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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $367M invested in Financial Institutions in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+2
Holders Change %
+1.75%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
51
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
BHZ Capital Management
California
$6.28M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$41M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$3.51M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$15.8M
5
BlackRock
5
BlackRock
New York
$39.4M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$4.88M
2
EVM
2
Eaton Vance Management
Massachusetts
$3.07M
3
BFC
3
Banc Funds Company
Illinois
$4.23M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.7M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RM
76
Resource Management
Louisiana
$398K 12,108 – –
AllianceBernstein
77
AllianceBernstein
Tennessee
$378K 11,500 – –
AG
78
Aperio Group
California
$375K 11,373 -2,602 -19%
OAM
79
Oxford Asset Management
United Kingdom
$361K 10,929 +10,929 New
PI
80
Putnam Investments
Massachusetts
$337K 10,231 +10,231 New
AIG
81
American International Group
New York
$329K 10,004 +450 +5%
RJA
82
Raymond James & Associates
Florida
$307K 9,339 +9,339 New
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$282K 8,581 +600 +8%
Axa
84
Axa
France
$276K 8,400 – –
QI
85
QS Investors
New York
$242K 7,356 +619 +9%
UBS AM
86
UBS AM
Illinois
$237K 7,200 – –
WC
87
Whitney & Co
New York
$233K 7,090 +7,090 New
MC
88
Menta Capital
California
$231K 7,024 -22,124 -76%
Citigroup
89
Citigroup
New York
$220K 6,690 -3,758 -36%
MIM
90
MetLife Investment Management
New Jersey
$213K 6,461 – –
BGIM
91
Brandywine Global Investment Management
Pennsylvania
$210K 6,370 +2,040 +47%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$210K 6,372 +6,372 New
CCM
93
Cutler Capital Management
Massachusetts
$197K 6,000 – –
MLICM
94
Metropolitan Life Insurance Company (MetLife)
New York
$183K 5,570 +510 +10%
UBS Group
95
UBS Group
Switzerland
$180K 5,460 +2,259 +71%
Acadian Asset Management
96
Acadian Asset Management
Massachusetts
$177K 5,386 – –
SG Americas Securities
97
SG Americas Securities
New York
$130K 3,959 -821 -17%
SEI Investments
98
SEI Investments
Pennsylvania
$105K 3,196 +914 +40%
RQS
99
Ramsey Quantitative Systems
Kentucky
$103K 3,116 -462 -13%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$81K 2,467 +1,044 +73%
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