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Financial Institutions

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.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

213% more call options, than puts

Call options by funds: $25K | Put options by funds: $8K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $197M → $288M (+$91.3M)

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

14% more funds holding

Funds holding: 106121 (+15)

11.26% more ownership

Funds ownership: 66.03%77.28% (+11%)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.74%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$213K +$2.58K +108 +1%
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$212K +$4.8K +201 +2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$208K +$65.3K +2,734 +50%
CF
79
Corebridge Financial
Texas
$207K -$1.19K -50 -0.6%
Wells Fargo
80
Wells Fargo
California
$203K +$12.4K +520 +7%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$198K
SG Americas Securities
82
SG Americas Securities
New York
$164K +$154K +6,454 New
ECM
83
EMC Capital Management
Texas
$127K +$38.9K +1,629 +23%
Osaic Holdings
84
Osaic Holdings
Arizona
$90.6K +$18K +752 +27%
TF
85
Tompkins Financial
New York
$76.9K
US Bancorp
86
US Bancorp
Minnesota
$65.5K +$33.4K +1,399 +119%
BWP
87
Baldwin Wealth Partners
Massachusetts
$44.7K +$41.4K +1,733 New
Legal & General Group
88
Legal & General Group
United Kingdom
$36.6K +$4.78K +200 +16%
AIP
89
Ameritas Investment Partners
Nebraska
$34.6K
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$28K
TRCT
91
Tower Research Capital (TRC)
New York
$27.7K -$36K -1,508 -58%
ACM
92
Aquatic Capital Management
Illinois
$25.5K -$26.3K -1,100 -52%
Canada Life
93
Canada Life
Manitoba, Canada
$25K +$3.03K +127 +15%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$24.7K
GCM
95
Gladius Capital Management
Illinois
$24.1K +$22.6K +945 New
PMAM
96
Picton Mahoney Asset Management
Ontario, Canada
$21K +$7.43K +311 +61%
AAP
97
Arax Advisory Partners
Colorado
$15.6K
AB
98
Amalgamated Bank
New York
$14K
Comerica Bank
99
Comerica Bank
Texas
$13.7K
EWA
100
EverSource Wealth Advisors
Alabama
$12.9K

FISI Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2024, worth a combined $288M — up 46% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FISI positions and 7 closed out — a net gain of 15 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $34M. The largest seller was Renaissance Technologies, cutting an estimated $932K.

  • 121 institutional investors held Financial Institutions (FISI) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $288M of Financial Institutions stock for Q3 2024, up 46% quarter-over-quarter.
  • 22 funds opened new Financial Institutions positions in Q3 2024 and 7 closed out, a net change of +15 holders.
  • The largest Financial Institutions buyer in Q3 2024 was PL Capital Advisors, an estimated $34M added.
  • The largest Financial Institutions seller in Q3 2024 was Renaissance Technologies, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2024.