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Financial Institutions
FISI

Overview Fund Activity

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.

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

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$12.8M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$11.6M
4
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$11.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.2M

Top Sellers

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