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Financial Institutions
FISI

Overview Fund Activity

114 hedge funds and large institutions have $331M invested in Financial Institutions in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-7
Holders Change %
-5.79%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$11.3M
2
EVM
2
Eaton Vance Management
Massachusetts
$5.53M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.2M
4
MSL
4
Mackay Shields LLC
New York
$1.79M
5
BlackRock
5
BlackRock
New York
$34.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
MAM
2
Martingale Asset Management
Massachusetts
$614K
3
IA
3
IndexIQ Advisors
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.7M
5
BFC
5
Banc Funds Company
Illinois
$5.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$68K +$29.6K +993 +77%
Canada Life
102
Canada Life
Manitoba, Canada
$49K +$3.36K +115 +7%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$42K – – –
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$36K +$36K +1,200 New
AIP
105
Ameritas Investment Partners
Nebraska
$34K – – –
VFA
106
Valeo Financial Advisors
Indiana
$33K – – –
APA
107
American Portfolios Advisors
New York
$30.6K – – –
SGAM
108
Smith Group Asset Management
Texas
$25K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$23K – – –
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$10K -$7.14K -250 -42%
MAM
111
Meeder Asset Management
Ohio
$10K +$10K +331 New
RA
112
Royce & Associates
New York
$9K -$89 -3 -1%
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$7K -$1.71K -57 -20%
US Bancorp
114
US Bancorp
Minnesota
$2K – – –
Fidelity Investments
115
Fidelity Investments
Massachusetts
– -$4.77M -153,500 Closed
IA
116
IndexIQ Advisors
New York
– -$1.33M -42,754 Closed
HighTower Advisors
117
HighTower Advisors
Illinois
– -$426K -13,699 Closed
Los Angeles Capital Management
118
Los Angeles Capital Management
California
– -$396K -12,727 Closed
Schroder Investment Management Group
119
Schroder Investment Management Group
United Kingdom
– -$341K -10,949 Closed
CI
120
Cigna Investments
Connecticut
– -$311K -10,013 Closed
FQ
121
First Quadrant
California
– -$305K -9,813 Closed
Squarepoint
122
Squarepoint
New York
– -$302K -9,717 Closed
IH
123
IFC Holdings
Florida
– -$297K -9,544 Closed
Parallax Volatility Advisers
124
Parallax Volatility Advisers
California
– -$69K -2,226 Closed
DCM
125
Delpha Capital Management
New York
– -$16K -511 Closed
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5
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