FISI icon

Financial Institutions
FISI

Overview Fund Activity

84 hedge funds and large institutions have $240M invested in Financial Institutions in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
30
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CP
1
Clover Partners
Texas
$21.1M
2
CIM
2
Calvert Investment Management
Maryland
$2.05M
3
B
3
Bailard
California
$1.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$29.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$152K
3
KCM
3
Kennedy Capital Management
Missouri
$10M
4
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$0
5
BIT
5
BlackRock Institutional Trust
California
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
26
Cornercap Investment Counsel
Georgia
$1.7M 60,836 -580 -0.9%
CRC
27
Curi RMB Capital
Illinois
$1.67M 59,524 – –
BIM
28
BlackRock Investment Management
Delaware
$1.53M 54,570 -30 -0.1%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$1.39M 49,800 – –
B
30
Bailard
California
$1.2M 42,900 +42,900 New
Charles Schwab
31
Charles Schwab
California
$1.2M 42,818 +6,425 +18%
WCM
32
Wedge Capital Management
North Carolina
$1.14M 40,675 -11,800 -22%
Victory Capital Management
33
Victory Capital Management
Texas
$1.05M 37,370 -3,400 -8%
Deutsche Bank
34
Deutsche Bank
Germany
$1.04M 37,015 -6,992 -16%
PPA
35
Parametric Portfolio Associates
Washington
$933K 33,322 +1,727 +5%
PI
36
Putnam Investments
Massachusetts
$816K 29,145 +737 +3%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$781K 27,900 – –
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$736K 26,271 +493 +2%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$736K 26,302 +4,570 +21%
First Trust Advisors
40
First Trust Advisors
Illinois
$694K 24,787 +8,209 +50%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$621K 22,164 -90 -0.4%
Invesco
42
Invesco
Georgia
$607K 21,654 +7,589 +54%
ACM
43
Ativo Capital Management
Illinois
$606K 21,637 – –
TA
44
Teachers Advisors
New York
$571K 20,379 – –
Millennium Management
45
Millennium Management
New York
$562K 20,058 +11,441 +133%
SCM
46
Sterling Capital Management
North Carolina
$549K 19,619 +19,619 New
CAM
47
ClariVest Asset Management
California
$538K 19,207 +3,601 +23%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$523K 18,687 -1,600 -8%
SO
49
STRS Ohio
Ohio
$520K 18,600 +4,900 +36%
MCM
50
Matarin Capital Management
New York
$360K 12,864 +12,864 New
1
2
3 4