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Financial Institutions
FISI

Overview Fund Activity

103 hedge funds and large institutions have $191M invested in Financial Institutions in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
29
Closed
14
Calls
$169K
Puts
$62K
Net Calls
+$107K
Net Calls Change
+$112K

Top Buyers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$6.37M
2
BlackRock
2
BlackRock
New York
$26.2M
3
State Street
3
State Street
Massachusetts
$8.95M
4
ACM
4
Ategra Capital Management
Virginia
$7.28M
5
ROC
5
River Oaks Capital
Minnesota
$2.07M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$11.9K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.93M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$0
4
RA
4
Royce & Associates
New York
$1.63M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$414K 21,463 -27,013 -56%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$401K 20,803 +20,803 New
SEI Investments
53
SEI Investments
Pennsylvania
$379K 19,634 +1,940 +11%
QC
54
Quadrature Capital
United Kingdom
$339K 17,572 +17,572 New
GCP
55
GSA Capital Partners
United Kingdom
$313K 16,226 +16,226 New
CC
56
Courier Capital
New York
$289K 14,974 +811 +6%
Stifel Financial
57
Stifel Financial
Missouri
$264K 13,679 +2,098 +18%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$248K 12,856 +263 +2%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$241K 12,479 +5,756 +86%
PAM
60
Panagora Asset Management
Massachusetts
$235K 12,193 +1,773 +17%
NA
61
NewEdge Advisors
Louisiana
$234K 12,124 +7,607 +168%
Man Group
62
Man Group
United Kingdom
– – -11,544 Closed
Creative Planning
63
Creative Planning
Kansas
$211K 10,958 – –
Franklin Resources
64
Franklin Resources
California
$210K 10,907 +32 +0.3%
EGM
65
Engineers Gate Manager
New York
$204K 10,603 +2,356 +29%
SCP
66
Seizert Capital Partners
Michigan
$196K 10,183 -2,401 -19%
Deutsche Bank
67
Deutsche Bank
Germany
$181K 9,400 +2,899 +45%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$170K 8,844 -862 -9%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$166K 8,585 – –
MIM
70
MetLife Investment Management
New Jersey
$147K 7,636 – –
AIG
71
American International Group
New York
$141K 7,291 +146 +2%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$139K 7,219 -1,061 -13%
ECM
73
EMC Capital Management
Texas
$127K 6,572 – –
SG Americas Securities
74
SG Americas Securities
New York
$111K 5,758 +5,758 New
UBS Group
75
UBS Group
Switzerland
$110K 5,690 +1,441 +34%
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