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Financial Institutions
FISI

Overview Fund Activity

92 hedge funds and large institutions have $224M invested in Financial Institutions in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
38
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFA
1
Nationwide Fund Advisors
Ohio
$1.74M
2
EA
2
Emerald Acquisition
Washington
$1.02M
3
CRC
3
Curi RMB Capital
Illinois
$2.58M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$508K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.5M
2
BCM
2
Basswood Capital Management
New York
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.1M
4
KCM
4
Kennedy Capital Management
Missouri
$8.09M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
51
Matarin Capital Management
New York
$407K 15,609 +1,700 +12%
TC
52
TFS Capital
Pennsylvania
$362K 13,897 +13,897 New
AQR Capital Management
53
AQR Capital Management
Connecticut
$355K 13,609 -4,817 -26%
CAM
54
ClariVest Asset Management
California
$305K 11,700 +500 +4%
Millennium Management
55
Millennium Management
New York
$296K 11,353 +11,353 New
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291K 11,170 +22 +0.2%
MLICM
57
Metropolitan Life Insurance Company (MetLife)
New York
$264K 10,121 – –
GCP
58
GSA Capital Partners
United Kingdom
$252K 9,665 +9,665 New
CS
59
Credit Suisse
Switzerland
$251K 9,657 +9,657 New
SIM
60
Spark Investment Management
New York
$237K 9,100 +9,100 New
IH
61
IFC Holdings
Florida
$234K 9,150 +62 +0.7%
Bank of America
62
Bank of America
North Carolina
$232K 8,924 -481 -5%
DC
63
Deere & Company
Illinois
$216K 8,267 – –
AIG
64
American International Group
New York
$208K 7,985 -312 -4%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$208K 7,969 +676 +9%
BA
66
BlackRock Advisors
Delaware
$178K 6,833 -331 -5%
BGIM
67
Brandywine Global Investment Management
Pennsylvania
$106K 4,060 – –
Wells Fargo
68
Wells Fargo
California
$99K 3,814 -378 -9%
BlackRock
69
BlackRock
New York
$88K 3,395 +2,367 +230%
Citigroup
70
Citigroup
New York
$71K 2,708 -9,340 -78%
Legal & General Group
71
Legal & General Group
United Kingdom
$67K 2,637 – –
BG
72
BlackRock Group
United Kingdom
$56K 2,152 +2,152 New
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$50K 1,936 +1,936 New
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K 1,730 – –
AIM
75
Acrospire Investment Management
Illinois
$42K 1,592 +1,157 +266%
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