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Financial Institutions
FISI

Overview Fund Activity

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.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
29
Closed
14
Calls
$169K
Puts
$62K
Net Calls
+$107K
Net Calls Change
+$112K

Top Buyers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$6.37M
2
BlackRock
2
BlackRock
New York
$26.2M
3
State Street
3
State Street
Massachusetts
$8.95M
4
ACM
4
Ategra Capital Management
Virginia
$7.28M
5
ROC
5
River Oaks Capital
Minnesota
$2.07M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$11.9K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.93M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$0
4
RA
4
Royce & Associates
New York
$1.63M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$108K 5,616 -414 -7%
TF
77
Tompkins Financial
New York
$98K 5,085 – –
Wells Fargo
78
Wells Fargo
California
$75.3K 3,905 +3,059 +362%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$57K 2,953 +13 +0.4%
Osaic Holdings
80
Osaic Holdings
Arizona
$54.6K 2,829 -131 -4%
ACM
81
Aquatic Capital Management
Illinois
$35K 1,800 +700 +64%
AB
82
Amalgamated Bank
New York
$31K 1,583 -350 -18%
Legal & General Group
83
Legal & General Group
United Kingdom
$28.5K 1,478 – –
AIP
84
Ameritas Investment Partners
Nebraska
$26.2K 1,360 – –
US Bancorp
85
US Bancorp
Minnesota
$22.6K 1,173 – –
Canada Life
86
Canada Life
Manitoba, Canada
$21K 1,094 -50 -4%
TRCT
87
Tower Research Capital (TRC)
New York
$15K 791 +402 +103%
MLICM
88
Metropolitan Life Insurance Company (MetLife)
New York
$13.8K 716 -267 -27%
BAM
89
Belpointe Asset Management
Nevada
$12.5K 650 – –
Fisher Asset Management
90
Fisher Asset Management
Washington
$12.5K 637 +637 New
Fuller & Thaler Asset Management
91
Fuller & Thaler Asset Management
California
$11.9K 618 -139,416 -100%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$11K 571,290 +506 +0.1%
GCM
93
Gladius Capital Management
Illinois
$6.21K 322 -18 -5%
BTI
94
Blue Trust Inc
Georgia
$6K 242 +51 +27%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$5.46K 283 +45 +19%
C
96
Covestor
United Kingdom
$5K 254 +66 +35%
AF
97
Allworth Financial
California
$4.05K 210 – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$4K 201 – –
Russell Investments Group
99
Russell Investments Group
United Kingdom
$2.53K 131 -20,421 -99%
GWM
100
Geneos Wealth Management
Colorado
$1.83K 95 +95 New
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