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Financial Institutions
FISI

Overview Fund Activity

78 hedge funds and large institutions have $160M invested in Financial Institutions in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.8M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$11.6M
4
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$11.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.2M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$267K 14,502 +14,502 New
BFC
52
Banc Funds Company
Illinois
$261K 14,200 +14,200 New
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$248K 13,496 +13,496 New
Manulife (Manufacturers Life Insurance)
54
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K 12,344 +12,344 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$219K 11,881 +11,881 New
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$207K 11,200 +11,200 New
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$202K 10,975 +10,975 New
Morgan Stanley
58
Morgan Stanley
New York
$195K 10,641 +10,641 New
MCA
59
Mendon Capital Advisors
Florida
$184K 10,000 +10,000 New
AIG
60
American International Group
New York
$175K 9,513 +9,513 New
BA
61
BlackRock Advisors
Delaware
$154K 8,342 +8,342 New
Invesco
62
Invesco
Georgia
$148K 8,066 +8,066 New
Federated Hermes
63
Federated Hermes
Pennsylvania
$142K 7,726 +7,726 New
CCMH
64
Cornerstone Capital Management Holdings
New York
$138K 7,445 +7,445 New
Citigroup
65
Citigroup
New York
$135K 7,308 +7,308 New
WBC
66
Westpac Banking Corp
Australia
$61.9K 3,100 +3,100 New
SO
67
STRS Ohio
Ohio
$42K 2,300 +2,300 New
Barclays
68
Barclays
United Kingdom
$40K 2,218 +2,218 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$26K 1,400 +1,400 New
MAA
70
Managed Account Advisors
New Jersey
$19K 1,021 +1,021 New
HCM
71
Highlander Capital Management
New Jersey
$18.4K 1,000 +1,000 New
U
72
UBS
Switzerland
$15K 818 +818 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$12K 639 +639 New
SGAM
74
Smith Group Asset Management
Texas
$8K 452 +452 New
MFS
75
MSI Financial Services
Massachusetts
$8K 452 +452 New
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