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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $367M invested in Financial Institutions in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
51
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
BHZ Capital Management
California
$6.28M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$3.51M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$15.8M
5
BlackRock
5
BlackRock
New York
$39.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.88M
2
EVM
2
Eaton Vance Management
Massachusetts
$3.07M
3
BFC
3
Banc Funds Company
Illinois
$4.23M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.7M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.66M 111,300 +2,026 +2%
Morgan Stanley
27
Morgan Stanley
New York
$3.55M 107,809 -5,752 -5%
Fuller & Thaler Asset Management
28
Fuller & Thaler Asset Management
California
$3.52M 107,036 +4,136 +4%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$3.51M 106,728 +53,606 +101%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$3.25M 98,725 – –
EVM
31
Eaton Vance Management
Massachusetts
$3.07M 93,335 -93,335 -50%
American Century Companies
32
American Century Companies
Missouri
$2.85M 86,601 +838 +1%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$2.72M 82,800 -1,000 -1%
BCM
34
Bridgeway Capital Management
Texas
$2.62M 79,600 – –
MCM
35
Maltese Capital Management
New York
$2.27M 68,940 -11,160 -14%
Invesco
36
Invesco
Georgia
$1.97M 59,979 +1,909 +3%
PPA
37
Parametric Portfolio Associates
Washington
$1.77M 53,841 -23,391 -30%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$1.77M 53,800 -2,434 -4%
USAA
39
United Services Automobile Association
Texas
$1.76M 53,441 +20,700 +63%
TCIM
40
TIAA CREF Investment Management
New York
$1.74M 52,936 -6,274 -11%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.72M 52,334 -3,300 -6%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.7M 51,771 +2,072 +4%
MSL
43
Mackay Shields LLC
New York
$1.66M 50,295 -10,200 -17%
MAM
44
Martingale Asset Management
Massachusetts
$1.33M 40,511 +19,800 +96%
B
45
Bailard
California
$1.33M 40,400 -31,600 -44%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.3M 39,604 -6,505 -14%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.19M 36,127 -4,709 -12%
SFM
48
Systematic Financial Management
New Jersey
$1.17M 35,430 -1,245 -3%
Victory Capital Management
49
Victory Capital Management
Texas
$1.1M 33,300 -11,600 -26%
Ameriprise
50
Ameriprise
Minnesota
$1.08M 32,809 -1,441 -4%
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