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Financial Institutions
FISI

Overview Fund Activity

101 hedge funds and large institutions have $214M invested in Financial Institutions in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
101
Holders Change
-5
Holders Change %
-4.72%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
40
Reduced
34
Closed
11
Calls
$17K
Puts
$4K
Net Calls
+$13K
Net Calls Change
-$54K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.13M
2
CC
2
Courier Capital
New York
$4.63M
3
ACM
3
Ategra Capital Management
Virginia
$11.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$3.32M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.65M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.47M
2
GCP
2
GSA Capital Partners
United Kingdom
$0
3
ATC
3
Argent Trust Co
Tennessee
$0
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.6M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$53.3K 2,500 -851 -25%
MCM
77
Maltese Capital Management
New York
$53.3K 2,500 +2,500 New
Citigroup
78
Citigroup
New York
$51.9K 2,436 +2,290 +1,568%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$33K 1,566 +1,032 +193%
TRCT
80
Tower Research Capital (TRC)
New York
$32.7K 1,535 -7,451 -83%
AB
81
Amalgamated Bank
New York
$29K 1,352 -161 -11%
AIP
82
Ameritas Investment Partners
Nebraska
$29K 1,360 – –
Legal & General Group
83
Legal & General Group
United Kingdom
$26.3K 1,237 – –
US Bancorp
84
US Bancorp
Minnesota
$25K 1,173 – –
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$22.8K 1,072 – –
Russell Investments Group
86
Russell Investments Group
United Kingdom
$20.4K 960 -16,500 -95%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$20.4K 960 – –
Canada Life
88
Canada Life
Manitoba, Canada
$20K 933 -80 -8%
ACM
89
Aquatic Capital Management
Illinois
$17K 800 +400 +100%
EWA
90
EverSource Wealth Advisors
Alabama
$10.8K 505 -33 -6%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$6.5K 305 -968 -76%
W
92
WealthCollab
Washington
$5.6K 263 +263 New
AF
93
Allworth Financial
California
$4.47K 210 – –
GWM
94
Geneos Wealth Management
Colorado
$2.02K 95 – –
C
95
Covestor
United Kingdom
$2K 110 -27 -20%
FIA
96
FNY Investment Advisers
New York
$2K 100 – –
GI
97
GAMMA Investing
California
$1.82K 87 +87 New
FHA
98
First Horizon Advisors
Tennessee
$1.19K 56 – –
CAL
99
Capital Advisors Ltd
Ohio
$1K 39 – –
FFA
100
Farther Finance Advisors
California
$320 15 +15 New
1 2 3
4
5