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Financial Institutions
FISI

Overview Fund Activity

112 hedge funds and large institutions have $254M invested in Financial Institutions in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
112
Holders Change
-5
Holders Change %
-4.27%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
42
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Ategra Capital Management
Virginia
$7.3M
2
PCA
2
PL Capital Advisors
Florida
$2.41M
3
Millennium Management
3
Millennium Management
New York
$3.26M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$4.46M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.51M

Top Sellers

1
FP
1
Foundry Partners
Minnesota
$0
2
WC
2
Walthausen & Co
New York
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.2M
4
Parallax Volatility Advisers
4
Parallax Volatility Advisers
California
$0
5
State Street
5
State Street
Massachusetts
$10.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$5K 201 +201 New
AF
102
Allworth Financial
California
$5K 210 +210 New
TPCW
103
TD Private Client Wealth
New York
$3.35K 139 – –
PWC
104
PYA Waltman Capital
Tennessee
$2K 100 – –
BTI
105
Blue Trust Inc
Georgia
$2K 84 +29 +53%
CS
106
Credit Suisse
Switzerland
$2K 86 +71 +473%
FIA
107
FNY Investment Advisers
New York
$2K 100 +100 New
Lazard Asset Management
108
Lazard Asset Management
New York
$1K 53 -15 -22%
FHA
109
First Horizon Advisors
Tennessee
$1K 70 +22 +46%
FP
110
Foundry Partners
Minnesota
– – -175,905 Closed
WC
111
Walthausen & Co
New York
– – -50,240 Closed
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
– – -34,171 Closed
HF
113
HRT Financial
New York
– – -12,561 Closed
Group One Trading
114
Group One Trading
Illinois
– – -7,500 Closed
VRM
115
Vectors Research Management
New York
– – -5,200 Closed
SG Americas Securities
116
SG Americas Securities
New York
– – -4,300 Closed
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
– – -1,073 Closed
LC
118
Lindbrook Capital
California
– – -252 Closed
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
– – -200 Closed
ACA
120
Atlas Capital Advisors
Wyoming
– – -100 Closed
ZB
121
Zions Bancorporation
Utah
– – -32 Closed
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
– – -10 Closed
PA
123
Parallel Advisors
California
$0 2 -5 -71%
CFGS
124
Concourse Financial Group Securities
Alabama
– – – –
ACM
125
AUA Capital Management
Pennsylvania
$0 12 – –
2 3 4
5
6