Financial Institutions
FISI
116 hedge funds and large institutions have $367M invested in Financial Institutions in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 6 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 38
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
12% more capital inflows, than outflows
Capital inflows: $18.7M | Capital outflows: $16.7M
2% more funds holding
Funds holding: 114 → 116 (+2)
0.3% more ownership
Funds ownership: 69.73% → 70.03% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHZ Capital Management
San Jose,
California
|
+$3.46M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.8M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$1.72M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$1.36M |
| 5 |
BlackRock
New York
|
+$908K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$3.33M |
| 2 |
Banc Funds Company
Chicago,
Illinois
|
-$2.11M |
| 3 |
JP Morgan Chase
New York
|
-$1.29M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$1.08M |
| 5 |
Bailard
Foster City,
California
|
-$1.01M |
FISI Hedge Fund Activity: Q2 2018 in Review
116 of the 4,386 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2018, worth a combined $367M — up 12% from $328M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FISI positions and 6 closed out — a net gain of 2 holders — while 51 added to existing stakes and 38 trimmed.
The largest buyer was BHZ Capital Management, adding an estimated $3.46M. The largest seller was Millennium Management, cutting an estimated $3.33M.
- 116 institutional investors held Financial Institutions (FISI) as of Q2 2018, up from 114 in Q1 2018.
- Funds reported $367M of Financial Institutions stock for Q2 2018, up 12% quarter-over-quarter.
- 8 funds opened new Financial Institutions positions in Q2 2018 and 6 closed out, a net change of +2 holders.
- The largest Financial Institutions buyer in Q2 2018 was BHZ Capital Management, an estimated $3.46M added.
- The largest Financial Institutions seller in Q2 2018 was Millennium Management, an estimated $3.33M sold.
Based on aggregated 13F filings for Q2 2018.