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Financial Institutions
FISI

Overview Fund Activity

142 hedge funds and large institutions have $419M invested in Financial Institutions in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+21
Holders Change %
+17.36%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
46
Reduced
34
Closed
14
Calls
$19K
Puts
$7K
Net Calls
+$12K
Net Calls Change
-$5K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$18.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$10M
4
BCM
4
Basswood Capital Management
New York
$8.32M
5
FL
5
Fourthstone LLC
Missouri
$8.69M

Top Sellers

1
PCA
1
PL Capital Advisors
Florida
$13.6M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$36.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$576K 21,100 -1,100 -5%
GLA
77
Great Lakes Advisors
Illinois
$490K 17,939 +11 +0.1%
Deutsche Bank
78
Deutsche Bank
Germany
$470K 17,229 +8,854 +106%
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$452K 16,560 -3,600 -18%
QC
80
Quadrature Capital
United Kingdom
$447K 16,376 +16,376 New
Mackenzie Financial
81
Mackenzie Financial
Ontario, Canada
$440K 16,114 +16,114 New
SGI
82
Summit Global Investments
Utah
$418K 15,314 +254 +2%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$406K 14,913 +584 +4%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$400K 14,659 -73 -0.5%
Squarepoint
85
Squarepoint
New York
$388K 14,218 +14,218 New
Citigroup
86
Citigroup
New York
$352K 12,895 +1,035 +9%
CIC
87
Cornercap Investment Counsel
Georgia
$344K 12,607 – –
Creative Planning
88
Creative Planning
Kansas
$279K 10,234 -988 -9%
GCM
89
Gator Capital Management
Florida
$273K 10,000 +10,000 New
SEI Investments
90
SEI Investments
Pennsylvania
$271K 9,947 -2,373 -19%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$265K 9,709 +9,709 New
Wells Fargo
92
Wells Fargo
California
$249K 9,130 +1,141 +14%
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$238K 8,716 +380 +5%
SP
94
Stonebrook Private
Michigan
$237K 8,669 +102 +1%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$233K 8,534 +362 +4%
MIM
96
MetLife Investment Management
New Jersey
$229K 8,405 – –
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$212K 7,760 – –
CF
98
Corebridge Financial
Texas
$206K 7,547 -569 -7%
SG Americas Securities
99
SG Americas Securities
New York
$202K 7,418 +964 +15%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$202K 7,394 -12,399 -63%
2 3
4
5 6