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Financial Institutions
FISI

Overview Fund Activity

112 hedge funds and large institutions have $306M invested in Financial Institutions in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
49
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$5.85M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$8.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.9M
4
Millennium Management
4
Millennium Management
New York
$4.75M
5
BIT
5
BlackRock Institutional Trust
California
$20M

Top Sellers

1
CP
1
Clover Partners
Texas
$9.42M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
CRC
3
Curi RMB Capital
Illinois
$0
4
CNBT
4
Canandaigua National Bank & Trust
New York
$17.4M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NFA
26
Nationwide Fund Advisors
Ohio
$3.05M 89,226 +3,954 +5%
BFC
27
Banc Funds Company
Illinois
$3.02M 88,261 – –
BCM
28
Bridgeway Capital Management
Texas
$2.74M 80,200 – –
CAM
29
ClariVest Asset Management
California
$2.33M 68,000 +56,100 +471%
Two Sigma Investments
30
Two Sigma Investments
New York
$2.23M 65,274 +46,859 +254%
Charles Schwab
31
Charles Schwab
California
$2.05M 59,935 +9,053 +18%
Invesco
32
Invesco
Georgia
$2.04M 59,767 +28,933 +94%
BIM
33
BlackRock Investment Management
Delaware
$2.03M 59,202 -445 -0.7%
Victory Capital Management
34
Victory Capital Management
Texas
$1.79M 52,240 +18,710 +56%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.65M 48,214 +29,127 +153%
TCIM
36
TIAA CREF Investment Management
New York
$1.59M 46,443 +1,074 +2%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$1.53M 44,753 +44,753 New
First Trust Advisors
38
First Trust Advisors
Illinois
$1.36M 39,820 +18,893 +90%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$1.36M 39,700 +39,700 New
HCM
40
Highbridge Capital Management
New York
$1.18M 34,478 +34,478 New
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.17M 34,090 -7,092 -17%
Fuller & Thaler Asset Management
42
Fuller & Thaler Asset Management
California
$1.09M 32,000 +27,500 +611%
ACM
43
Ativo Capital Management
Illinois
$1.06M 30,835 – –
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.05M 30,600 – –
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$988K 28,900 – –
Bank of America
46
Bank of America
North Carolina
$979K 28,634 +2,979 +12%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$978K 28,582 -800 -3%
PPA
48
Parametric Portfolio Associates
Washington
$922K 26,964 -7,237 -21%
Citigroup
49
Citigroup
New York
$908K 26,553 +16,968 +177%
Bessemer Group
50
Bessemer Group
New Jersey
$882K 25,800 +13,900 +117%
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