Financial Institutions
FISI
83 hedge funds and large institutions have $190M invested in Financial Institutions in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 87 → 83 (-4)
10% less capital invested
Capital invested by funds: $210M → $190M (-$20.2M)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
+$2.27M |
| 2 |
Morgan Stanley
New York
|
+$1.47M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.04M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$787K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$640K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$5.22M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.64M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.29M |
| 4 |
DM
Delphi Management
Brookline,
Massachusetts
|
-$599K |
| 5 |
MC
Menta Capital
San Francisco,
California
|
-$521K |
FISI Hedge Fund Activity: Q1 2015 in Review
83 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2015, worth a combined $190M — down 9.6% from $210M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FISI and 3 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 36 added.
The largest buyer was Bryn Mawr Capital Management Inc, adding an estimated $2.27M. The largest seller was Investment Counselors of Maryland, exiting entirely with an estimated $5.22M sold.
- 83 institutional investors held Financial Institutions (FISI) as of Q1 2015, down from 87 in Q4 2014.
- Funds reported $190M of Financial Institutions stock for Q1 2015, down 9.6% quarter-over-quarter.
- 3 funds opened new Financial Institutions positions in Q1 2015 and 7 closed out, a net change of -4 holders.
- The largest Financial Institutions buyer in Q1 2015 was Bryn Mawr Capital Management Inc, an estimated $2.27M added.
- The largest Financial Institutions seller in Q1 2015 was Investment Counselors of Maryland, an estimated $5.22M sold.
Based on aggregated 13F filings for Q1 2015.