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Financial Institutions
FISI

Overview Fund Activity

129 hedge funds and large institutions have $366M invested in Financial Institutions in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
48
Reduced
45
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$16M
2
BCM
2
Bridgeway Capital Management
Texas
$3.48M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.43M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$7.98M
5
State Street
5
State Street
Massachusetts
$11.9M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$1.63M
2
FP
2
Foundry Partners
Minnesota
$3.83M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$11.2M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$189K 5,837 -66 -1%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$165K 5,133 -437 -8%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$150K 4,666 +2,525 +118%
SG Americas Securities
104
SG Americas Securities
New York
$142K 4,413 +4,413 New
Legal & General Group
105
Legal & General Group
United Kingdom
$141K 4,379 – –
VRM
106
Vectors Research Management
New York
$132K 4,100 – –
DA
107
Denali Advisors
California
$132K 4,100 +4,100 New
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$124K 3,875 +1,395 +56%
Citigroup
109
Citigroup
New York
$114K 3,560 -1,838 -34%
Marshall Wace
110
Marshall Wace
United Kingdom
$107K 3,347 +3,347 New
QAM
111
QCI Asset Management
New York
$78K 2,445 – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$63K 1,968 – –
MAM
113
Meeder Asset Management
Ohio
$45K 1,406 – –
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$45K 1,400 +100 +8%
TCWM
115
Total Clarity Wealth Management
Illinois
$45K 1,400 +1,400 New
AIP
116
Ameritas Investment Partners
Nebraska
$44K 1,360 +226 +20%
Canada Life
117
Canada Life
Manitoba, Canada
$34K 1,076 +1,076 New
APA
118
American Portfolios Advisors
New York
$33.2K 1,035 – –
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$28K 880 +440 +100%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$25K 773 – –
CCM
121
Copeland Capital Management
Pennsylvania
$14K 444 -4 -0.9%
GT
122
Glenmede Trust
Pennsylvania
$10K 344 – –
TRCT
123
Tower Research Capital (TRC)
New York
$3K 80 -379 -83%
VNA
124
Valley National Advisers
Pennsylvania
$2K 53 – –
US Bancorp
125
US Bancorp
Minnesota
$2K 71 – –
2 3 4
5
6