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Financial Institutions
FISI

Overview Fund Activity

127 hedge funds and large institutions have $348M invested in Financial Institutions in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
+12
Holders Change %
+10.43%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
41
Reduced
38
Closed
9
Calls
$1.64M
Puts
$1.41M
Net Calls
+$229K
Net Calls Change
+$229K

Top Buyers

1
ROC
1
River Oaks Capital
Minnesota
$2.91M
2
GCM
2
Gator Capital Management
Florida
$2.31M
3
Ameriprise
3
Ameriprise
Minnesota
$3.22M
4
PCA
4
PL Capital Advisors
Florida
$1.59M
5
Millennium Management
5
Millennium Management
New York
$1.79M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$24.6M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.7M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$925K 29,088 -1,060 -4%
Citadel Advisors
52
Citadel Advisors
Florida
$917K 28,840 +21,521 +294%
Allspring Global Investments
53
Allspring Global Investments
North Carolina
$913K 28,721 +28,721 New
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$869K 27,326 – –
Invesco
55
Invesco
Georgia
$842K 26,497 -4,177 -14%
Wells Fargo
56
Wells Fargo
California
$835K 26,279 +3,444 +15%
B
57
Bailard
California
$830K 26,100 -600 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$799K 25,114 -284 -1%
SO
59
STRS Ohio
Ohio
$795K 25,000 -1,500 -6%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$720K 22,629 -959 -4%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$701K 22,030 – –
VOYA Investment Management
62
VOYA Investment Management
Georgia
$656K 20,615 +23 +0.1%
Barclays
63
Barclays
United Kingdom
$605K 19,011 +12,609 +197%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$562K 17,665 +506 +3%
ETC
65
Exchange Traded Concepts
Oklahoma
$553K 17,387 +1,242 +8%
SCP
66
Seizert Capital Partners
Michigan
$539K 16,965 +16,965 New
PCM
67
Prelude Capital Management
New York
$518K 16,285 +2,225 +16%
Franklin Resources
68
Franklin Resources
California
$503K 15,800 -51 -0.3%
TI
69
Trexquant Investment
Connecticut
$459K 14,444 +14,444 New
CC
70
Courier Capital
New York
$452K 14,227 -1,936 -12%
IA
71
IndexIQ Advisors
New York
$443K 13,942 -901 -6%
CSS
72
Cubist Systematic Strategies
Connecticut
$430K 13,517 +13,517 New
Stifel Financial
73
Stifel Financial
Missouri
$414K 13,017 +37 +0.3%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$395K 12,407 +3,435 +38%
RJA
75
Raymond James & Associates
Florida
$362K 11,375 +326 +3%
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