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Financial Institutions
FISI

Overview Fund Activity

87 hedge funds and large institutions have $210M invested in Financial Institutions in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
23
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$9.54M
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.14M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$8.3M
4
ACM
4
Ativo Capital Management
Illinois
$429K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.8M

Top Sellers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$5.22M
2
MCM
2
Maltese Capital Management
New York
$0
3
AIS
3
AlphaOne Investment Services
Pennsylvania
$4.17M
4
CRC
4
Curi RMB Capital
Illinois
$1.32M
5
CNBT
5
Canandaigua National Bank & Trust
New York
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$452K 17,972 -1,200 -6%
Invesco
52
Invesco
Georgia
$433K 17,215 +407 +2%
ACM
53
Ativo Capital Management
Illinois
$429K 17,063 +17,063 New
First Trust Advisors
54
First Trust Advisors
Illinois
$405K 16,107 +1,244 +8%
CAM
55
ClariVest Asset Management
California
$389K 15,486 -515 -3%
Two Sigma Investments
56
Two Sigma Investments
New York
$381K 15,165 -21,603 -59%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$343K 13,619 +1,596 +13%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$276K 10,975 – –
MAA
59
Managed Account Advisors
New Jersey
$242K 9,630 -815 -8%
IH
60
IFC Holdings
Florida
$231K 8,740 +8,740 New
Goldman Sachs
61
Goldman Sachs
New York
$230K 9,127 -2,150 -19%
CS
62
Credit Suisse
Switzerland
$227K 9,023 +9,023 New
AIG
63
American International Group
New York
$219K 8,710 -344 -4%
QAM
64
QCI Asset Management
New York
$201K 8,000 +8,000 New
Citigroup
65
Citigroup
New York
$197K 7,840 +4,971 +173%
BA
66
BlackRock Advisors
Delaware
$189K 7,522 -405 -5%
AllianceBernstein
67
AllianceBernstein
Tennessee
$126K 5,000 -14,200 -74%
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$108K 4,260 – –
Legal & General Group
69
Legal & General Group
United Kingdom
$67K 2,637 – –
Bank of America
70
Bank of America
North Carolina
$63K 2,478 -226 -8%
Federated Hermes
71
Federated Hermes
Pennsylvania
$54K 2,130 -21 -1%
SO
72
STRS Ohio
Ohio
$53K 2,100 – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$45K 1,787 – –
PAM
74
Panagora Asset Management
Massachusetts
$40K 1,604 – –
UBS Group
75
UBS Group
Switzerland
$31K 1,243 +1,243 New
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