Financial Institutions
FISI
87 hedge funds and large institutions have $192M invested in Financial Institutions in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
5% more funds holding
Funds holding: 83 → 87 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 34
8% less capital invested
Capital invested by funds: $209M → $192M (-$17.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.29M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$2.01M |
| 3 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$1.67M |
| 4 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$1.27M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$7.37M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$6.78M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.47M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$1.62M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$850K |
FISI Hedge Fund Activity: Q3 2014 in Review
87 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2014, worth a combined $192M — down 8.3% from $209M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FISI positions and 4 closed out — a net gain of 4 holders — while 34 added to existing stakes and 34 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.29M. The largest seller was Bryn Mawr Capital Management Inc, cutting an estimated $7.37M.
- 87 institutional investors held Financial Institutions (FISI) as of Q3 2014, up from 83 in Q2 2014.
- Funds reported $192M of Financial Institutions stock for Q3 2014, down 8.3% quarter-over-quarter.
- 8 funds opened new Financial Institutions positions in Q3 2014 and 4 closed out, a net change of +4 holders.
- The largest Financial Institutions buyer in Q3 2014 was Ameriprise, an estimated $2.29M added.
- The largest Financial Institutions seller in Q3 2014 was Bryn Mawr Capital Management Inc, an estimated $7.37M sold.
Based on aggregated 13F filings for Q3 2014.