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Financial Institutions

106 hedge funds and large institutions have $197M invested in Financial Institutions in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more call options, than puts

Call options by funds: $52K | Put options by funds: $6K

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

6% more funds holding

Funds holding: 100106 (+6)

5% more capital invested

Capital invested by funds: $187M → $197M (+$10.2M)

1.59% more ownership

Funds ownership: 64.43%66.03% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
49
Reduced
25
Closed
9
Calls
$52K
Puts
$6K
Net Calls
+$46K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$77K +$12.9K +730 +22%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$74.7K +$67.5K +3,804 +6,340%
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$73.3K -$372K -21,001 -85%
TF
79
Tompkins Financial
New York
$58.3K +$53.6K +3,020 New
Osaic Holdings
80
Osaic Holdings
Arizona
$54.2K -$656 -37 -1%
TRCT
81
Tower Research Capital (TRC)
New York
$50.1K +$37.5K +2,114 +440%
ACM
82
Aquatic Capital Management
Illinois
$40.6K +$5.32K +300 +17%
AIP
83
Ameritas Investment Partners
Nebraska
$26.3K
IC
84
Innealta Capital
Texas
$25.3K +$23.3K +1,312 New
Legal & General Group
85
Legal & General Group
United Kingdom
$23.7K
US Bancorp
86
US Bancorp
Minnesota
$22.7K
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$21.3K -$7.57K -427 -28%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$18.8K
Canada Life
89
Canada Life
Manitoba, Canada
$16K -$248 -14 -2%
EWA
90
EverSource Wealth Advisors
Alabama
$13.3K
AAP
91
Arax Advisory Partners
Colorado
$11.9K +$10.9K +614 New
Comerica Bank
92
Comerica Bank
Texas
$10.4K +$7.55K +426 +384%
AB
93
Amalgamated Bank
New York
$10K
PMAM
94
Picton Mahoney Asset Management
Ontario, Canada
$10K +$9.06K +511 New
NC
95
nVerses Capital
Florida
$7.73K -$16K -900 -69%
SAM
96
Smartleaf Asset Management
Massachusetts
$5.13K +$5.05K +285 New
CB
97
Community Bank
New York
$4.83K
AF
98
Allworth Financial
California
$4.64K
OIA
99
Optimum Investment Advisors
Illinois
$3.86K
GI
100
GAMMA Investing
California
$2.61K +$1.06K +60 +80%

FISI Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2024, worth a combined $197M — up 5.5% from $187M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FISI positions and 9 closed out — a net gain of 6 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $3.97M sold.

  • 106 institutional investors held Financial Institutions (FISI) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $197M of Financial Institutions stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 15 funds opened new Financial Institutions positions in Q2 2024 and 9 closed out, a net change of +6 holders.
  • The largest Financial Institutions buyer in Q2 2024 was BlackRock, an estimated $1.52M added.
  • The largest Financial Institutions seller in Q2 2024 was Basswood Capital Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2024.