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Financial Institutions

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.

New
Increased
Maintained
Reduced
Closed

767% more call options, than puts

Call options by funds: $52K | Put options by funds: $6K

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

6% more funds holding

Funds holding: 100106 (+6)

5% more capital invested

Capital invested by funds: $187M → $197M (+$10.2M)

1.59% more ownership

Funds ownership: 64.43%66.03% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.53%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.49M +$637K +35,930 +87%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.42M +$132K +7,453 +11%
Federated Hermes
28
Federated Hermes
Pennsylvania
$1.34M
Invesco
29
Invesco
Georgia
$1.25M -$287K -16,197 -20%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.24M +$64.5K +3,637 +6%
AQR Capital Management
31
AQR Capital Management
Connecticut
$1.22M +$668K +37,653 +147%
EF
32
Empowered Funds
Pennsylvania
$1.22M +$79.8K +4,500 +8%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$1.15M -$71 -4 -0%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$1.13M +$89.5K +5,046 +9%
MAM
35
Martingale Asset Management
Massachusetts
$1.03M +$107K +6,033 +13%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.01M +$133K +7,496 +17%
CCM
37
Cutler Capital Management
Massachusetts
$883K +$745 +42 +0.1%
N
38
Nuveen
North Carolina
$829K -$131K -7,399 -15%
Man Group
39
Man Group
United Kingdom
$814K -$47.7K -2,691 -6%
Victory Capital Management
40
Victory Capital Management
Texas
$725K +$133K +7,500 +25%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$625K +$46.6K +2,630 +9%
Citadel Advisors
42
Citadel Advisors
Florida
$593K +$374K +21,082 +219%
Barclays
43
Barclays
United Kingdom
$583K -$94.8K -5,348 -15%
SO
44
STRS Ohio
Ohio
$547K +$10.6K +600 +2%
BAM
45
Bayview Asset Management
Florida
$534K +$490K +27,622 New
GC
46
Globeflex Capital
California
$483K -$30.9K -1,742 -7%
TI
47
Trexquant Investment
Connecticut
$472K +$154K +8,663 +55%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$466K +$425K +23,951 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$465K -$31.8K -1,796 -7%
CIC
50
Cornercap Investment Counsel
Georgia
$462K -$6.28K -354 -1%

FISI Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2024, worth a combined $197M — up 5.5% from $187M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FISI positions and 9 closed out — a net gain of 6 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $3.97M sold.

  • 106 institutional investors held Financial Institutions (FISI) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $197M of Financial Institutions stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 15 funds opened new Financial Institutions positions in Q2 2024 and 9 closed out, a net change of +6 holders.
  • The largest Financial Institutions buyer in Q2 2024 was BlackRock, an estimated $1.52M added.
  • The largest Financial Institutions seller in Q2 2024 was Basswood Capital Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2024.