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Financial Institutions
FISI

Overview Fund Activity

76 hedge funds and large institutions have $177M invested in Financial Institutions in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
31
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$8.12M
2
AIS
2
AlphaOne Investment Services
Pennsylvania
$4.22M
3
BMCMI
3
Bryn Mawr Capital Management Inc
Pennsylvania
$12.9M
4
CIC
4
Cornercap Investment Counsel
Georgia
$772K
5
KCM
5
Kennedy Capital Management
Missouri
$4.05M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.2M
2
MA
2
MUFG Americas
New York
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$4.09K
4
PAM
4
Panagora Asset Management
Massachusetts
$117K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.2M 1,034,658 -52,500 -5%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$14.3M 697,683 +4,956 +0.7%
BMCMI
3
Bryn Mawr Capital Management Inc
Pennsylvania
$12.9M 632,825 +20,554 +3%
CNBT
4
Canandaigua National Bank & Trust
New York
$12.8M 625,045 -6,206 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.5M 612,114 +3,933 +0.6%
Ameriprise
6
Ameriprise
Minnesota
$10.7M 524,523 -9,555 -2%
BIT
7
BlackRock Institutional Trust
California
$9.16M 447,792 -3,222 -0.7%
BFA
8
BlackRock Fund Advisors
California
$8.12M 397,076 +40,691 +11%
PI
9
Putnam Investments
Massachusetts
$7.33M 358,390 +6,220 +2%
Vanguard Group
10
Vanguard Group
Pennsylvania
$7.02M 343,010 +3,271 +1%
ICOM
11
Investment Counselors of Maryland
Maryland
$6.25M 305,300 – –
LSV Asset Management
12
LSV Asset Management
Illinois
$6.18M 301,813 – –
Northern Trust
13
Northern Trust
Illinois
$5.37M 262,466 +9,197 +4%
State Street
14
State Street
Massachusetts
$4.46M 218,231 -1,977 -0.9%
AIS
15
AlphaOne Investment Services
Pennsylvania
$4.22M 206,376 +26,086 +14%
KCM
16
Kennedy Capital Management
Missouri
$4.05M 198,016 +15,599 +9%
CCM
17
Castine Capital Management
Massachusetts
$2.4M 117,252 +9,800 +9%
NFA
18
Nationwide Fund Advisors
Ohio
$2.22M 108,677 -4,423 -4%
BCM
19
Bridgeway Capital Management
Texas
$1.96M 95,900 – –
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.88M 91,714 +5,895 +7%
FG
21
FSI Group
Ohio
$1.47M 71,626 +3,856 +6%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.36M 66,300 -15,300 -19%
TCIM
23
TIAA CREF Investment Management
New York
$1.32M 64,386 -5,870 -8%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$1.09M 53,290 +2,400 +5%
BIM
25
BlackRock Investment Management
Delaware
$998K 48,791 +79 +0.2%
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