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Financial Institutions
FISI

Overview Fund Activity

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.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.75%
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

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$29.1M
2
ZIM
2
Zacks Investment Management
Illinois
$4.71M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.62M
4
SBH
4
Segall Bryant & Hamill
Illinois
$1.36M
5
American Century Companies
5
American Century Companies
Missouri
$7.84M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$7.48M
2
Man Group
2
Man Group
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$923K
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.66M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$213K 8,375 +108 +1%
Mirae Asset Global ETFs Holdings
77
Mirae Asset Global ETFs Holdings
Hong Kong
$212K 8,336 +201 +2%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$208K 8,172 +2,734 +50%
CF
79
Corebridge Financial
Texas
$207K 8,116 -50 -0.6%
Wells Fargo
80
Wells Fargo
California
$203K 7,989 +520 +7%
Ohio Public Employees Retirement System (OPERS)
81
Ohio Public Employees Retirement System (OPERS)
Ohio
$198K 7,760 – –
SG Americas Securities
82
SG Americas Securities
New York
$164K 6,454 +6,454 New
ECM
83
EMC Capital Management
Texas
$127K 8,709 +1,629 +23%
Osaic Holdings
84
Osaic Holdings
Arizona
$90.6K 3,555 +752 +27%
TF
85
Tompkins Financial
New York
$76.9K 3,020 – –
US Bancorp
86
US Bancorp
Minnesota
$65.5K 2,572 +1,399 +119%
BWP
87
Baldwin Wealth Partners
Massachusetts
$44.7K 1,733 +1,733 New
Legal & General Group
88
Legal & General Group
United Kingdom
$36.6K 1,437 +200 +16%
AIP
89
Ameritas Investment Partners
Nebraska
$34.6K 1,360 – –
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$28K 1,100 – –
TRCT
91
Tower Research Capital (TRC)
New York
$27.7K 1,086 -1,508 -58%
ACM
92
Aquatic Capital Management
Illinois
$25.5K 1,000 -1,100 -52%
Canada Life
93
Canada Life
Manitoba, Canada
$25K 993 +127 +15%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$24.7K 960 – –
GCM
95
Gladius Capital Management
Illinois
$24.1K 945 +945 New
PMAM
96
Picton Mahoney Asset Management
Ontario, Canada
$21K 822 +311 +61%
AAP
97
Arax Advisory Partners
Colorado
$15.6K 614 – –
AB
98
Amalgamated Bank
New York
$14K 539 – –
Comerica Bank
99
Comerica Bank
Texas
$13.7K 537 – –
EWA
100
EverSource Wealth Advisors
Alabama
$12.9K 505 – –
2 3
4
5 6