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Financial Institutions
FISI

Overview Fund Activity

142 hedge funds and large institutions have $419M invested in Financial Institutions in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+21
Holders Change %
+17.36%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
46
Reduced
34
Closed
14
Calls
$19K
Puts
$7K
Net Calls
+$12K
Net Calls Change
-$5K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$18.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$10M
4
BCM
4
Basswood Capital Management
New York
$8.32M
5
FL
5
Fourthstone LLC
Missouri
$8.69M

Top Sellers

1
PCA
1
PL Capital Advisors
Florida
$13.6M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$36.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$5.35M 195,861 +6,637 +4%
Prudential Financial
27
Prudential Financial
New Jersey
$5.12M 187,448 +4,400 +2%
BAM
28
Bayview Asset Management
Florida
$4.69M 171,889 +160,000 +1,346%
JAM
29
Jacobs Asset Management
New York
$4.13M 151,456 +151,456 New
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$4.08M 149,658 +4,600 +3%
BCM
31
Bridgeway Capital Management
Texas
$3.82M 139,862 +3,412 +3%
PIP
32
Palisades Investment Partners
California
$3.78M 138,527 +11,752 +9%
Ameriprise
33
Ameriprise
Minnesota
$3.69M 135,218 +23,278 +21%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.46M 126,651 -16,163 -11%
Charles Schwab
35
Charles Schwab
California
$3.42M 125,323 +895 +0.7%
EC
36
EJF Capital
Virginia
$3.38M 123,691 +123,691 New
ECA
37
Endeavour Capital Advisors
Connecticut
$3.15M 115,494 +115,494 New
PFO
38
PMC FIG Opportunities
Israel
$3.1M 113,497 +113,497 New
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.06M 112,129 +14,570 +15%
Goldman Sachs
40
Goldman Sachs
New York
$2.92M 107,133 -7,771 -7%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$2.91M 106,779 -17,046 -14%
BFC
42
Banc Funds Company
Illinois
$2.84M 104,000 +104,000 New
MCA
43
Mendon Capital Advisors
Florida
$2.73M 100,000 +100,000 New
BFM
44
Boothbay Fund Management
New York
$2.46M 90,000 +90,000 New
CRC
45
Curi RMB Capital
Illinois
$2.43M 89,021 +89,021 New
Two Sigma Investments
46
Two Sigma Investments
New York
$2.42M 88,622 +39,007 +79%
AQR Capital Management
47
AQR Capital Management
Connecticut
$2.36M 86,616 +6,432 +8%
SBH
48
Segall Bryant & Hamill
Illinois
$2.28M 83,686 +30,130 +56%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$2.15M 78,787 +1,900 +2%
Franklin Resources
50
Franklin Resources
California
$2.13M 77,956 +60,018 +335%
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