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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $311M invested in Financial Institutions in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.25M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.6M
5
BFC
5
Banc Funds Company
Illinois
$7.15M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
NI
2
Numeric Investors
Massachusetts
$5.22M
3
AL
3
AJO LP
Pennsylvania
$4.43M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$882K 30,636 -3,050 -9%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$880K 30,533 +24,081 +373%
Bessemer Group
53
Bessemer Group
New Jersey
$821K 28,500 – –
IA
54
IndexIQ Advisors
New York
$758K 26,306 +11,946 +83%
SO
55
STRS Ohio
Ohio
$725K 25,200 +2,100 +9%
TA
56
Teachers Advisors
New York
$705K 24,496 – –
CIC
57
Cornercap Investment Counsel
Georgia
$697K 24,190 +3,800 +19%
SCM
58
Sterling Capital Management
North Carolina
$695K 24,131 -187 -0.8%
USAA
59
United Services Automobile Association
Texas
$688K 23,900 +1,300 +6%
Federated Hermes
60
Federated Hermes
Pennsylvania
$676K 23,466 +6,158 +36%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$660K 22,915 -1,719 -7%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$651K 22,600 – –
Swiss National Bank
63
Swiss National Bank
Switzerland
$651K 22,600 – –
Mackenzie Financial
64
Mackenzie Financial
Ontario, Canada
$609K 21,162 +3,041 +17%
MCM
65
Maltese Capital Management
New York
$608K 21,100 +21,100 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$560K 19,454 +160 +0.8%
GC
67
Globeflex Capital
California
$521K 18,089 +1,510 +9%
Goldman Sachs
68
Goldman Sachs
New York
$492K 17,073 -2,236 -12%
Jacobs Levy Equity Management
69
Jacobs Levy Equity Management
New Jersey
$489K 16,981 -1,640 -9%
CS
70
Credit Suisse
Switzerland
$477K 16,565 +6,658 +67%
GCP
71
GSA Capital Partners
United Kingdom
$464K 16,094 -1,762 -10%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$463K 16,062 +16,062 New
HighTower Advisors
73
HighTower Advisors
Illinois
$460K 15,979 +15,979 New
Wells Fargo
74
Wells Fargo
California
$431K 14,979 +5,628 +60%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$429K 14,885 +14,885 New
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