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Financial Institutions
FISI

Overview Fund Activity

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.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.75%
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

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$29.1M
2
ZIM
2
Zacks Investment Management
Illinois
$4.71M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.62M
4
SBH
4
Segall Bryant & Hamill
Illinois
$1.36M
5
American Century Companies
5
American Century Companies
Missouri
$7.84M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$7.48M
2
Man Group
2
Man Group
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$923K
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.66M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$513K 20,160 +20,160 New
Bank of America
52
Bank of America
North Carolina
$505K 19,817 -434 -2%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$504K 19,793 +15,997 +421%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$461K 18,108 +4,461 +33%
Franklin Resources
55
Franklin Resources
California
$458K 17,938 +218 +1%
GLA
56
Great Lakes Advisors
Illinois
$457K 17,928 -2,699 -13%
AllianceBernstein
57
AllianceBernstein
Tennessee
$390K 15,300 – –
Jane Street
58
Jane Street
New York
$384K 15,089 -461 -3%
SGI
59
Summit Global Investments
Utah
$384K 15,060 +15,060 New
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$375K 14,732 +2,456 +20%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$365K 14,329 -98 -0.7%
CCIA
62
Campbell & Co Investment Adviser
Maryland
$322K 12,652 -7,073 -36%
CIC
63
Cornercap Investment Counsel
Georgia
$321K 12,607 -11,314 -47%
UBS Group
64
UBS Group
Switzerland
$316K 12,415 +233 +2%
SEI Investments
65
SEI Investments
Pennsylvania
$314K 12,320 +12,320 New
CCA
66
Cobblestone Capital Advisors
New York
$306K 12,000 – –
BAM
67
Bayview Asset Management
Florida
$303K 11,889 -15,733 -57%
Citigroup
68
Citigroup
New York
$302K 11,860 +7,874 +198%
Creative Planning
69
Creative Planning
Kansas
$286K 11,222 +56 +0.5%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$285K 11,178 – –
SPA
71
Sherbrooke Park Advisers
New York
$278K 10,916 +10,916 New
HIM
72
Hillsdale Investment Management
Ontario, Canada
$242K 9,500 +9,500 New
XT
73
XTX Topco
Cayman Islands
$224K 8,792 +8,792 New
SP
74
Stonebrook Private
Michigan
$218K 8,567 +8,567 New
MIM
75
MetLife Investment Management
New Jersey
$214K 8,405 – –
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