested in Financial Institutions in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
29
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$17M
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$8.54M
3
BFC
3
Banc Funds Company
Illinois
$1.63M
4
FP
4
Foundry Partners
Minnesota
$1.25M
5
MCM
5
Maltese Capital Management
New York
$1.17M

Top Sellers

1
CCM
1
Castine Capital Management
Massachusetts
$0
2
CP
2
Clover Partners
Texas
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$21.7M
4
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$8.25M
5
BFA
5
BlackRock Fund Advisors
California
$8.11M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
26
Wedge Capital Management
North Carolina
$1.32M 56,175 +11,200 +25%
FP
27
Foundry Partners
Minnesota
$1.25M 53,210 +53,210 New
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.18M 50,300 – –
CIC
29
Cornercap Investment Counsel
Georgia
$1.18M 50,246 -1,080 -2%
MCM
30
Maltese Capital Management
New York
$1.17M 50,000 +50,000 New
Charles Schwab
31
Charles Schwab
California
$1.16M 49,481 +19,866 +67%
MCM
32
Munder Capital Management
Michigan
$1.15M 49,037 -1,725 -3%
BIM
33
BlackRock Investment Management
Delaware
$1.08M 45,990 -1,383 -3%
Renaissance Technologies
34
Renaissance Technologies
New York
$981K 41,900 -39,929 -49%
CRC
35
Curi RMB Capital
Illinois
$925K 39,500 +39,500 New
TC
36
TFS Capital
Pennsylvania
$850K 36,291 +23,428 +182%
PPA
37
Parametric Portfolio Associates
Washington
$822K 35,098 +889 +3%
CCMH
38
Cornerstone Capital Management Holdings
New York
$711K 30,400 +3,650 +14%
Two Sigma Investments
39
Two Sigma Investments
New York
$692K 29,544 +17,516 +146%
MC
40
Menta Capital
California
$678K 28,948 +2,000 +7%
Morgan Stanley
41
Morgan Stanley
New York
$630K 26,899 +3,765 +16%
NI
42
Numeric Investors
Massachusetts
$604K 25,779 +9,800 +61%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$593K 25,328 +400 +2%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$548K 23,387 +7,000 +43%
AllianceBernstein
45
AllianceBernstein
Tennessee
$468K 20,000 -3,200 -14%
TA
46
Teachers Advisors
New York
$461K 19,680 +3,046 +18%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$451K 19,273 -100 -0.5%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$449K 19,172 – –
Deutsche Bank
49
Deutsche Bank
Germany
$429K 18,344 -29,357 -62%
RFC
50
Russell Frank Company
Washington
$416K 18,600 -300 -2%
1
2
3 4