FISI icon

Financial Institutions
FISI

Overview Fund Activity

103 hedge funds and large institutions have $191M invested in Financial Institutions in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
29
Closed
14
Calls
$169K
Puts
$62K
Net Calls
+$107K
Net Calls Change
+$112K

Top Buyers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$6.37M
2
BlackRock
2
BlackRock
New York
$26.2M
3
State Street
3
State Street
Massachusetts
$8.95M
4
ACM
4
Ategra Capital Management
Virginia
$7.28M
5
ROC
5
River Oaks Capital
Minnesota
$2.07M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$11.9K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.93M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$0
4
RA
4
Royce & Associates
New York
$1.63M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.57M 81,296 +31,906 +65%
Ameriprise
27
Ameriprise
Minnesota
$1.53M 79,274 -2,087 -3%
Millennium Management
28
Millennium Management
New York
$1.42M 73,798 -4,477 -6%
Federated Hermes
29
Federated Hermes
Pennsylvania
$1.35M 70,182 – –
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$1.25M 64,922 +7 +0%
CCM
31
Community Capital Management
Florida
$1.24M 64,523 +6,700 +12%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$1.2M 62,233 -41,522 -40%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.16M 60,187 +22,500 +60%
Two Sigma Investments
34
Two Sigma Investments
New York
$978K 50,732 +16,454 +48%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$900K 46,658 -12 -0%
Victory Capital Management
36
Victory Capital Management
Texas
$893K 46,325 +449 +1%
Citadel Advisors
37
Citadel Advisors
Florida
$808K 41,933 +9,500 +29%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$789K 40,901 -4,389 -10%
MAM
39
Martingale Asset Management
Massachusetts
$782K 40,546 +10,124 +33%
CCM
40
Cutler Capital Management
Massachusetts
$771K 40,000 +4,000 +11%
Bank of America
41
Bank of America
North Carolina
$765K 39,663 -7,474 -16%
Barclays
42
Barclays
United Kingdom
$750K 38,864 +9,675 +33%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$727K 37,721 +811 +2%
ATC
44
Argent Trust Co
Tennessee
$657K 34,068 +2,700 +9%
GC
45
Globeflex Capital
California
$604K 31,346 – –
Los Angeles Capital Management
46
Los Angeles Capital Management
California
$547K 28,358 -880 -3%
TI
47
Trexquant Investment
Connecticut
$534K 27,720 +7,988 +40%
B
48
Bailard
California
$507K 26,300 +1,200 +5%
SO
49
STRS Ohio
Ohio
$493K 25,600 +1,700 +7%
SC
50
Sonen Capital
California
$482K 25,000 – –
1
2
3 4 5