FISI icon

Financial Institutions
FISI

Overview Fund Activity

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.

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
38
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFA
1
Nationwide Fund Advisors
Ohio
$1.74M
2
EA
2
Emerald Acquisition
Washington
$1.02M
3
CRC
3
Curi RMB Capital
Illinois
$2.58M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$508K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$20.5M
2
BCM
2
Basswood Capital Management
New York
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.1M
4
KCM
4
Kennedy Capital Management
Missouri
$8.09M
5
AIS
5
AlphaOne Investment Services
Pennsylvania
$3.38M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
1
Clover Partners
Texas
$20.7M 795,799 – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.7M 795,340 +33,267 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$20.5M 787,189 -303,039 -28%
CNBT
4
Canandaigua National Bank & Trust
New York
$14.6M 558,658 -895 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.5M 518,280 +18,490 +4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$12.9M 493,059 +749 +0.2%
BIT
7
BlackRock Institutional Trust
California
$12.5M 480,577 +8,904 +2%
BFA
8
BlackRock Fund Advisors
California
$9.39M 360,015 -271 -0.1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$9.26M 355,100 -1,236 -0.3%
LSV Asset Management
10
LSV Asset Management
Illinois
$8.94M 342,760 +17,483 +5%
KCM
11
Kennedy Capital Management
Missouri
$8.09M 310,430 -31,380 -9%
Northern Trust
12
Northern Trust
Illinois
$6.72M 257,910 +8,323 +3%
State Street
13
State Street
Massachusetts
$6.18M 236,937 +7,068 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.49M 210,422 -7,113 -3%
FP
15
Foundry Partners
Minnesota
$3.49M 133,841 +250 +0.2%
AIS
16
AlphaOne Investment Services
Pennsylvania
$3.38M 129,628 -24,200 -16%
CIM
17
Calvert Investment Management
Maryland
$2.95M 113,044 – –
Renaissance Technologies
18
Renaissance Technologies
New York
$2.81M 107,800 +17,600 +20%
Prudential Financial
19
Prudential Financial
New Jersey
$2.77M 106,164 +1,400 +1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.63M 100,745 +4,172 +4%
CRC
21
Curi RMB Capital
Illinois
$2.58M 99,124 +35,300 +55%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.39M 91,804 +4,018 +5%
BFC
23
Banc Funds Company
Illinois
$2.3M 88,261 -15,000 -15%
BCM
24
Bridgeway Capital Management
Texas
$2.1M 80,350 -31,900 -28%
NFA
25
Nationwide Fund Advisors
Ohio
$1.74M 66,572 +42,600 +178%
1
2 3 4