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Financial Institutions
FISI

Overview Fund Activity

103 hedge funds and large institutions have $162M invested in Financial Institutions in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 19 closing their positions.

Holders
103
Holders Change
–
Holders Change %
0%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
43
Reduced
26
Closed
19
Calls
$3K
Puts
$116K
Net Calls
-$113K
Net Calls Change
-$220K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$3.64M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$2.05M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.58M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.09M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.21M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$469K
2
State Street
2
State Street
Massachusetts
$4.41M
3
BCM
3
BHZ Capital Management
California
$0
4
RA
4
Royce & Associates
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
101
EMC Capital Management
Texas
$150 5,544 -1,028 -16%
Comerica Bank
102
Comerica Bank
Texas
$1 315 +315 New
BCM
103
BHZ Capital Management
California
– – -146,590 Closed
RA
104
Royce & Associates
New York
– – -84,357 Closed
CCM
105
Community Capital Management
Florida
– – -64,523 Closed
Los Angeles Capital Management
106
Los Angeles Capital Management
California
– – -28,358 Closed
SC
107
Sonen Capital
California
– – -25,000 Closed
SEI Investments
108
SEI Investments
Pennsylvania
– – -19,634 Closed
Stifel Financial
109
Stifel Financial
Missouri
– – -13,679 Closed
VOYA Investment Management
110
VOYA Investment Management
Georgia
– – -12,856 Closed
PAM
111
Panagora Asset Management
Massachusetts
– – -12,193 Closed
NA
112
NewEdge Advisors
Louisiana
– – -12,124 Closed
SCP
113
Seizert Capital Partners
Michigan
– – -10,183 Closed
SG Americas Securities
114
SG Americas Securities
New York
– – -5,758 Closed
TF
115
Tompkins Financial
New York
– – -5,085 Closed
BAM
116
Belpointe Asset Management
Nevada
– – -650 Closed
Fisher Asset Management
117
Fisher Asset Management
Washington
– – -637 Closed
Fuller & Thaler Asset Management
118
Fuller & Thaler Asset Management
California
– – -618 Closed
GCM
119
Gladius Capital Management
Illinois
– – -322 Closed
BTI
120
Blue Trust Inc
Georgia
– – -242 Closed
QCG
121
Quadrant Capital Group
Ohio
– – -8 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
Group One Trading
123
Group One Trading
Illinois
– – – –
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$0 7 +7 New
1 2 3 4
5