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Financial Institutions
FISI

Overview Fund Activity

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.

Holders
115
Holders Change
+2
Holders Change %
+1.77%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
41
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.39M
3
State Street
3
State Street
Massachusetts
$11.6M
4
Millennium Management
4
Millennium Management
New York
$1.18M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$634K

Top Sellers

1
BlackRock
1
BlackRock
New York
$36.3M
2
EC
2
EJF Capital
Virginia
$1.39M
3
MSL
3
Mackay Shields LLC
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$10.2M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$41K 1,360 – –
Legal & General Group
102
Legal & General Group
United Kingdom
$38K 1,269 – –
Citigroup
103
Citigroup
New York
$35K 1,152 -303 -21%
FF
104
FourThought Financial
Florida
$14K 475 – –
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$12K 409 -26 -6%
Canada Life
106
Canada Life
Manitoba, Canada
$9K 301 +23 +8%
Osaic Holdings
107
Osaic Holdings
Arizona
$6K 192 -1,727 -90%
UBS Group
108
UBS Group
Switzerland
$5K 174 -2,765 -94%
TWA
109
TCI Wealth Advisors
Arizona
$2K 81 – –
FHA
110
First Horizon Advisors
Tennessee
$1K 48 – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1K 38 – –
AIG
112
American International Group
New York
$263 8,777 -456 -5%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$114 3,790 +340 +10%
MSL
114
Mackay Shields LLC
New York
– – -47,423 Closed
WCM
115
Wedge Capital Management
North Carolina
– – -38,228 Closed
HF
116
HRT Financial
New York
– – -15,375 Closed
QC
117
Quadrature Capital
United Kingdom
– – -10,446 Closed
GLA
118
Great Lakes Advisors
Illinois
– – -8,762 Closed
CSS
119
Cubist Systematic Strategies
Connecticut
– – -6,910 Closed
DA
120
Denali Advisors
California
– – -2,490 Closed
PHK
121
Point72 Hong Kong
Hong Kong
– – -2 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
ACM
123
AUA Capital Management
Pennsylvania
$0 12 – –
BCA
124
Berman Capital Advisors
Georgia
$0 12 – –
1 2 3 4
5