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Financial Institutions
FISI

Overview Fund Activity

101 hedge funds and large institutions have $214M invested in Financial Institutions in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
40
Reduced
34
Closed
11
Calls
$17K
Puts
$4K
Net Calls
+$13K
Net Calls Change
-$54K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.13M
2
CC
2
Courier Capital
New York
$4.63M
3
ACM
3
Ategra Capital Management
Virginia
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.32M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.65M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.47M
2
GCP
2
GSA Capital Partners
United Kingdom
$0
3
ATC
3
Argent Trust Co
Tennessee
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$509K 23,878 -16,166 -40%
Invesco
52
Invesco
Georgia
$490K 23,011 +1,559 +7%
Citadel Advisors
53
Citadel Advisors
Florida
$471K 22,116 +13,584 +159%
HF
54
HRT Financial
New York
$429K 20,144 +4,319 +27%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$402K 18,875 +3,612 +24%
UBS Group
56
UBS Group
Switzerland
$366K 17,199 +4,384 +34%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$364K 17,100 +17,100 New
Franklin Resources
58
Franklin Resources
California
$344K 16,138 +53 +0.3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$285K 13,390 +730 +6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$264K 12,430 +1,881 +18%
EGM
61
Engineers Gate Manager
New York
$263K 12,336 +266 +2%
CCA
62
Cobblestone Capital Advisors
New York
$256K 12,000 – –
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$239K 11,229 +504 +5%
Creative Planning
64
Creative Planning
Kansas
$239K 11,216 +262 +2%
Osaic Holdings
65
Osaic Holdings
Arizona
$188K 8,829 +5,222 +145%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$183K 8,585 – –
SG Americas Securities
67
SG Americas Securities
New York
$177K 8,299 +1,817 +28%
Deutsche Bank
68
Deutsche Bank
Germany
$176K 8,267 – –
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$172K 8,069 +5,198 +181%
MIM
70
MetLife Investment Management
New Jersey
$163K 7,636 – –
AIG
71
American International Group
New York
$161K 7,548 -30 -0.4%
ECM
72
EMC Capital Management
Texas
$140K 6,572 – –
Wells Fargo
73
Wells Fargo
California
$117K 5,483 +926 +20%
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$97.9K 4,597 -1,775 -28%
A
75
AJOVista
Massachusetts
$66.2K 3,107 +3,107 New
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3
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