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Financial Institutions

83 hedge funds and large institutions have $209M invested in Financial Institutions in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
29
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$21.7M 927,445 -89,198 -9%
Ameriprise
2
Ameriprise
Minnesota
$17M 725,242 +251,312 +53%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.8M 630,581 +16,717 +3%
CNBT
4
Canandaigua National Bank & Trust
New York
$14M 596,638 -6,731 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.1M 473,486 +34 +0%
BIT
6
BlackRock Institutional Trust
California
$10.4M 443,339 +3,225 +0.7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.33M 398,498 +5,269 +1%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$8.54M 364,540 +138,440 +61%
BMCMI
9
Bryn Mawr Capital Management Inc
Pennsylvania
$8.25M 352,313 -81,868 -19%
BFA
10
BlackRock Fund Advisors
California
$8.11M 346,190 -41,244 -11%
PI
11
Putnam Investments
Massachusetts
$7.59M 324,167 -3,830 -1%
KCM
12
Kennedy Capital Management
Missouri
$7.33M 312,861 +14,165 +5%
ICOM
13
Investment Counselors of Maryland
Maryland
$6.67M 284,591 -2,609 -0.9%
LSV Asset Management
14
LSV Asset Management
Illinois
$6.47M 276,130 -15,808 -5%
Northern Trust
15
Northern Trust
Illinois
$5.45M 232,557 -17,006 -7%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$5.34M 227,829 -4,700 -2%
State Street
17
State Street
Massachusetts
$5.21M 222,405 -3,611 -2%
AIS
18
AlphaOne Investment Services
Pennsylvania
$4.67M 199,316 -2,358 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.5M 106,700 -1,001 -0.9%
NFA
20
Nationwide Fund Advisors
Ohio
$2.32M 98,975 -3,013 -3%
BCM
21
Bridgeway Capital Management
Texas
$2.25M 96,100
Prudential Financial
22
Prudential Financial
New Jersey
$1.72M 73,407 +1,653 +2%
BFC
23
Banc Funds Company
Illinois
$1.63M 69,485 +55,285 +389%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.55M 66,212 +1,842 +3%
TCIM
25
TIAA CREF Investment Management
New York
$1.48M 63,173 -1,677 -3%