We are live on ! Find out more
FISI icon

Financial Institutions

121 hedge funds and large institutions have $288M invested in Financial Institutions in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

213% more call options, than puts

Call options by funds: $25K | Put options by funds: $8K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $197M → $288M (+$91.3M)

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

14% more funds holding

Funds holding: 106121 (+15)

11.26% more ownership

Funds ownership: 66.03%77.28% (+11%)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
31
Closed
7
Calls
$25K
Puts
$8K
Net Calls
+$17K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$513K +$482K +20,160 New
Bank of America
52
Bank of America
North Carolina
$505K -$10.4K -434 -2%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$504K +$382K +15,997 +421%
JP Morgan Chase
54
JP Morgan Chase
New York
$461K +$107K +4,461 +33%
Franklin Resources
55
Franklin Resources
California
$458K +$5.21K +218 +1%
GLA
56
Great Lakes Advisors
Illinois
$457K -$64.5K -2,699 -13%
AllianceBernstein
57
AllianceBernstein
Tennessee
$390K
Jane Street
58
Jane Street
New York
$384K -$11K -461 -3%
SGI
59
Summit Global Investments
Utah
$384K +$360K +15,060 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$375K +$58.7K +2,456 +20%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$365K -$2.34K -98 -0.7%
CCIA
62
Campbell & Co Investment Adviser
Maryland
$322K -$169K -7,073 -36%
CIC
63
Cornercap Investment Counsel
Georgia
$321K -$270K -11,314 -47%
UBS Group
64
UBS Group
Switzerland
$316K +$5.57K +233 +2%
SEI Investments
65
SEI Investments
Pennsylvania
$314K +$294K +12,320 New
CCA
66
Cobblestone Capital Advisors
New York
$306K
BAM
67
Bayview Asset Management
Florida
$303K -$376K -15,733 -57%
Citigroup
68
Citigroup
New York
$302K +$188K +7,874 +198%
Creative Planning
69
Creative Planning
Kansas
$286K +$1.34K +56 +0.5%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$285K
SPA
71
Sherbrooke Park Advisers
New York
$278K +$261K +10,916 New
HIM
72
Hillsdale Investment Management
Ontario, Canada
$242K +$227K +9,500 New
XT
73
XTX Topco
Cayman Islands
$224K +$210K +8,792 New
SP
74
Stonebrook Private
Michigan
$218K +$205K +8,567 New
MIM
75
MetLife Investment Management
New Jersey
$214K

FISI Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2024, worth a combined $288M — up 46% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FISI positions and 7 closed out — a net gain of 15 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $34M. The largest seller was Renaissance Technologies, cutting an estimated $932K.

  • 121 institutional investors held Financial Institutions (FISI) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $288M of Financial Institutions stock for Q3 2024, up 46% quarter-over-quarter.
  • 22 funds opened new Financial Institutions positions in Q3 2024 and 7 closed out, a net change of +15 holders.
  • The largest Financial Institutions buyer in Q3 2024 was PL Capital Advisors, an estimated $34M added.
  • The largest Financial Institutions seller in Q3 2024 was Renaissance Technologies, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2024.