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Financial Institutions
FISI

78 hedge funds and large institutions have $160M invested in Financial Institutions in 2013 Q2 according to their latest regulatory filings, with 78 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+78
Holders Change %
–
% of All Funds
2.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20M +$21.1M +1,087,158 New
JP Morgan Chase
2
JP Morgan Chase
New York
$12.8M +$13.4M +692,727 New
CNBT
3
Canandaigua National Bank & Trust
New York
$11.6M +$12.2M +631,251 New
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$11.3M +$11.9M +612,271 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.2M +$11.8M +608,181 New
Ameriprise
6
Ameriprise
Minnesota
$9.83M +$10.4M +534,078 New
BIT
7
BlackRock Institutional Trust
California
$8.3M +$8.75M +451,014 New
BFA
8
BlackRock Fund Advisors
California
$6.56M +$6.91M +356,385 New
PI
9
Putnam Investments
Massachusetts
$6.48M +$6.83M +352,170 New
Vanguard Group
10
Vanguard Group
Pennsylvania
$6.25M +$6.59M +339,739 New
ICOM
11
Investment Counselors of Maryland
Maryland
$5.62M +$5.92M +305,300 New
LSV Asset Management
12
LSV Asset Management
Illinois
$5.56M +$5.85M +301,813 New
Northern Trust
13
Northern Trust
Illinois
$4.66M +$4.91M +253,269 New
State Street
14
State Street
Massachusetts
$4.05M +$4.27M +220,208 New
KCM
15
Kennedy Capital Management
Missouri
$3.36M +$3.54M +182,417 New
AIS
16
AlphaOne Investment Services
Pennsylvania
$3.32M +$3.5M +180,290 New
NFA
17
Nationwide Fund Advisors
Ohio
$2.08M +$2.19M +113,100 New
CCM
18
Castine Capital Management
Massachusetts
$1.98M +$2.08M +107,452 New
BCM
19
Bridgeway Capital Management
Texas
$1.77M +$1.86M +95,900 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.58M +$1.66M +85,819 New
Renaissance Technologies
21
Renaissance Technologies
New York
$1.5M +$1.58M +81,600 New
TCIM
22
TIAA CREF Investment Management
New York
$1.29M +$1.36M +70,256 New
FG
23
FSI Group
Ohio
$1.25M +$1.31M +67,770 New
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$937K +$987K +50,890 New
BIM
25
BlackRock Investment Management
Delaware
$897K +$945K +48,712 New
1
2 3 4

FISI Hedge Fund Activity: Q2 2013 in Review

78 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2013, worth a combined $160M.

Buyers outnumbered sellers: 78 funds opened new FISI positions and 0 closed out — a net gain of 78 holders — while 0 added to existing stakes and 0 trimmed.

  • 78 institutional investors held Financial Institutions (FISI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $160M of Financial Institutions stock for Q2 2013.
  • 78 funds opened new Financial Institutions positions in Q2 2013 and 0 closed out, a net change of +78 holders.

Based on aggregated 13F filings for Q2 2013.