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Financial Institutions
FISI

Overview Fund Activity

103 hedge funds and large institutions have $191M invested in Financial Institutions in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 48 increasing their positions, 29 reducing their positions, and 14 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
48
Reduced
29
Closed
14
Calls
$169K
Puts
$62K
Net Calls
+$107K
Net Calls Change
+$112K

Top Buyers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$6.37M
2
BlackRock
2
BlackRock
New York
$26.2M
3
State Street
3
State Street
Massachusetts
$8.95M
4
ACM
4
Ategra Capital Management
Virginia
$7.28M
5
ROC
5
River Oaks Capital
Minnesota
$2.07M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$11.9K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.93M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$0
4
RA
4
Royce & Associates
New York
$1.63M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
101
FNY Investment Advisers
New York
$1K 100 – –
Citigroup
102
Citigroup
New York
$424 22 -1,736 -99%
QCG
103
Quadrant Capital Group
Ohio
$155 8 – –
AQR Capital Management
104
AQR Capital Management
Connecticut
– – -44,750 Closed
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -19,834 Closed
CCIA
106
Campbell & Co Investment Adviser
Maryland
– – -14,143 Closed
First Trust Advisors
107
First Trust Advisors
Illinois
– – -12,513 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
108
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -11,813 Closed
RJA
109
Raymond James & Associates
Florida
– – -11,544 Closed
AllianceBernstein
110
AllianceBernstein
Tennessee
– – -9,000 Closed
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
– – -8,405 Closed
TPCW
112
TD Private Client Wealth
New York
– – -139 Closed
FHA
113
First Horizon Advisors
Tennessee
– – -70 Closed
PFBT
114
Parkside Financial Bank & Trust
Missouri
– – -24 Closed
ACM
115
AUA Capital Management
Pennsylvania
– – -12 Closed
CS
116
Credit Suisse
Switzerland
– – -1 Closed
CFGS
117
Concourse Financial Group Securities
Alabama
– – – –
PA
118
Parallel Advisors
California
– – – –
Simplex Trading
119
Simplex Trading
Illinois
– – – –
CAL
120
Capital Advisors Ltd
Ohio
$0 8 +8 New
1 2 3 4
5