Financial Institutions
FISI
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.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
0% more funds holding
Funds holding: 87 → 87 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.48% less ownership
Funds ownership: 60.58% → 59.1% (-1.5%)
32% less capital inflows, than outflows
Capital inflows: $6.24M | Capital outflows: $9.18M
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Fund Advisors
San Francisco,
California
|
+$1.26M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$1.11M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$780K |
| 4 |
Ativo Capital Management
Chicago,
Illinois
|
+$416K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$392K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Investment Counselors of Maryland
Baltimore,
Maryland
|
-$1.68M |
| 2 |
Maltese Capital Management
New York
|
-$1.09M |
| 3 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$818K |
| 4 |
Curi RMB Capital
Chicago,
Illinois
|
-$613K |
| 5 |
Canandaigua National Bank & Trust
Canandaigua,
New York
|
-$597K |
FISI Hedge Fund Activity: Q4 2014 in Review
87 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q4 2014, worth a combined $210M — up 9.6% from $192M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FISI positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 36 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $1.26M. The largest seller was Investment Counselors of Maryland, cutting an estimated $1.68M.
- 87 institutional investors held Financial Institutions (FISI) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $210M of Financial Institutions stock for Q4 2014, up 9.6% quarter-over-quarter.
- 6 funds opened new Financial Institutions positions in Q4 2014 and 4 closed out, a net change of +2 holders.
- The largest Financial Institutions buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $1.26M added.
- The largest Financial Institutions seller in Q4 2014 was Investment Counselors of Maryland, an estimated $1.68M sold.
Based on aggregated 13F filings for Q4 2014.