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Financial Institutions
FISI

121 hedge funds and large institutions have $205M invested in Financial Institutions in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 51 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.6% less ownership

Funds ownership: 71.17% → 70.57% (-0.6%)

6% less funds holding

Funds holding: 129 → 121 (-8)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

44% less capital invested

Capital invested by funds: $366M → $205M (-$161M)

Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
51
Reduced
34
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.62M
2
BlackRock
BlackRock
New York
+$1.11M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$714K
4
HC
HNP Capital
New York
+$514K
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$508K

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$1.63M
2
PPA
Parametric Portfolio Associates
Washington
-$1.28M
3
Prudential Financial
Prudential Financial
New Jersey
-$1.22M
4
RA
Royce & Associates
New York
-$1.09M
5
OAM
Oxford Asset Management
United Kingdom
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$1.69M – – –
HIM
27
Hillsdale Investment Management
Ontario, Canada
$1.69M – – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.48M +$346K +12,928 +17%
Invesco
29
Invesco
Georgia
$1.47M -$80.6K -3,008 -4%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$1.47M +$714K +26,652 +49%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.39M +$244K +9,107 +13%
Ameriprise
32
Ameriprise
Minnesota
$1.35M +$287K +10,702 +17%
Goldman Sachs
33
Goldman Sachs
New York
$1.27M +$162K +6,034 +9%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$1.14M -$293K -10,930 -15%
WC
35
Walthausen & Co
New York
$1.05M +$222K +8,280 +17%
Bank of America
36
Bank of America
North Carolina
$1.03M +$184K +6,856 +14%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$973K -$71.6K -2,673 -5%
Federated Hermes
38
Federated Hermes
Pennsylvania
$905K +$125K +4,672 +10%
Bessemer Group
39
Bessemer Group
New Jersey
$865K – – –
Millennium Management
40
Millennium Management
New York
$860K -$462K -17,222 -27%
CAM
41
ClariVest Asset Management
California
$846K -$72.4K -2,700 -5%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$813K +$46.4K +1,733 +4%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$761K +$241K +9,000 +27%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$741K +$163K +6,092 +18%
MCM
45
Matarin Capital Management
New York
$735K -$330K -12,315 -23%
Victory Capital Management
46
Victory Capital Management
Texas
$724K +$217K +8,104 +25%
WCM
47
Wedge Capital Management
North Carolina
$702K +$186K +6,949 +22%
CIC
48
Cornercap Investment Counsel
Georgia
$693K +$91K +3,397 +10%
First Trust Advisors
49
First Trust Advisors
Illinois
$680K -$187K -6,996 -16%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$633K -$15.5K -580 -2%
1
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FISI Hedge Fund Activity: Q1 2020 in Review

121 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2020, worth a combined $205M — down 44% from $366M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FISI and 9 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 51 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.62M. The largest seller was American Century Companies, exiting entirely with an estimated $1.63M sold.

  • 121 institutional investors held Financial Institutions (FISI) as of Q1 2020, down from 129 in Q4 2019.
  • Funds reported $205M of Financial Institutions stock for Q1 2020, down 44% quarter-over-quarter.
  • 9 funds opened new Financial Institutions positions in Q1 2020 and 16 closed out, a net change of -7 holders.
  • The largest Financial Institutions buyer in Q1 2020 was Renaissance Technologies, an estimated $1.62M added.
  • The largest Financial Institutions seller in Q1 2020 was American Century Companies, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2020.