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Financial Institutions
FISI

Overview Fund Activity

117 hedge funds and large institutions have $277M invested in Financial Institutions in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 20 closing their positions.

Holders
117
Holders Change
-13
Holders Change %
-10%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
41
Reduced
40
Closed
20
Calls
–
Puts
$1.3M
Net Calls
-$1.3M
Net Calls Change
-$1.45M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.23M
2
Millennium Management
2
Millennium Management
New York
$2.51M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.37M
4
CCM
4
Community Capital Management
Florida
$1.5M
5
Parallax Volatility Advisers
5
Parallax Volatility Advisers
California
$889K

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$3.21M
2
State Street
2
State Street
Massachusetts
$11.8M
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
WC
4
Walthausen & Co
New York
$1.31M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$21K 774 +536 +225%
Canada Life
102
Canada Life
Manitoba, Canada
$16K 606 -251 -29%
FF
103
FourThought Financial
Florida
$12K 475 – –
LC
104
Lindbrook Capital
California
$7K 252 +206 +448%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$5K 200 -5,015 -96%
C
106
Covestor
United Kingdom
$5K 202 +24 +13%
TPCW
107
TD Private Client Wealth
New York
$3.62K 139 – –
PWC
108
PYA Waltman Capital
Tennessee
$3K 100 – –
ACA
109
Atlas Capital Advisors
Wyoming
$2.6K 100 – –
BTI
110
Blue Trust Inc
Georgia
$2K 55 +55 New
Lazard Asset Management
111
Lazard Asset Management
New York
$1K 68 -1,365 -95%
FHA
112
First Horizon Advisors
Tennessee
$1K 48 -540 -92%
ZB
113
Zions Bancorporation
Utah
$1K 32 -11 -26%
CIC
114
Cornercap Investment Counsel
Georgia
– – -39,201 Closed
OSAM
115
O'Shaughnessy Asset Management
Connecticut
– – -20,801 Closed
ETC
116
Exchange Traded Concepts
Oklahoma
– – -16,557 Closed
EGM
117
Engineers Gate Manager
New York
– – -13,977 Closed
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
– – -13,108 Closed
CSS
119
Cubist Systematic Strategies
Connecticut
– – -8,884 Closed
PI
120
PEAK6 Investments
Illinois
– – -8,829 Closed
JF
121
Jump Financial
Illinois
– – -8,500 Closed
First Trust Advisors
122
First Trust Advisors
Illinois
– – -8,067 Closed
PAM
123
Panagora Asset Management
Massachusetts
– – -7,543 Closed
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -7,392 Closed
ZCM
125
Zebra Capital Management
Connecticut
– – -6,972 Closed
2 3 4
5
6