Financial Institutions
FISI
103 hedge funds and large institutions have $191M invested in Financial Institutions in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.
173% more call options, than puts
Call options by funds: $169K | Put options by funds: $62K
66% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.78% less ownership
Funds ownership: 68.79% → 68.01% (-0.78%)
6% less funds holding
Funds holding: 110 → 103 (-7)
16% less capital invested
Capital invested by funds: $226M → $191M (-$35.5M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.22M |
| 2 |
State Street
Boston,
Massachusetts
|
+$980K |
| 3 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$876K |
| 4 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
+$834K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$3.27M |
| 2 |
JP Morgan Chase
New York
|
-$1.43M |
| 3 |
RA
Royce & Associates
New York
|
-$1.23M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.09M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$973K |
FISI Hedge Fund Activity: Q1 2023 in Review
103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2023, worth a combined $191M — down 16% from $226M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FISI and 8 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 48 added.
The largest buyer was BlackRock, adding an estimated $2.22M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $3.27M.
- 103 institutional investors held Financial Institutions (FISI) as of Q1 2023, down from 110 in Q4 2022.
- Funds reported $191M of Financial Institutions stock for Q1 2023, down 16% quarter-over-quarter.
- 8 funds opened new Financial Institutions positions in Q1 2023 and 14 closed out, a net change of -6 holders.
- The largest Financial Institutions buyer in Q1 2023 was BlackRock, an estimated $2.22M added.
- The largest Financial Institutions seller in Q1 2023 was Fuller & Thaler Asset Management, an estimated $3.27M sold.
Based on aggregated 13F filings for Q1 2023.