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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $311M invested in Financial Institutions in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.25M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.6M
5
BFC
5
Banc Funds Company
Illinois
$7.15M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
NI
2
Numeric Investors
Massachusetts
$5.22M
3
AL
3
AJO LP
Pennsylvania
$4.43M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$3.15M 109,250 +8,018 +8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.06M 106,250 -849 -0.8%
Citadel Advisors
28
Citadel Advisors
Florida
$2.73M 94,620 +48,141 +104%
EVM
29
Eaton Vance Management
Massachusetts
$2.69M 93,335 – –
Fuller & Thaler Asset Management
30
Fuller & Thaler Asset Management
California
$2.51M 87,100 +8,600 +11%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$2.48M 86,200 +2,600 +3%
MAM
32
Martingale Asset Management
Massachusetts
$2.4M 83,236 -21,100 -20%
BCM
33
Bridgeway Capital Management
Texas
$2.29M 79,600 – –
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$2.2M 76,340 -4,217 -5%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.96M 68,134 +11,262 +20%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.68M 58,165 -5,483 -9%
Victory Capital Management
37
Victory Capital Management
Texas
$1.65M 57,300 +7,920 +16%
CCMH
38
Cornerstone Capital Management Holdings
New York
$1.64M 56,995 +6,500 +13%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$1.56M 54,020 +32,117 +147%
Invesco
40
Invesco
Georgia
$1.54M 53,316 -1,700 -3%
BCM
41
BHZ Capital Management
California
$1.37M 47,458 +19,080 +67%
SFM
42
Systematic Financial Management
New Jersey
$1.23M 42,680 -6,435 -13%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.23M 42,606 +6,106 +17%
TCIM
44
TIAA CREF Investment Management
New York
$1.22M 42,501 -2,383 -5%
Bank of America
45
Bank of America
North Carolina
$1.15M 39,767 -11 -0%
BPM
46
Bowling Portfolio Management
Ohio
$1.08M 37,423 +37,423 New
MC
47
Menta Capital
California
$1.08M 37,403 -5,092 -12%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.01M 35,176 +1,512 +4%
PPA
49
Parametric Portfolio Associates
Washington
$977K 33,915 +5,601 +20%
Ameriprise
50
Ameriprise
Minnesota
$892K 30,972 +18,247 +143%
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