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Financial Institutions
FISI

Overview Fund Activity

106 hedge funds and large institutions have $197M invested in Financial Institutions in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
49
Reduced
25
Closed
9
Calls
$52K
Puts
$6K
Net Calls
+$46K
Net Calls Change
+$25K

Top Buyers

1
PIP
1
Palisades Investment Partners
California
$2.31M
2
BlackRock
2
BlackRock
New York
$27M
3
PCA
3
PL Capital Advisors
Florida
$6.74M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.22M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.58M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
GCM
2
Gator Capital Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$264K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.7M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$409K 21,193 +21,193 New
GLA
52
Great Lakes Advisors
Illinois
$399K 20,627 +20,627 New
Bank of America
53
Bank of America
North Carolina
$391K 20,251 +1,898 +10%
CCIA
54
Campbell & Co Investment Adviser
Maryland
$381K 19,725 -1,339 -6%
Franklin Resources
55
Franklin Resources
California
$342K 17,720 +1,582 +10%
Jane Street
56
Jane Street
New York
$300K 15,550 +15,550 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$296K 15,300 +1,910 +14%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$280K 14,427 +6,087 +73%
Lazard Asset Management
59
Lazard Asset Management
New York
$267K 13,821 +8,563 +163%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$264K 13,647 -78,737 -85%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$237K 12,276 +1,216 +11%
UBS Group
62
UBS Group
Switzerland
$235K 12,182 -4,046 -25%
CCA
63
Cobblestone Capital Advisors
New York
$232K 12,000 – –
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$225K 11,621 +11,621 New
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$216K 11,178 +11,178 New
Creative Planning
66
Creative Planning
Kansas
$216K 11,166 -697 -6%
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$209K 10,837 +2,026 +23%
MIM
68
MetLife Investment Management
New Jersey
$162K 8,405 +769 +10%
Deutsche Bank
69
Deutsche Bank
Germany
$160K 8,267 – –
CF
70
Corebridge Financial
Texas
$158K 8,166 +8,166 New
Mirae Asset Global ETFs Holdings
71
Mirae Asset Global ETFs Holdings
Hong Kong
$157K 8,135 +8,135 New
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$150K 7,760 -470 -6%
Wells Fargo
73
Wells Fargo
California
$144K 7,469 +1,298 +21%
ECM
74
EMC Capital Management
Texas
$137K 7,080 – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$105K 5,438 +3,266 +150%
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