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Financial Institutions
FISI

Overview Fund Activity

82 hedge funds and large institutions have $253M invested in Financial Institutions in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-2
Holders Change %
-2.38%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
13
Increased
32
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.4M
2
BCM
2
Basswood Capital Management
New York
$2.28M
3
CP
3
Clover Partners
Texas
$23.1M
4
CIM
4
Calvert Investment Management
Maryland
$3.29M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$1.23M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
CIC
2
Cornercap Investment Counsel
Georgia
$0
3
NFA
3
Nationwide Fund Advisors
Ohio
$697K
4
B
4
Bailard
California
$0
5
TCIM
5
TIAA CREF Investment Management
New York
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$31.7M 1,090,228 +34,907 +3%
CP
2
Clover Partners
Texas
$23.1M 795,799 +42,442 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$22.2M 762,073 +23,384 +3%
CNBT
4
Canandaigua National Bank & Trust
New York
$16.3M 559,553 +8,969 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.5M 499,790 +33,377 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$14.3M 492,310 +204 +0%
BIT
7
BlackRock Institutional Trust
California
$13.7M 471,673 -1,386 -0.3%
BFA
8
BlackRock Fund Advisors
California
$10.5M 360,286 -7,051 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$10.4M 356,336 +356,336 New
KCM
10
Kennedy Capital Management
Missouri
$9.94M 341,810 -15,736 -4%
LSV Asset Management
11
LSV Asset Management
Illinois
$9.46M 325,277 -3,300 -1%
Northern Trust
12
Northern Trust
Illinois
$7.26M 249,587 +3,498 +1%
State Street
13
State Street
Massachusetts
$6.69M 229,869 +1,482 +0.6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$6.32M 217,535 -3,375 -2%
AIS
15
AlphaOne Investment Services
Pennsylvania
$4.47M 153,828 -12,893 -8%
FP
16
Foundry Partners
Minnesota
$3.88M 133,591 +3,600 +3%
CIM
17
Calvert Investment Management
Maryland
$3.29M 113,044 +39,834 +54%
BCM
18
Bridgeway Capital Management
Texas
$3.26M 112,250 – –
Prudential Financial
19
Prudential Financial
New Jersey
$3.05M 104,764 -18,688 -15%
BFC
20
Banc Funds Company
Illinois
$3M 103,261 -11,000 -10%
Renaissance Technologies
21
Renaissance Technologies
New York
$2.62M 90,200 +13,500 +18%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.55M 87,786 +3,666 +4%
BCM
23
Basswood Capital Management
New York
$2.28M 78,277 +78,277 New
CRC
24
Curi RMB Capital
Illinois
$1.86M 63,824 +4,300 +7%
BIM
25
BlackRock Investment Management
Delaware
$1.59M 54,624 +54 +0.1%
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