Financial Institutions
FISI
92 hedge funds and large institutions have $224M invested in Financial Institutions in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
46% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 26
12% more funds holding
Funds holding: 82 → 92 (+10)
11% less capital invested
Capital invested by funds: $253M → $224M (-$28M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$1.17M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$973K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$917K |
| 4 |
Two Sigma Investments
New York
|
+$537K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.35M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$2.28M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$879K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$865K |
| 5 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
-$667K |
FISI Hedge Fund Activity: Q2 2016 in Review
92 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2016, worth a combined $224M — down 11% from $253M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FISI positions and 3 closed out — a net gain of 11 holders — while 38 added to existing stakes and 26 trimmed.
The largest buyer was Nationwide Fund Advisors, adding an estimated $1.17M. The largest seller was Wellington Management Group, cutting an estimated $8.35M.
- 92 institutional investors held Financial Institutions (FISI) as of Q2 2016, up from 82 in Q1 2016.
- Funds reported $224M of Financial Institutions stock for Q2 2016, down 11% quarter-over-quarter.
- 14 funds opened new Financial Institutions positions in Q2 2016 and 3 closed out, a net change of +11 holders.
- The largest Financial Institutions buyer in Q2 2016 was Nationwide Fund Advisors, an estimated $1.17M added.
- The largest Financial Institutions seller in Q2 2016 was Wellington Management Group, an estimated $8.35M sold.
Based on aggregated 13F filings for Q2 2016.