Financial Institutions
FISI
115 hedge funds and large institutions have $325M invested in Financial Institutions in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2% more funds holding
Funds holding: 113 → 115 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.15% less ownership
Funds ownership: 68.64% → 68.48% (-0.15%)
1% less capital invested
Capital invested by funds: $328M → $325M (-$3.36M)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.15M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.01M |
| 4 |
Millennium Management
New York
|
+$710K |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
+$660K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.52M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$3.94M |
| 3 |
MSL
Mackay Shields LLC
New York
|
-$1.44M |
| 4 |
Renaissance Technologies
New York
|
-$1.24M |
| 5 |
JP Morgan Chase
New York
|
-$1.19M |
FISI Hedge Fund Activity: Q2 2021 in Review
115 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2021, worth a combined $325M — down 1% from $328M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FISI positions and 8 closed out — a net gain of 2 holders — while 41 added to existing stakes and 43 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $10.5M. The largest seller was BlackRock, cutting an estimated $4.52M.
- 115 institutional investors held Financial Institutions (FISI) as of Q2 2021, up from 113 in Q1 2021.
- Funds reported $325M of Financial Institutions stock for Q2 2021, down 1% quarter-over-quarter.
- 10 funds opened new Financial Institutions positions in Q2 2021 and 8 closed out, a net change of +2 holders.
- The largest Financial Institutions buyer in Q2 2021 was Fidelity Investments, an estimated $10.5M added.
- The largest Financial Institutions seller in Q2 2021 was BlackRock, an estimated $4.52M sold.
Based on aggregated 13F filings for Q2 2021.