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Financial Institutions
FISI

Overview Fund Activity

111 hedge funds and large institutions have $301M invested in Financial Institutions in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$37.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.6M
3
NI
3
Numeric Investors
Massachusetts
$1.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.92M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.3M

Top Sellers

1
CP
1
Clover Partners
Texas
$0
2
KCM
2
Kennedy Capital Management
Missouri
$4.72M
3
Millennium Management
3
Millennium Management
New York
$3.05M
4
HCM
4
Highbridge Capital Management
New York
$0
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$191K
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
26
Banc Funds Company
Illinois
$2.91M 88,261 – –
Charles Schwab
27
Charles Schwab
California
$2.69M 81,538 +21,603 +36%
BCM
28
Bridgeway Capital Management
Texas
$2.62M 79,600 -600 -0.7%
Invesco
29
Invesco
Georgia
$2.08M 63,052 +3,285 +5%
NI
30
Numeric Investors
Massachusetts
$1.96M 59,497 +59,497 New
Allianz Asset Management
31
Allianz Asset Management
Germany
$1.92M 58,250 +58,250 New
TCIM
32
TIAA CREF Investment Management
New York
$1.91M 57,852 +11,409 +25%
Fuller & Thaler Asset Management
33
Fuller & Thaler Asset Management
California
$1.75M 53,000 +21,000 +66%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$1.64M 49,922 +5,169 +12%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$1.62M 49,300 +9,600 +24%
Bank of America
36
Bank of America
North Carolina
$1.52M 46,080 +17,446 +61%
CCMH
37
Cornerstone Capital Management Holdings
New York
$1.48M 44,795 +22,495 +101%
Victory Capital Management
38
Victory Capital Management
Texas
$1.46M 44,246 -7,994 -15%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.43M 43,285 -21,989 -34%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$1.27M 38,534 -9,680 -20%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.25M 38,055 -1,765 -4%
SFM
42
Systematic Financial Management
New Jersey
$1.25M 38,000 +38,000 New
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.12M 33,900 +3,300 +11%
Goldman Sachs
44
Goldman Sachs
New York
$1.02M 30,955 +12,566 +68%
ACM
45
Ativo Capital Management
Illinois
$1.02M 30,835 – –
PPA
46
Parametric Portfolio Associates
Washington
$953K 28,909 +1,945 +7%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$952K 28,901 +1 +0%
Bessemer Group
48
Bessemer Group
New Jersey
$939K 28,500 +2,700 +10%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$919K 27,882 -700 -2%
SCM
50
Sterling Capital Management
North Carolina
$801K 24,318 – –
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