Financial Institutions
FISI
78 hedge funds and large institutions have $212M invested in Financial Institutions in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
37% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 27
2% more capital invested
Capital invested by funds: $208M → $212M (+$4.14M)
0% more funds holding
Funds holding: 78 → 78 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Clover Partners
Dallas,
Texas
|
+$13M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$4.15M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.36M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$1.24M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.03M |
| 2 |
BMCMI
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
|
-$3.74M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$3.73M |
| 4 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$1.37M |
| 5 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
-$563K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
76
Panagora Asset Management
Boston,
Massachusetts
| $9K | -$20.7K | -844 | -69% |
|
77
Barclays
London,
United Kingdom
| $2K | -$4.81K | -196 | -73% |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $318 | +$8.09K | +330 | +3% |
|
|
MCA
79
Mendon Capital Advisors
Key Largo,
Florida
| – | -$1.37M | -55,324 | Closed |
|
|
DA
80
Denali Advisors
San Diego,
California
| – | -$2K | -100 | Closed |
|
FISI Hedge Fund Activity: Q3 2015 in Review
78 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2015, worth a combined $212M — up 2% from $208M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FISI positions and 2 closed out — a net gain of 1 holder — while 37 added to existing stakes and 27 trimmed.
The largest buyer was Clover Partners, opening a new position worth an estimated $13M. The largest seller was Ameriprise, cutting an estimated $9.03M.
- 78 institutional investors held Financial Institutions (FISI) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $212M of Financial Institutions stock for Q3 2015, up 2% quarter-over-quarter.
- 3 funds opened new Financial Institutions positions in Q3 2015 and 2 closed out, a net change of +1 holder.
- The largest Financial Institutions buyer in Q3 2015 was Clover Partners, an estimated $13M added.
- The largest Financial Institutions seller in Q3 2015 was Ameriprise, an estimated $9.03M sold.
Based on aggregated 13F filings for Q3 2015.