Financial Institutions
FISI
117 hedge funds and large institutions have $277M invested in Financial Institutions in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 20 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 40
0.99% more ownership
Funds ownership: 68.58% → 69.58% (+0.99%)
10% less funds holding
Funds holding: 130 → 117 (-13)
14% less capital invested
Capital invested by funds: $322M → $277M (-$45.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
55% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.56M |
| 2 |
Millennium Management
New York
|
+$1.6M |
| 3 |
Goldman Sachs
New York
|
+$1.31M |
| 4 |
CCM
Community Capital Management
Plantation,
Florida
|
+$1.27M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$950K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$1.63M |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.29M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$1.18M |
| 4 |
WC
Walthausen & Co
Malta,
New York
|
-$686K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$627K |
FISI Hedge Fund Activity: Q2 2022 in Review
117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2022, worth a combined $277M — down 14% from $322M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FISI and 9 opened new positions — a net loss of 11 holders — while 40 trimmed existing stakes and 41 added.
The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Charles Schwab, cutting an estimated $1.63M.
- 117 institutional investors held Financial Institutions (FISI) as of Q2 2022, down from 130 in Q1 2022.
- Funds reported $277M of Financial Institutions stock for Q2 2022, down 14% quarter-over-quarter.
- 9 funds opened new Financial Institutions positions in Q2 2022 and 20 closed out, a net change of -11 holders.
- The largest Financial Institutions buyer in Q2 2022 was Morgan Stanley, an estimated $2.56M added.
- The largest Financial Institutions seller in Q2 2022 was Charles Schwab, an estimated $1.63M sold.
Based on aggregated 13F filings for Q2 2022.