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Financial Institutions
FISI

Overview Fund Activity

121 hedge funds and large institutions have $345M invested in Financial Institutions in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
56
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$8.54M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$35M
3
B
3
Bailard
California
$2.24M
4
American Century Companies
4
American Century Companies
Missouri
$2.22M
5
AL
5
AJO LP
Pennsylvania
$6.61M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.77M
2
BCM
2
Basswood Capital Management
New York
$5.81M
3
NFA
3
Nationwide Fund Advisors
Ohio
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.33M 107,001 +751 +0.7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$3.24M 104,235 +27,895 +37%
Morgan Stanley
28
Morgan Stanley
New York
$3.17M 101,874 -7,376 -7%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$3.11M 100,100 +13,000 +15%
EVM
30
Eaton Vance Management
Massachusetts
$2.9M 93,335 – –
Nordea Investment Management
31
Nordea Investment Management
Sweden
$2.64M 85,000 -1,200 -1%
BCM
32
Bridgeway Capital Management
Texas
$2.48M 79,600 – –
MAM
33
Martingale Asset Management
Massachusetts
$2.32M 74,429 -8,807 -11%
B
34
Bailard
California
$2.24M 72,000 +72,000 New
American Century Companies
35
American Century Companies
Missouri
$2.22M 71,497 +60,256 +536%
MCM
36
Maltese Capital Management
New York
$2.18M 70,000 +48,900 +232%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.1M 67,534 -600 -0.9%
CCMH
38
Cornerstone Capital Management Holdings
New York
$2.05M 65,995 +9,000 +16%
PPA
39
Parametric Portfolio Associates
Washington
$1.94M 62,293 +28,378 +84%
Victory Capital Management
40
Victory Capital Management
Texas
$1.92M 61,762 +4,462 +8%
Two Sigma Investments
41
Two Sigma Investments
New York
$1.9M 61,181 +3,016 +5%
BCM
42
BHZ Capital Management
California
$1.9M 61,028 +13,570 +29%
TCIM
43
TIAA CREF Investment Management
New York
$1.89M 60,821 +18,320 +43%
Invesco
44
Invesco
Georgia
$1.68M 53,943 +627 +1%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$1.68M 53,885 -135 -0.2%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$1.64M 52,827 +52,827 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.45M 46,710 +4,104 +10%
IA
48
IndexIQ Advisors
New York
$1.33M 42,754 +16,448 +63%
Bank of America
49
Bank of America
North Carolina
$1.31M 42,057 +2,290 +6%
MC
50
Menta Capital
California
$1.29M 41,403 +4,000 +11%
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