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Financial Institutions
FISI

Overview Fund Activity

84 hedge funds and large institutions have $240M invested in Financial Institutions in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+6
Holders Change %
+7.69%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
30
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CP
1
Clover Partners
Texas
$21.1M
2
CIM
2
Calvert Investment Management
Maryland
$2.05M
3
B
3
Bailard
California
$1.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$29.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$20.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$152K
3
KCM
3
Kennedy Capital Management
Missouri
$10M
4
BMCMI
4
Bryn Mawr Capital Management Inc
Pennsylvania
$0
5
BIT
5
BlackRock Institutional Trust
California
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.5M 1,055,321 +30,528 +3%
CP
2
Clover Partners
Texas
$21.1M 753,357 +224,198 +42%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.7M 738,689 +25,324 +4%
CNBT
4
Canandaigua National Bank & Trust
New York
$15.4M 550,584 -3,185 -0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.8M 492,106 -4,798 -1%
BIT
6
BlackRock Institutional Trust
California
$13.2M 473,059 -51,502 -10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$13.1M 466,413 +12,719 +3%
BFA
8
BlackRock Fund Advisors
California
$10.3M 367,337 +11,936 +3%
KCM
9
Kennedy Capital Management
Missouri
$10M 357,546 -97,377 -21%
LSV Asset Management
10
LSV Asset Management
Illinois
$9.2M 328,577 -600 -0.2%
Northern Trust
11
Northern Trust
Illinois
$6.89M 246,089 -478 -0.2%
Ameriprise
12
Ameriprise
Minnesota
$6.42M 229,424 -124,278 -35%
State Street
13
State Street
Massachusetts
$6.4M 228,387 +12,163 +6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$6.19M 220,910 -1,700 -0.8%
AIS
15
AlphaOne Investment Services
Pennsylvania
$4.67M 166,721 +2,670 +2%
FP
16
Foundry Partners
Minnesota
$3.64M 129,991 +18,290 +16%
Prudential Financial
17
Prudential Financial
New Jersey
$3.46M 123,452 +8,500 +7%
BFC
18
Banc Funds Company
Illinois
$3.2M 114,261 – –
BCM
19
Bridgeway Capital Management
Texas
$3.14M 112,250 – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.4M 85,709 +2,230 +3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.36M 84,120 -6,496 -7%
Renaissance Technologies
22
Renaissance Technologies
New York
$2.15M 76,700 +16,300 +27%
TCIM
23
TIAA CREF Investment Management
New York
$2.11M 75,505 -2,812 -4%
CIM
24
Calvert Investment Management
Maryland
$2.05M 73,210 +73,210 New
NFA
25
Nationwide Fund Advisors
Ohio
$1.88M 67,101 +11,900 +22%
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