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Financial Institutions
FISI

Overview Fund Activity

106 hedge funds and large institutions have $197M invested in Financial Institutions in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
49
Reduced
25
Closed
9
Calls
$52K
Puts
$6K
Net Calls
+$46K
Net Calls Change
+$25K

Top Buyers

1
PIP
1
Palisades Investment Partners
California
$2.31M
2
BlackRock
2
BlackRock
New York
$27M
3
PCA
3
PL Capital Advisors
Florida
$6.74M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.22M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.58M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
GCM
2
Gator Capital Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$264K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.7M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.49M 77,337 +35,930 +87%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.42M 73,674 +7,453 +11%
Federated Hermes
28
Federated Hermes
Pennsylvania
$1.34M 69,125 – –
Invesco
29
Invesco
Georgia
$1.25M 64,754 -16,197 -20%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.24M 64,257 +3,637 +6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.22M 63,213 +37,653 +147%
EF
32
Empowered Funds
Pennsylvania
$1.22M 63,100 +4,500 +8%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.15M 59,415 -4 -0%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$1.13M 58,588 +5,046 +9%
MAM
35
Martingale Asset Management
Massachusetts
$1.03M 53,432 +6,033 +13%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.01M 52,432 +7,496 +17%
CCM
37
Cutler Capital Management
Massachusetts
$883K 45,725 +42 +0.1%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$829K 42,865 -7,399 -15%
Man Group
39
Man Group
United Kingdom
$814K 42,123 -2,691 -6%
Victory Capital Management
40
Victory Capital Management
Texas
$725K 37,500 +7,500 +25%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$625K 32,343 +2,630 +9%
Citadel Advisors
42
Citadel Advisors
Florida
$593K 30,699 +21,082 +219%
Barclays
43
Barclays
United Kingdom
$584K 30,192 -5,348 -15%
SO
44
STRS Ohio
Ohio
$547K 28,300 +600 +2%
BAM
45
Bayview Asset Management
Florida
$534K 27,622 +27,622 New
GC
46
Globeflex Capital
California
$483K 24,992 -1,742 -7%
TI
47
Trexquant Investment
Connecticut
$472K 24,429 +8,663 +55%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$466K 23,951 +23,951 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$465K 24,092 -1,796 -7%
CIC
50
Cornercap Investment Counsel
Georgia
$462K 23,921 -354 -1%
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