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Financial Institutions
FISI

123 hedge funds and large institutions have $308M invested in Financial Institutions in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $287M → $308M (+$21.7M)

2% more funds holding

Funds holding: 121 → 123 (+2)

1.18% more ownership

Funds ownership: 70.01% → 71.19% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% 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
9
Increased
47
Reduced
37
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$3M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$1.68M
3
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.67M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.4M
5
MCM
Maltese Capital Management
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.55M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.28M
3
AIS
AlphaOne Investment Services
Pennsylvania
-$1.19M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$770K
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$2.74M +$71.7K +2,548 +3%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$2.69M -$1.28M -45,470 -32%
EVM
28
Eaton Vance Management
Massachusetts
$2.54M – – –
Millennium Management
29
Millennium Management
New York
$2.49M -$508K -18,046 -16%
BCM
30
Bridgeway Capital Management
Texas
$2.16M – – –
CAM
31
ClariVest Asset Management
California
$1.93M -$664K -23,600 -25%
Ameriprise
32
Ameriprise
Minnesota
$1.88M +$653K +23,211 +50%
Deutsche Bank
33
Deutsche Bank
Germany
$1.84M +$233K +8,279 +14%
PPA
34
Parametric Portfolio Associates
Washington
$1.66M +$388K +13,791 +29%
HIM
35
Hillsdale Investment Management
Ontario, Canada
$1.65M +$1.67M +59,239 +3,702%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.63M +$1.68M +59,786 New
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$1.54M -$235K -8,341 -13%
Allianz Asset Management
38
Allianz Asset Management
Germany
$1.5M -$24.9K -884 -2%
Bessemer Group
39
Bessemer Group
New Jersey
$1.3M +$332K +11,800 +33%
Goldman Sachs
40
Goldman Sachs
New York
$1.27M -$297K -10,539 -18%
WC
41
Walthausen & Co
New York
$1.22M – – –
MSL
42
Mackay Shields LLC
New York
$1.21M +$2.81K +100 +0.2%
Bank of America
43
Bank of America
North Carolina
$1.2M +$57.2K +2,033 +5%
First Trust Advisors
44
First Trust Advisors
Illinois
$1.16M -$78.2K -2,779 -6%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.16M -$203K -7,197 -14%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1.14M -$50.6K -1,797 -4%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.13M -$174K -6,200 -13%
TCIM
48
TIAA CREF Investment Management
New York
$1.08M +$43K +1,528 +4%
MCM
49
Maltese Capital Management
New York
$1.07M +$1.1M +39,213 New
Victory Capital Management
50
Victory Capital Management
Texas
$1M +$98.2K +3,490 +10%
1
2
3 4 5

FISI Hedge Fund Activity: Q1 2019 in Review

123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2019, worth a combined $308M — up 7.6% from $287M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FISI positions and 7 closed out — a net gain of 2 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Royce & Associates, adding an estimated $3M. The largest seller was Morgan Stanley, cutting an estimated $1.55M.

  • 123 institutional investors held Financial Institutions (FISI) as of Q1 2019, up from 121 in Q4 2018.
  • Funds reported $308M of Financial Institutions stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 9 funds opened new Financial Institutions positions in Q1 2019 and 7 closed out, a net change of +2 holders.
  • The largest Financial Institutions buyer in Q1 2019 was Royce & Associates, an estimated $3M added.
  • The largest Financial Institutions seller in Q1 2019 was Morgan Stanley, an estimated $1.55M sold.

Based on aggregated 13F filings for Q1 2019.