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Financial Institutions

121 hedge funds and large institutions have $288M invested in Financial Institutions in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

213% more call options, than puts

Call options by funds: $25K | Put options by funds: $8K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $197M → $288M (+$91.3M)

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

14% more funds holding

Funds holding: 106121 (+15)

11.26% more ownership

Funds ownership: 66.03%77.28% (+11%)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
31
Closed
7
Calls
$25K
Puts
$8K
Net Calls
+$17K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.85M +$827K +34,603 +45%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.48M +$570K +23,885 +32%
AQR Capital Management
28
AQR Capital Management
Connecticut
$2.04M +$405K +16,971 +27%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$1.96M -$115K -4,800 -6%
Federated Hermes
30
Federated Hermes
Pennsylvania
$1.76M +$3.63K +152 +0.2%
EF
31
Empowered Funds
Pennsylvania
$1.69M +$80K +3,350 +5%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.62M +$1.52M +63,691 New
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$1.52M +$27.2K +1,137 +2%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$1.51M
MAM
35
Martingale Asset Management
Massachusetts
$1.45M +$86.1K +3,603 +7%
SBH
36
Segall Bryant & Hamill
Illinois
$1.36M +$1.28M +53,556 New
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.28M -$334K -13,969 -22%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.26M -$67.3K -2,817 -5%
CCM
39
Cutler Capital Management
Massachusetts
$1.16M
Barclays
40
Barclays
United Kingdom
$1.14M +$349K +14,606 +48%
N
41
Nuveen
North Carolina
$1.09M
Fidelity Investments
42
Fidelity Investments
Massachusetts
$977K +$144K +6,025 +19%
Victory Capital Management
43
Victory Capital Management
Texas
$930K -$23.9K -1,000 -3%
Invesco
44
Invesco
Georgia
$923K -$681K -28,521 -44%
Citadel Advisors
45
Citadel Advisors
Florida
$641K -$133K -5,550 -18%
GC
46
Globeflex Capital
California
$637K
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$591K -$21.5K -900 -4%
SO
48
STRS Ohio
Ohio
$565K -$146K -6,100 -22%
Lazard Asset Management
49
Lazard Asset Management
New York
$561K +$196K +8,206 +59%
FL
50
Fourthstone LLC
Missouri
$518K +$486K +20,350 New

FISI Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2024, worth a combined $288M — up 46% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FISI positions and 7 closed out — a net gain of 15 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $34M. The largest seller was Renaissance Technologies, cutting an estimated $932K.

  • 121 institutional investors held Financial Institutions (FISI) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $288M of Financial Institutions stock for Q3 2024, up 46% quarter-over-quarter.
  • 22 funds opened new Financial Institutions positions in Q3 2024 and 7 closed out, a net change of +15 holders.
  • The largest Financial Institutions buyer in Q3 2024 was PL Capital Advisors, an estimated $34M added.
  • The largest Financial Institutions seller in Q3 2024 was Renaissance Technologies, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2024.