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Financial Institutions

121 hedge funds and large institutions have $288M invested in Financial Institutions in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

213% more call options, than puts

Call options by funds: $25K | Put options by funds: $8K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $197M → $288M (+$91.3M)

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

14% more funds holding

Funds holding: 106121 (+15)

11.26% more ownership

Funds ownership: 66.03%77.28% (+11%)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
31
Closed
7
Calls
$25K
Puts
$8K
Net Calls
+$17K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
101
NBT Bank
New York
$12.7K +$11.9K +500 New
CFB
102
Cullen/Frost Bankers
Texas
$11.7K +$11K +460 New
AWM
103
Avior Wealth Management
Nebraska
$11.1K +$10.4K +436 New
CPA
104
Capital Performance Advisors
California
$8.13K +$7.62K +319 New
AF
105
Allworth Financial
California
$7.95K +$2.44K +102 +49%
SAM
106
Smartleaf Asset Management
Massachusetts
$6.67K -$478 -20 -7%
CB
107
Community Bank
New York
$6.37K
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$6.29K -$253K -10,590 -98%
GI
109
GAMMA Investing
California
$5.25K +$1.7K +71 +53%
OIA
110
Optimum Investment Advisors
Illinois
$5.09K
CA
111
Continuum Advisory
Idaho
$5.06K +$4.47K +187 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$4.74K -$87.8K -3,678 -95%
HNB
113
Huntington National Bank
Ohio
$4.2K +$3.94K +165 New
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$3.46K
FFA
115
Farther Finance Advisors
California
$2.6K +$96 +4 +4%
C
116
Covestor
United Kingdom
$2K -$215 -9 -10%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.53K
FHA
118
First Horizon Advisors
Tennessee
$1.43K
SCM
119
Sterling Capital Management
North Carolina
$1.43K +$1.34K +56 New
CAL
120
Capital Advisors Ltd
Ohio
$1K
TWD
121
True Wealth Design
Ohio
$433 +$406 +17 New
Man Group
122
Man Group
United Kingdom
-$814K -42,123 Closed
TI
123
Trexquant Investment
Connecticut
-$472K -24,429 Closed
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
-$466K -23,951 Closed
Millennium Management
125
Millennium Management
New York
-$409K -21,193 Closed

FISI Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2024, worth a combined $288M — up 46% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FISI positions and 7 closed out — a net gain of 15 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $34M. The largest seller was Renaissance Technologies, cutting an estimated $932K.

  • 121 institutional investors held Financial Institutions (FISI) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $288M of Financial Institutions stock for Q3 2024, up 46% quarter-over-quarter.
  • 22 funds opened new Financial Institutions positions in Q3 2024 and 7 closed out, a net change of +15 holders.
  • The largest Financial Institutions buyer in Q3 2024 was PL Capital Advisors, an estimated $34M added.
  • The largest Financial Institutions seller in Q3 2024 was Renaissance Technologies, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2024.