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Financial Institutions
FISI

Overview Fund Activity

112 hedge funds and large institutions have $306M invested in Financial Institutions in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
49
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$5.85M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$8.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.9M
4
Millennium Management
4
Millennium Management
New York
$4.75M
5
BIT
5
BlackRock Institutional Trust
California
$20M

Top Sellers

1
CP
1
Clover Partners
Texas
$9.42M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
CRC
3
Curi RMB Capital
Illinois
$0
4
CNBT
4
Canandaigua National Bank & Trust
New York
$17.4M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$49K 1,423 +1,201 +541%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$44K 1,300 – –
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$41K 1,200 – –
SGAM
104
Smith Group Asset Management
Texas
$28K 830 +830 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$26K 758 – –
MFS
106
MSI Financial Services
Massachusetts
$20K 581 +3 +0.5%
Barclays
107
Barclays
United Kingdom
$10K 306 -80 -21%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$7K 200 – –
TRCT
109
Tower Research Capital (TRC)
New York
$3K 84 -116 -58%
DA
110
Denali Advisors
California
$3K 76 +76 New
FPF
111
FNY Partners Fund
New York
$342 10,000 +10,000 New
Wellington Management Group
112
Wellington Management Group
Massachusetts
– – -613,272 Closed
CRC
113
Curi RMB Capital
Illinois
– – -99,124 Closed
WCM
114
Wedge Capital Management
North Carolina
– – -38,475 Closed
MCM
115
Maltese Capital Management
New York
– – -25,000 Closed
WI
116
WBI Investments
New Jersey
– – -10,962 Closed
Citadel Advisors
117
Citadel Advisors
Florida
– – -10,102 Closed
DC
118
Deere & Company
Illinois
– – -8,267 Closed
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
– – -431 Closed
IA
120
IFP Advisors
Florida
$0 4 – –
1 2 3 4
5