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Financial Institutions
FISI

Overview Fund Activity

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.

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.75%
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

Top Buyers

1
PCA
1
PL Capital Advisors
Florida
$29.1M
2
ZIM
2
Zacks Investment Management
Illinois
$4.71M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.62M
4
SBH
4
Segall Bryant & Hamill
Illinois
$1.36M
5
American Century Companies
5
American Century Companies
Missouri
$7.84M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$7.48M
2
Man Group
2
Man Group
United Kingdom
$0
3
Invesco
3
Invesco
Georgia
$923K
4
Prudential Financial
4
Prudential Financial
New Jersey
$4.66M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.69M
Name Market Value Shares Shares
Change 		Shares
Change %
NB
101
NBT Bank
New York
$12.7K 500 +500 New
CFB
102
Cullen/Frost Bankers
Texas
$11.7K 460 +460 New
AWM
103
Avior Wealth Management
Nebraska
$11.1K 436 +436 New
CPA
104
Capital Performance Advisors
California
$8.13K 319 +319 New
AF
105
Allworth Financial
California
$7.95K 312 +102 +49%
SAM
106
Smartleaf Asset Management
Massachusetts
$6.67K 265 -20 -7%
CB
107
Community Bank
New York
$6.37K 250 – –
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$6.29K 247 -10,590 -98%
GI
109
GAMMA Investing
California
$5.25K 206 +71 +53%
OIA
110
Optimum Investment Advisors
Illinois
$5.09K 200 – –
CA
111
Continuum Advisory
Idaho
$5.06K 187 +187 New
Russell Investments Group
112
Russell Investments Group
United Kingdom
$4.74K 186 -3,678 -95%
HNB
113
Huntington National Bank
Ohio
$4.2K 165 +165 New
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$3.46K 136 – –
FFA
115
Farther Finance Advisors
California
$2.6K 102 +4 +4%
C
116
Covestor
United Kingdom
$2K 79 -9 -10%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$1.53K 60 – –
FHA
118
First Horizon Advisors
Tennessee
$1.43K 56 – –
SCM
119
Sterling Capital Management
North Carolina
$1.43K 56 +56 New
CAL
120
Capital Advisors Ltd
Ohio
$1K 39 – –
TWD
121
True Wealth Design
Ohio
$433 17 +17 New
Man Group
122
Man Group
United Kingdom
– – -42,123 Closed
TI
123
Trexquant Investment
Connecticut
– – -24,429 Closed
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
– – -23,951 Closed
Millennium Management
125
Millennium Management
New York
– – -21,193 Closed
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5
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