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Financial Institutions
FISI

Overview Fund Activity

87 hedge funds and large institutions have $210M invested in Financial Institutions in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
23
Reduced
36
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$9.54M
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.14M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$8.3M
4
ACM
4
Ativo Capital Management
Illinois
$429K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.8M

Top Sellers

1
ICOM
1
Investment Counselors of Maryland
Maryland
$5.22M
2
MCM
2
Maltese Capital Management
New York
$0
3
AIS
3
AlphaOne Investment Services
Pennsylvania
$4.17M
4
CRC
4
Curi RMB Capital
Illinois
$1.32M
5
CNBT
5
Canandaigua National Bank & Trust
New York
$14.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$22.8M 906,360 -12,185 -1%
Ameriprise
2
Ameriprise
Minnesota
$20.4M 811,313 -13,378 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.8M 668,339 +16,083 +2%
CNBT
4
Canandaigua National Bank & Trust
New York
$14.4M 572,663 -24,515 -4%
BIT
5
BlackRock Institutional Trust
California
$11.3M 449,212 -2,077 -0.5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M 441,264 +35 +0%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.3M 408,619 +3,855 +1%
BFA
8
BlackRock Fund Advisors
California
$9.54M 379,116 +51,705 +16%
KCM
9
Kennedy Capital Management
Missouri
$9.4M 373,726 +12,320 +3%
LSV Asset Management
10
LSV Asset Management
Illinois
$8.3M 329,877 +32,032 +11%
Northern Trust
11
Northern Trust
Illinois
$5.7M 226,556 -3,944 -2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$5.63M 223,979 -2,250 -1%
State Street
13
State Street
Massachusetts
$5.53M 220,131 -192 -0.1%
ICOM
14
Investment Counselors of Maryland
Maryland
$5.22M 207,641 -69,100 -25%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$4.76M 189,365 -24,456 -11%
AIS
16
AlphaOne Investment Services
Pennsylvania
$4.17M 165,948 -33,557 -17%
BCM
17
Bridgeway Capital Management
Texas
$2.89M 114,900 -6,200 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.45M 97,476 -6,186 -6%
Norges Bank
19
Norges Bank
Norway
$2.2M 87,488 – –
FP
20
Foundry Partners
Minnesota
$1.97M 78,285 +4,110 +6%
TCIM
21
TIAA CREF Investment Management
New York
$1.8M 71,471 +3,970 +6%
Prudential Financial
22
Prudential Financial
New Jersey
$1.79M 71,254 – –
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.7M 67,633 -2,582 -4%
WA
24
Whitebox Advisors
Minnesota
$1.65M 65,651 -6,944 -10%
BFC
25
Banc Funds Company
Illinois
$1.62M 64,485 – –
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