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Financial Institutions
FISI

Overview Fund Activity

110 hedge funds and large institutions have $226M invested in Financial Institutions in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 7 closing their positions.

Holders
110
Holders Change
-2
Holders Change %
-1.79%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
30
Reduced
42
Closed
7
Calls
$10K
Puts
$15K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$5.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.7M
3
BlackRock
3
BlackRock
New York
$30.7M
4
ACM
4
Ategra Capital Management
Virginia
$8.29M
5
RA
5
Royce & Associates
New York
$3.33M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.91M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$2.53M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$3.41M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$790K
Name Market Value Shares Shares
Change 		Shares
Change %
C
101
Covestor
United Kingdom
$5K 188 -20 -10%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$5K 201 – –
BTI
103
Blue Trust Inc
Georgia
$5K 191 +107 +127%
TPCW
104
TD Private Client Wealth
New York
$3.39K 139 – –
FIA
105
FNY Investment Advisers
New York
$2K 100 – –
FHA
106
First Horizon Advisors
Tennessee
$1.71K 70 – –
PFBT
107
Parkside Financial Bank & Trust
Missouri
$585 24 +24 New
ACM
108
AUA Capital Management
Pennsylvania
$292 12 – –
QCG
109
Quadrant Capital Group
Ohio
$195 8 – –
CS
110
Credit Suisse
Switzerland
$24 1 -85 -99%
CAM
111
ClariVest Asset Management
California
– – -24,236 Closed
OSAM
112
O'Shaughnessy Asset Management
Connecticut
– – -14,241 Closed
PCM
113
Prelude Capital Management
New York
– – -10,093 Closed
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
– – -1,300 Closed
PWC
115
PYA Waltman Capital
Tennessee
– – -100 Closed
Lazard Asset Management
116
Lazard Asset Management
New York
– – -53 Closed
PA
117
Parallel Advisors
California
– – -2 Closed
CFGS
118
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5