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Financial Institutions
FISI

113 hedge funds and large institutions have $212M invested in Financial Institutions in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 38

4% more capital invested

Capital invested by funds: $205M → $212M (+$7.53M)

0.72% more ownership

Funds ownership: 70.57% → 71.28% (+0.72%)

7% less funds holding

Funds holding: 121 → 113 (-8)

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
113
Holders Change
-8
Holders Change %
-6.61%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
43
Reduced
38
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.07M
2
PPA
Parametric Portfolio Associates
Washington
+$1.42M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.14M
4
Northern Trust
Northern Trust
Illinois
+$1.13M
5
TI
Trexquant Investment
Connecticut
+$543K

Top Sellers

Rank Fund Capital Flow
1
HIM
Hillsdale Investment Management
Ontario, Canada
-$1.69M
2
RA
Royce & Associates
New York
-$1.39M
3
MSL
Mackay Shields LLC
New York
-$589K
4
N
Nuveen
North Carolina
-$450K
5
Renaissance Technologies
Renaissance Technologies
New York
-$441K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.72M +$389K +22,284 +32%
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$1.64M +$123K +7,075 +9%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.52M +$180K +10,323 +12%
N
29
Nuveen
North Carolina
$1.5M -$450K -25,821 -24%
Invesco
30
Invesco
Georgia
$1.38M -$119K -6,803 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.18M -$228K -13,100 -17%
MSL
32
Mackay Shields LLC
New York
$1.18M -$589K -33,800 -35%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$1.17M – – –
Bank of America
34
Bank of America
North Carolina
$1.11M +$46.6K +2,670 +5%
Victory Capital Management
35
Victory Capital Management
Texas
$1.07M +$309K +17,698 +44%
WC
36
Walthausen & Co
New York
$1.06M -$17.1K -980 -2%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$1.02M +$171K +9,809 +22%
Ameriprise
38
Ameriprise
Minnesota
$995K -$365K -20,924 -28%
WG
39
Winton Group
United Kingdom
$934K +$455K +26,067 +108%
Federated Hermes
40
Federated Hermes
Pennsylvania
$926K -$2.21K -127 -0.3%
Bessemer Group
41
Bessemer Group
New Jersey
$888K – – –
Millennium Management
42
Millennium Management
New York
$848K -$31.4K -1,802 -4%
WCM
43
Wedge Capital Management
North Carolina
$831K +$104K +5,939 +15%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$824K +$59.3K +3,403 +8%
Wells Fargo
45
Wells Fargo
California
$802K +$184K +10,532 +32%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$802K +$287K +16,442 +61%
CAM
47
ClariVest Asset Management
California
$798K -$64.5K -3,697 -8%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$786K +$5.23K +300 +0.7%
Citadel Advisors
49
Citadel Advisors
Florida
$762K +$222K +12,714 +45%
First Trust Advisors
50
First Trust Advisors
Illinois
$715K +$15.9K +913 +2%
1
2
3 4 5

FISI Hedge Fund Activity: Q2 2020 in Review

113 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2020, worth a combined $212M — up 3.7% from $205M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of FISI and 7 opened new positions — a net loss of 7 holders — while 38 trimmed existing stakes and 43 added.

The largest buyer was BlackRock, adding an estimated $2.07M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $1.69M sold.

  • 113 institutional investors held Financial Institutions (FISI) as of Q2 2020, down from 121 in Q1 2020.
  • Funds reported $212M of Financial Institutions stock for Q2 2020, up 3.7% quarter-over-quarter.
  • 7 funds opened new Financial Institutions positions in Q2 2020 and 14 closed out, a net change of -7 holders.
  • The largest Financial Institutions buyer in Q2 2020 was BlackRock, an estimated $2.07M added.
  • The largest Financial Institutions seller in Q2 2020 was Hillsdale Investment Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2020.