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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $367M invested in Financial Institutions in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
51
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
BHZ Capital Management
California
$6.28M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$3.51M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$15.8M
5
BlackRock
5
BlackRock
New York
$39.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.88M
2
EVM
2
Eaton Vance Management
Massachusetts
$3.07M
3
BFC
3
Banc Funds Company
Illinois
$4.23M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.7M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$985K 29,922 -1,585 -5%
GCP
52
GSA Capital Partners
United Kingdom
$981K 29,804 +5,068 +20%
TA
53
Teachers Advisors
New York
$940K 28,575 +2,522 +10%
Citadel Advisors
54
Citadel Advisors
Florida
$931K 28,304 -4,392 -13%
SCM
55
Sterling Capital Management
North Carolina
$930K 28,279 +654 +2%
Federated Hermes
56
Federated Hermes
Pennsylvania
$930K 28,281 +4,807 +20%
Swiss National Bank
57
Swiss National Bank
Switzerland
$905K 27,500 +3,700 +16%
Stifel Financial
58
Stifel Financial
Missouri
$900K 27,322 +7,776 +40%
Bank of America
59
Bank of America
North Carolina
$879K 26,712 -1,853 -6%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$852K 25,908 -6,187 -19%
CIC
61
Cornercap Investment Counsel
Georgia
$813K 24,720 +530 +2%
SO
62
STRS Ohio
Ohio
$789K 24,000 +600 +3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$773K 23,503 +743 +3%
Wells Fargo
64
Wells Fargo
California
$761K 23,155 -803 -3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$742K 22,556 +21,356 +1,780%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$713K 21,682 – –
GC
67
Globeflex Capital
California
$696K 21,161 -1,500 -7%
Jacobs Levy Equity Management
68
Jacobs Levy Equity Management
New Jersey
$694K 21,095 -4,550 -18%
WI
69
WBI Investments
New Jersey
$651K 19,773 +19,773 New
Goldman Sachs
70
Goldman Sachs
New York
$633K 19,249 +1,154 +6%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$580K 17,629 +1,355 +8%
CS
72
Credit Suisse
Switzerland
$556K 16,917 -3,240 -16%
UCFA
73
United Capital Financial Advisors
Texas
$494K 15,000 – –
Bessemer Group
74
Bessemer Group
New Jersey
$438K 13,300 +10,300 +343%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$425K 12,916 +1,075 +9%
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