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Financial Institutions
FISI

121 hedge funds and large institutions have $345M invested in Financial Institutions in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $311M → $345M (+$33.8M)

4% more funds holding

Funds holding: 116 → 121 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.48% less ownership

Funds ownership: 71.44% → 70.96% (-0.48%)

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
56
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$8.63M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.9M
3
B
Bailard
California
+$2.26M
4
American Century Companies
American Century Companies
Missouri
+$1.89M
5
AL
AJO LP
Pennsylvania
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.69M
2
BCM
Basswood Capital Management
New York
-$3.96M
3
NFA
Nationwide Fund Advisors
Ohio
-$3.88M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.46M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$396K -$10.4K -330 -3%
Citigroup
77
Citigroup
New York
$383K +$8.43K +268 +2%
RM
78
Resource Management
Louisiana
$371K +$381K +12,108 New
AG
79
Aperio Group
California
$367K +$18.2K +579 +5%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$359K -$30.3K -965 -8%
HHC
81
Hutchin Hill Capital
New York
$355K +$15.7K +500 +5%
AllianceBernstein
82
AllianceBernstein
Tennessee
$345K – – –
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$341K +$142K +4,524 +70%
ARTA
84
A.R.T. Advisors
New York
$336K +$119K +3,800 +54%
CI
85
Cigna Investments
Connecticut
$311K – – –
FQ
86
First Quadrant
California
$305K – – –
AIG
87
American International Group
New York
$303K +$13.3K +423 +5%
Squarepoint
88
Squarepoint
New York
$302K +$306K +9,717 New
IH
89
IFC Holdings
Florida
$297K +$2.2K +70 +0.7%
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$282K -$219K -6,981 -43%
Axa
91
Axa
France
$261K – – –
Bessemer Group
92
Bessemer Group
New Jersey
$230K -$663K -21,100 -74%
UBS AM
93
UBS AM
Illinois
$224K +$226K +7,200 New
MIM
94
MetLife Investment Management
New Jersey
$201K +$203K +6,461 New
QI
95
QS Investors
New York
$193K +$1.7K +54 +0.9%
CCM
96
Cutler Capital Management
Massachusetts
$187K +$189K +6,000 New
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$157K -$145K -4,608 -48%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$143K -$2.83K -90 -2%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$140K +$95.8K +3,046 +208%
Legal & General Group
100
Legal & General Group
United Kingdom
$116K -$13.9K -441 -11%
2 3
4
5 6

FISI Hedge Fund Activity: Q4 2017 in Review

121 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q4 2017, worth a combined $345M — up 11% from $311M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FISI positions and 11 closed out — a net gain of 5 holders — while 56 added to existing stakes and 34 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $8.63M. The largest seller was Fidelity Investments, cutting an estimated $6.69M.

  • 121 institutional investors held Financial Institutions (FISI) as of Q4 2017, up from 116 in Q3 2017.
  • Funds reported $345M of Financial Institutions stock for Q4 2017, up 11% quarter-over-quarter.
  • 16 funds opened new Financial Institutions positions in Q4 2017 and 11 closed out, a net change of +5 holders.
  • The largest Financial Institutions buyer in Q4 2017 was Elizabeth Park Capital Advisors, an estimated $8.63M added.
  • The largest Financial Institutions seller in Q4 2017 was Fidelity Investments, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2017.