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Financial Institutions
FISI

Overview Fund Activity

114 hedge funds and large institutions have $331M invested in Financial Institutions in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$11.3M
2
EVM
2
Eaton Vance Management
Massachusetts
$5.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.2M
4
MSL
4
Mackay Shields LLC
New York
$1.79M
5
BlackRock
5
BlackRock
New York
$34.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
MAM
2
Martingale Asset Management
Massachusetts
$614K
3
IA
3
IndexIQ Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.7M
5
BFC
5
Banc Funds Company
Illinois
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$968K -$45.8K -1,547 -5%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$950K -$154K -5,219 -14%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$933K +$4.74K +160 +0.5%
MC
54
Menta Capital
California
$863K -$363K -12,255 -30%
Bank of America
55
Bank of America
North Carolina
$845K -$399K -13,492 -32%
SCM
56
Sterling Capital Management
North Carolina
$818K – – –
TA
57
Teachers Advisors
New York
$771K – – –
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$759K +$54.8K +1,850 +8%
GCP
59
GSA Capital Partners
United Kingdom
$732K +$43K +1,454 +6%
CIC
60
Cornercap Investment Counsel
Georgia
$716K – – –
Wells Fargo
61
Wells Fargo
California
$709K +$64.9K +2,193 +10%
Swiss National Bank
62
Swiss National Bank
Switzerland
$704K +$35.5K +1,200 +5%
Federated Hermes
63
Federated Hermes
Pennsylvania
$695K -$2.22K -75 -0.3%
SO
64
STRS Ohio
Ohio
$692K +$29.6K +1,000 +4%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$674K -$1.42K -48 -0.2%
GC
66
Globeflex Capital
California
$671K +$135K +4,572 +25%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$642K – – –
MAM
68
Martingale Asset Management
Massachusetts
$614K -$1.59M -53,718 -72%
CS
69
Credit Suisse
Switzerland
$596K +$59.4K +2,010 +11%
Stifel Financial
70
Stifel Financial
Missouri
$576K +$166K +5,648 +41%
Goldman Sachs
71
Goldman Sachs
New York
$536K +$41.1K +1,389 +8%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$482K -$20.7K -700 -4%
BCM
73
BlueCrest Capital Management
Jersey
$453K +$453K +15,291 New
UCFA
74
United Capital Financial Advisors
Texas
$444K +$444K +15,000 New
DTL
75
Dynamic Technology Lab
Singapore
$422K +$422K +14,261 New
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