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Financial Institutions
FISI

Overview Fund Activity

92 hedge funds and large institutions have $224M invested in Financial Institutions in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
38
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFA
1
Nationwide Fund Advisors
Ohio
$1.74M
2
EA
2
Emerald Acquisition
Washington
$1.02M
3
CRC
3
Curi RMB Capital
Illinois
$2.58M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$508K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.5M
2
BCM
2
Basswood Capital Management
New York
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.1M
4
KCM
4
Kennedy Capital Management
Missouri
$8.09M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
76
Canada Life
Manitoba, Canada
$39K 1,500 +1,500 New
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$34K 1,300 – –
UBS Group
78
UBS Group
Switzerland
$31K 1,200 +504 +72%
Federated Hermes
79
Federated Hermes
Pennsylvania
$29K 1,114 +18 +2%
Morgan Stanley
80
Morgan Stanley
New York
$29K 1,093 +269 +33%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$23K 871 -5 -0.6%
TRCT
82
Tower Research Capital (TRC)
New York
$18K 705 +452 +179%
MFS
83
MSI Financial Services
Massachusetts
$15K 574 +3 +0.5%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$14.1K 542 +542 New
US Bancorp
85
US Bancorp
Minnesota
$14K 518 -502 -49%
VWM
86
Valley Wealth Managers
New Jersey
$13K 500 +500 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$12K 452 – –
Fuller & Thaler Asset Management
88
Fuller & Thaler Asset Management
California
$10K 400 – –
PAM
89
Panagora Asset Management
Massachusetts
$10K 379 – –
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$5K 200 -300 -60%
Barclays
91
Barclays
United Kingdom
$1K 30 -473 -94%
BCM
92
Basswood Capital Management
New York
– – -78,277 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– – -8,300 Closed
AG
94
Aperio Group
California
– – -7,296 Closed
IA
95
IFP Advisors
Florida
$0 4 +4 New
1 2 3
4