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Financial Institutions
FISI

Overview Fund Activity

112 hedge funds and large institutions have $306M invested in Financial Institutions in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+19
Holders Change %
+20.43%
% of All Funds
2.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
49
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$5.85M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$8.61M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$20.9M
4
Millennium Management
4
Millennium Management
New York
$4.75M
5
BIT
5
BlackRock Institutional Trust
California
$20M

Top Sellers

1
CP
1
Clover Partners
Texas
$9.42M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
CRC
3
Curi RMB Capital
Illinois
$0
4
CNBT
4
Canandaigua National Bank & Trust
New York
$17.4M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28.6M 834,925 +24,731 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.9M 612,547 +118,432 +24%
BIT
3
BlackRock Institutional Trust
California
$20M 584,403 +101,395 +21%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.2M 530,801 +7,723 +1%
CNBT
5
Canandaigua National Bank & Trust
New York
$17.4M 509,605 -45,860 -8%
BFA
6
BlackRock Fund Advisors
California
$15.7M 460,262 +71,184 +18%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$12.4M 363,500 -29,962 -8%
LSV Asset Management
8
LSV Asset Management
Illinois
$11.7M 341,060 +3,600 +1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$9.99M 292,099 +75,306 +35%
KCM
10
Kennedy Capital Management
Missouri
$9.56M 279,402 -29,891 -10%
CP
11
Clover Partners
Texas
$9.42M 275,309 -520,490 -65%
Northern Trust
12
Northern Trust
Illinois
$9.31M 272,262 +6,713 +3%
State Street
13
State Street
Massachusetts
$8.99M 262,810 +22,270 +9%
Renaissance Technologies
14
Renaissance Technologies
New York
$8.61M 251,800 +129,200 +105%
Prudential Financial
15
Prudential Financial
New Jersey
$6.26M 182,942 +62,740 +52%
AL
16
AJO LP
Pennsylvania
$5.85M 171,071 +138,610 +427%
FP
17
Foundry Partners
Minnesota
$5.07M 148,265 +33,075 +29%
Millennium Management
18
Millennium Management
New York
$4.75M 138,917 +116,714 +526%
Morgan Stanley
19
Morgan Stanley
New York
$4.42M 129,241 +99,810 +339%
AIS
20
AlphaOne Investment Services
Pennsylvania
$3.85M 112,418 -12,800 -10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.68M 107,533 +7,523 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.52M 102,959 +11,502 +13%
MAM
23
Martingale Asset Management
Massachusetts
$3.29M 96,036 +70,922 +282%
Deutsche Bank
24
Deutsche Bank
Germany
$3.27M 95,721 +44,615 +87%
EVM
25
Eaton Vance Management
Massachusetts
$3.19M 93,335 – –
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