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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 %
Legal & General Group
101
Legal & General Group
United Kingdom
$76K 2,314 -319 -12%
Canada Life
102
Canada Life
Manitoba, Canada
$56K 1,706 +31 +2%
Barclays
103
Barclays
United Kingdom
$54K 1,662 -1,949 -54%
AIP
104
Ameritas Investment Partners
Nebraska
$37K 1,134 – –
VFA
105
Valeo Financial Advisors
Indiana
$36K 1,125 – –
SGAM
106
Smith Group Asset Management
Texas
$36K 1,100 +272 +33%
APA
107
American Portfolios Advisors
New York
$34.1K 1,035 – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$25K 773 – –
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$23.6K 717 -2,501 -78%
RA
110
Royce & Associates
New York
$17K 508 +205 +68%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$14K 440 +90 +26%
MAM
112
Meeder Asset Management
Ohio
$10.9K 331 – –
PIA
113
Piedmont Investment Advisors
North Carolina
$9K 267 +267 New
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$7K 233 – –
US Bancorp
115
US Bancorp
Minnesota
$2K 74 – –
FIA
116
FNY Investment Advisers
New York
$1K 45 +45 New
Mackenzie Financial
117
Mackenzie Financial
Ontario, Canada
– – -36,317 Closed
BCM
118
BlueCrest Capital Management
Jersey
– – -15,291 Closed
DTL
119
Dynamic Technology Lab
Singapore
– – -14,261 Closed
LPL Financial
120
LPL Financial
California
– – -10,495 Closed
ARTA
121
A.R.T. Advisors
New York
– – -7,111 Closed
TRCT
122
Tower Research Capital (TRC)
New York
– – -6,052 Closed
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