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Financial Institutions
FISI

Overview Fund Activity

116 hedge funds and large institutions have $311M invested in Financial Institutions in 2017 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
53
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$3.25M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$29.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$11.6M
5
BFC
5
Banc Funds Company
Illinois
$7.15M

Top Sellers

1
EC
1
EJF Capital
Virginia
$0
2
NI
2
Numeric Investors
Massachusetts
$5.22M
3
AL
3
AJO LP
Pennsylvania
$4.43M
4
KCM
4
Kennedy Capital Management
Missouri
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
101
Canada Life
Manitoba, Canada
$43K 1,500 – –
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$42.3K 1,467 -566 -28%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$41K 1,423 – –
Macquarie Group
104
Macquarie Group
Australia
$40K 1,400 +1,400 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$38K 1,335 +1,242 +1,335%
SEI Investments
106
SEI Investments
Pennsylvania
$35K 1,208 +389 +47%
AIP
107
Ameritas Investment Partners
Nebraska
$30K 1,134 – –
MAM
108
Meeder Asset Management
Ohio
$26K 908 -257 -22%
SGAM
109
Smith Group Asset Management
Texas
$24K 828 -6,810 -89%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$22K 773 +15 +2%
Barclays
111
Barclays
United Kingdom
$19K 646 +24 +4%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$17K 600 – –
RA
113
Royce & Associates
New York
$10K 332 +332 New
FMA
114
FNY Managed Accounts
New York
$8K 284 +284 New
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$3K 95 -203 -68%
US Bancorp
116
US Bancorp
Minnesota
$2K 74 +74 New
EC
117
EJF Capital
Virginia
– – -72,954 Closed
KCM
118
Kennedy Capital Management
Missouri
– – -45,035 Closed
ACM
119
Ativo Capital Management
Illinois
– – -30,835 Closed
Allianz Asset Management
120
Allianz Asset Management
Germany
– – -14,585 Closed
Connor, Clark & Lunn Investment Management (CC&L)
121
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -10,925 Closed
OAM
122
Oxford Asset Management
United Kingdom
– – -10,206 Closed
Squarepoint
123
Squarepoint
New York
– – -8,755 Closed
MF
124
Magnetar Financial
Illinois
– – -7,011 Closed
PCM
125
Prelude Capital Management
New York
– – -3,100 Closed
2 3 4
5
6