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Financial Institutions

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.

New
Increased
Maintained
Reduced
Closed

767% more call options, than puts

Call options by funds: $52K | Put options by funds: $6K

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

6% more funds holding

Funds holding: 100106 (+6)

5% more capital invested

Capital invested by funds: $187M → $197M (+$10.2M)

1.59% more ownership

Funds ownership: 64.43%66.03% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.53%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$409K +$376K +21,193 New
GLA
52
Great Lakes Advisors
Illinois
$399K +$366K +20,627 New
Bank of America
53
Bank of America
North Carolina
$391K +$33.7K +1,898 +10%
CCIA
54
Campbell & Co Investment Adviser
Maryland
$381K -$23.7K -1,339 -6%
Franklin Resources
55
Franklin Resources
California
$342K +$28.1K +1,582 +10%
Jane Street
56
Jane Street
New York
$300K +$276K +15,550 New
AllianceBernstein
57
AllianceBernstein
Tennessee
$296K +$33.9K +1,910 +14%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$280K +$108K +6,087 +73%
Lazard Asset Management
59
Lazard Asset Management
New York
$267K +$152K +8,563 +163%
JP Morgan Chase
60
JP Morgan Chase
New York
$264K -$1.4M -78,737 -85%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$237K +$21.6K +1,216 +11%
UBS Group
62
UBS Group
Switzerland
$235K -$71.7K -4,046 -25%
CCA
63
Cobblestone Capital Advisors
New York
$232K
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$225K +$206K +11,621 New
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$216K +$198K +11,178 New
Creative Planning
66
Creative Planning
Kansas
$216K -$12.4K -697 -6%
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$209K +$35.9K +2,026 +23%
MIM
68
MetLife Investment Management
New Jersey
$162K +$13.6K +769 +10%
Deutsche Bank
69
Deutsche Bank
Germany
$160K
CF
70
Corebridge Financial
Texas
$158K +$145K +8,166 New
Mirae Asset Global ETFs Holdings
71
Mirae Asset Global ETFs Holdings
Hong Kong
$157K +$144K +8,135 New
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$150K -$8.33K -470 -6%
Wells Fargo
73
Wells Fargo
California
$144K +$23K +1,298 +21%
ECM
74
EMC Capital Management
Texas
$137K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$105K +$57.9K +3,266 +150%

FISI Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2024, worth a combined $197M — up 5.5% from $187M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FISI positions and 9 closed out — a net gain of 6 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $3.97M sold.

  • 106 institutional investors held Financial Institutions (FISI) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $197M of Financial Institutions stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 15 funds opened new Financial Institutions positions in Q2 2024 and 9 closed out, a net change of +6 holders.
  • The largest Financial Institutions buyer in Q2 2024 was BlackRock, an estimated $1.52M added.
  • The largest Financial Institutions seller in Q2 2024 was Basswood Capital Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2024.