FISI icon

Financial Institutions
FISI

Overview Fund Activity

84 hedge funds and large institutions have $240M invested in Financial Institutions in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
30
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CP
1
Clover Partners
Texas
$21.1M
2
CIM
2
Calvert Investment Management
Maryland
$2.05M
3
B
3
Bailard
California
$1.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$29.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$152K
3
KCM
3
Kennedy Capital Management
Missouri
$10M
4
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$0
5
BIT
5
BlackRock Institutional Trust
California
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$351K 12,527 +182 +1%
Two Sigma Investments
52
Two Sigma Investments
New York
$319K 11,379 -13,383 -54%
SCA
53
Secor Capital Advisors
New York
$295K 10,539 +10,539 New
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$283K 10,092 – –
GCP
55
GSA Capital Partners
United Kingdom
$263K 9,400 -784 -8%
IH
56
IFC Holdings
Florida
$253K 9,025 +72 +0.8%
MAM
57
Martingale Asset Management
Massachusetts
$232K 8,253 -1,050 -11%
AIG
58
American International Group
New York
$232K 8,297 -104 -1%
CS
59
Credit Suisse
Switzerland
$227K 8,079 +8,079 New
QAM
60
QCI Asset Management
New York
$224K 8,000 – –
Citigroup
61
Citigroup
New York
$224K 7,996 +7,329 +1,099%
BA
62
BlackRock Advisors
Delaware
$190K 6,790 -2,811 -29%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$154K 5,489 +5,489 New
Morgan Stanley
64
Morgan Stanley
New York
$152K 5,417 -105,328 -95%
CCMH
65
Cornerstone Capital Management Holdings
New York
$147K 5,235 -865 -14%
BGIM
66
Brandywine Global Investment Management
Pennsylvania
$131K 4,660 +200 +4%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$126K 4,525 -3,074 -40%
Wells Fargo
68
Wells Fargo
California
$108K 3,873 +3 +0.1%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$75K 2,680 -249 -9%
Legal & General Group
70
Legal & General Group
United Kingdom
$75K 2,637 – –
Federated Hermes
71
Federated Hermes
Pennsylvania
$59K 2,121 – –
TRCT
72
Tower Research Capital (TRC)
New York
$48K 1,720 -2,482 -59%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$48K 1,730 +1,730 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$34K 1,217 +345 +40%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$34K 1,200 +1,200 New
1 2
3
4