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Financial Institutions
FISI

Overview Fund Activity

93 hedge funds and large institutions have $234M invested in Financial Institutions in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
37
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$2.53M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.7M
3
AL
3
AJO LP
Pennsylvania
$880K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$863K
5
BFA
5
BlackRock Fund Advisors
California
$10.5M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$16.6M
2
CIM
2
Calvert Investment Management
Maryland
$0
3
PI
3
Putnam Investments
Massachusetts
$0
4
Invesco
4
Invesco
Georgia
$836K
5
FP
5
Foundry Partners
Minnesota
$3.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$22M 810,194 +14,854 +2%
CP
2
Clover Partners
Texas
$21.6M 795,799 – –
Wellington Management Group
3
Wellington Management Group
Massachusetts
$16.6M 613,272 -173,917 -22%
CNBT
4
Canandaigua National Bank & Trust
New York
$15.1M 555,465 -3,193 -0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.2M 523,078 +4,798 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$13.4M 494,115 +1,056 +0.2%
BIT
7
BlackRock Institutional Trust
California
$13.1M 483,008 +2,431 +0.5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$10.7M 393,462 +38,362 +11%
BFA
9
BlackRock Fund Advisors
California
$10.5M 389,078 +29,063 +8%
LSV Asset Management
10
LSV Asset Management
Illinois
$9.15M 337,460 -5,300 -2%
KCM
11
Kennedy Capital Management
Missouri
$8.39M 309,293 -1,137 -0.4%
Northern Trust
12
Northern Trust
Illinois
$7.2M 265,549 +7,639 +3%
State Street
13
State Street
Massachusetts
$6.52M 240,540 +3,603 +2%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$5.88M 216,793 +6,371 +3%
AIS
15
AlphaOne Investment Services
Pennsylvania
$3.39M 125,218 -4,410 -3%
Renaissance Technologies
16
Renaissance Technologies
New York
$3.32M 122,600 +14,800 +14%
Prudential Financial
17
Prudential Financial
New Jersey
$3.26M 120,202 +14,038 +13%
FP
18
Foundry Partners
Minnesota
$3.12M 115,190 -18,651 -14%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.71M 100,010 -735 -0.7%
CRC
20
Curi RMB Capital
Illinois
$2.69M 99,124 – –
EVM
21
Eaton Vance Management
Massachusetts
$2.53M 93,335 +93,335 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.48M 91,457 -347 -0.4%
BFC
23
Banc Funds Company
Illinois
$2.39M 88,261 – –
NFA
24
Nationwide Fund Advisors
Ohio
$2.31M 85,272 +18,700 +28%
BCM
25
Bridgeway Capital Management
Texas
$2.17M 80,200 -150 -0.2%
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