FISI icon

Financial Institutions
FISI

Overview Fund Activity

76 hedge funds and large institutions have $215M invested in Financial Institutions in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
29
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.7M
2
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$16.7M
3
KCM
3
Kennedy Capital Management
Missouri
$5.78M
4
AIS
4
AlphaOne Investment Services
Pennsylvania
$5.88M
5
Prudential Financial
5
Prudential Financial
New Jersey
$1.56M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.48M
2
FG
2
FSI Group
Ohio
$0
3
Ameriprise
3
Ameriprise
Minnesota
$12.5M
4
BFA
4
BlackRock Fund Advisors
California
$9.39M
5
PI
5
Putnam Investments
Massachusetts
$8.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$25.7M 1,040,858 +6,200 +0.6%
BMCMI
2
Bryn Mawr Capital Management Inc
Pennsylvania
$16.7M 675,091 +42,266 +7%
CNBT
3
Canandaigua National Bank & Trust
New York
$15.2M 615,997 -9,048 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$15.2M 613,368 +1,254 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$12.5M 504,890 -19,633 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.7M 473,421 +473,421 New
BIT
7
BlackRock Institutional Trust
California
$10.9M 439,899 -7,893 -2%
BFA
8
BlackRock Fund Advisors
California
$9.39M 380,105 -16,971 -4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$8.69M 351,816 +8,806 +3%
PI
10
Putnam Investments
Massachusetts
$8.46M 342,357 -16,033 -4%
LSV Asset Management
11
LSV Asset Management
Illinois
$7.35M 297,522 -4,291 -1%
ICOM
12
Investment Counselors of Maryland
Maryland
$7.33M 296,800 -8,500 -3%
Northern Trust
13
Northern Trust
Illinois
$6.59M 266,732 +4,266 +2%
AIS
14
AlphaOne Investment Services
Pennsylvania
$5.88M 237,695 +31,319 +15%
KCM
15
Kennedy Capital Management
Missouri
$5.78M 233,755 +35,739 +18%
State Street
16
State Street
Massachusetts
$5.67M 229,624 +11,393 +5%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$5.48M 221,912 -475,771 -68%
CCM
18
Castine Capital Management
Massachusetts
$2.9M 117,252 – –
NFA
19
Nationwide Fund Advisors
Ohio
$2.69M 108,895 +218 +0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.65M 107,137 +15,423 +17%
BCM
21
Bridgeway Capital Management
Texas
$2.38M 96,100 +200 +0.2%
TCIM
22
TIAA CREF Investment Management
New York
$1.6M 64,850 +464 +0.7%
Prudential Financial
23
Prudential Financial
New Jersey
$1.56M 63,254 +19,100 +43%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.53M 62,100 -4,200 -6%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.37M 55,336 +6,688 +14%
1
2 3 4