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Financial Institutions
FISI

Overview Fund Activity

111 hedge funds and large institutions have $301M invested in Financial Institutions in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
-1
Holders Change %
-0.89%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
51
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$37.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.6M
3
NI
3
Numeric Investors
Massachusetts
$1.96M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$1.92M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.3M

Top Sellers

1
CP
1
Clover Partners
Texas
$0
2
KCM
2
Kennedy Capital Management
Missouri
$4.72M
3
Millennium Management
3
Millennium Management
New York
$3.05M
4
HCM
4
Highbridge Capital Management
New York
$0
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$191K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$303K 9,192 +1 +0%
TC
77
TFS Capital
Pennsylvania
$296K 8,990 +1,063 +13%
SGI
78
Summit Global Investments
Utah
$293K 8,900 – –
PCM
79
Prelude Capital Management
New York
$270K 8,200 +4,000 +95%
AG
80
Aperio Group
California
$269K 8,163 +1,109 +16%
AIG
81
American International Group
New York
$266K 8,060 +85 +1%
Mackenzie Financial
82
Mackenzie Financial
Ontario, Canada
$264K 8,000 +8,000 New
ARTA
83
A.R.T. Advisors
New York
$244K 7,411 -3,389 -31%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$218K 6,615 -1,397 -17%
AIMCA
85
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211K 6,400 +6,400 New
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$210K 6,372 – –
AllianceBernstein
87
AllianceBernstein
Tennessee
$204K 6,200 -800 -11%
QI
88
QS Investors
New York
$203K 6,148 +6,148 New
PAM
89
Panagora Asset Management
Massachusetts
$202K 6,139 +2,128 +53%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$191K 5,797 -28,293 -83%
AIM
91
Acrospire Investment Management
Illinois
$155K 4,715 +1,338 +40%
BGIM
92
Brandywine Global Investment Management
Pennsylvania
$133K 4,030 – –
Legal & General Group
93
Legal & General Group
United Kingdom
$119K 3,621 -128 -3%
Canada Life
94
Canada Life
Manitoba, Canada
$49K 1,500 – –
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$47K 1,423 – –
Barclays
96
Barclays
United Kingdom
$44K 1,368 +1,062 +347%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$40K 1,200 – –
AIP
98
Ameritas Investment Partners
Nebraska
$37K 1,134 +1,134 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$36K 1,094 -1,888 -63%
SGAM
100
Smith Group Asset Management
Texas
$27K 830 – –
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4
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