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Financial Institutions
FISI

Overview Fund Activity

83 hedge funds and large institutions have $190M invested in Financial Institutions in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
-4
Holders Change %
-4.6%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
36
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMCMI
1
Bryn Mawr Capital Management Inc
Pennsylvania
$3.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.24M
3
KCM
3
Kennedy Capital Management
Missouri
$9.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$2.41M
5
BIT
5
BlackRock Institutional Trust
California
$10.9M

Top Sellers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$17.2M
3
Ameriprise
3
Ameriprise
Minnesota
$17.3M
4
DM
4
Delphi Management
Massachusetts
$0
5
MC
5
Menta Capital
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
51
ClariVest Asset Management
California
$344K 15,006 -480 -3%
Invesco
52
Invesco
Georgia
$328K 14,315 -2,900 -17%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$299K 13,075 -544 -4%
First Trust Advisors
54
First Trust Advisors
Illinois
$296K 12,919 -3,188 -20%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$252K 10,975 – –
MAA
56
Managed Account Advisors
New Jersey
$216K 9,398 -232 -2%
Goldman Sachs
57
Goldman Sachs
New York
$207K 9,012 -115 -1%
BA
58
BlackRock Advisors
Delaware
$204K 8,875 +1,353 +18%
IH
59
IFC Holdings
Florida
$201K 8,805 +65 +0.7%
AIG
60
American International Group
New York
$200K 8,710 – –
QAM
61
QCI Asset Management
New York
$183K 8,000 – –
AllianceBernstein
62
AllianceBernstein
Tennessee
$128K 5,600 +600 +12%
Citigroup
63
Citigroup
New York
$105K 4,576 -3,264 -42%
SO
64
STRS Ohio
Ohio
$103K 4,500 +2,400 +114%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$98K 4,260 – –
Legal & General Group
66
Legal & General Group
United Kingdom
$60K 2,637 – –
Bank of America
67
Bank of America
North Carolina
$53K 2,308 -170 -7%
Federated Hermes
68
Federated Hermes
Pennsylvania
$49K 2,130 – –
PCM
69
Prelude Capital Management
New York
$34K 1,500 +1,300 +650%
PAM
70
Panagora Asset Management
Massachusetts
$28K 1,223 -381 -24%
Wells Fargo
71
Wells Fargo
California
$23K 1,008 +115 +13%
TRCT
72
Tower Research Capital (TRC)
New York
$17K 748 +548 +274%
Acadian Asset Management
73
Acadian Asset Management
Massachusetts
$15K 664 +664 New
UBS Group
74
UBS Group
Switzerland
$14K 600 -643 -52%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$11K 488 -1,299 -73%
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