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Financial Institutions
FISI

Overview Fund Activity

114 hedge funds and large institutions have $331M invested in Financial Institutions in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$11.3M
2
EVM
2
Eaton Vance Management
Massachusetts
$5.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.2M
4
MSL
4
Mackay Shields LLC
New York
$1.79M
5
BlackRock
5
BlackRock
New York
$34.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
MAM
2
Martingale Asset Management
Massachusetts
$614K
3
IA
3
IndexIQ Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.7M
5
BFC
5
Banc Funds Company
Illinois
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$3.36M +$346K +11,687 +11%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.24M +$67.3K +2,273 +2%
Fuller & Thaler Asset Management
28
Fuller & Thaler Asset Management
California
$3.05M +$82.9K +2,800 +3%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$2.92M -$163K -5,510 -5%
American Century Companies
30
American Century Companies
Missouri
$2.54M +$422K +14,266 +20%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$2.48M -$35.5K -1,200 -1%
BCM
32
BHZ Capital Management
California
$2.46M +$657K +22,202 +36%
MCM
33
Maltese Capital Management
New York
$2.37M +$299K +10,100 +14%
BCM
34
Bridgeway Capital Management
Texas
$2.36M – – –
PPA
35
Parametric Portfolio Associates
Washington
$2.29M +$442K +14,939 +24%
B
36
Bailard
California
$2.13M – – –
MSL
37
Mackay Shields LLC
New York
$1.79M +$1.79M +60,495 New
TCIM
38
TIAA CREF Investment Management
New York
$1.75M -$47.7K -1,611 -3%
Invesco
39
Invesco
Georgia
$1.72M +$122K +4,127 +8%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.67M +$69.6K +2,349 +4%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.65M -$352K -11,900 -18%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$1.57M +$8.73K +295 +0.6%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.47M +$88.5K +2,989 +6%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.37M +$414K +13,981 +44%
Victory Capital Management
45
Victory Capital Management
Texas
$1.33M -$499K -16,862 -27%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.21M -$602K -20,345 -33%
SFM
47
Systematic Financial Management
New Jersey
$1.09M -$37K -1,250 -3%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$1.08M +$183K +6,172 +20%
Ameriprise
49
Ameriprise
Minnesota
$1.01M +$6.6K +223 +0.7%
USAA
50
United Services Automobile Association
Texas
$969K +$179K +6,041 +23%
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