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Financial Institutions
FISI

Overview Fund Activity

142 hedge funds and large institutions have $419M invested in Financial Institutions in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+21
Holders Change %
+17.36%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
46
Reduced
34
Closed
14
Calls
$19K
Puts
$7K
Net Calls
+$12K
Net Calls Change
-$5K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$18.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$10M
4
BCM
4
Basswood Capital Management
New York
$8.32M
5
FL
5
Fourthstone LLC
Missouri
$8.69M

Top Sellers

1
PCA
1
PL Capital Advisors
Florida
$13.6M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$36.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
101
EMC Capital Management
Texas
$193K 7,080 -1,629 -19%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$168K 6,157 -5,021 -45%
HIM
103
Hillsdale Investment Management
Ontario, Canada
$136K 5,000 -4,500 -47%
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$101K 3,702 +3,702 New
ACM
105
Aster Capital Management
United Arab Emirates
$86.5K 3,171 +3,171 New
TF
106
Tompkins Financial
New York
$82.4K 3,020 – –
Osaic Holdings
107
Osaic Holdings
Arizona
$82.4K 3,014 -541 -15%
US Bancorp
108
US Bancorp
Minnesota
$70.2K 2,572 – –
Legal & General Group
109
Legal & General Group
United Kingdom
$39.2K 1,437 – –
AIP
110
Ameritas Investment Partners
Nebraska
$37.1K 1,360 – –
PMAM
111
Picton Mahoney Asset Management
Ontario, Canada
$32K 1,196 +374 +45%
California State Teachers Retirement System (CalSTRS)
112
California State Teachers Retirement System (CalSTRS)
California
$30K 1,100 – –
RS
113
R Squared
Hong Kong
$30K 1,100 +1,100 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$26.5K 960 – –
TRCT
115
Tower Research Capital (TRC)
New York
$25K 917 -169 -16%
Canada Life
116
Canada Life
Manitoba, Canada
$22K 821 -172 -17%
AAP
117
Arax Advisory Partners
Colorado
$16.8K 614 – –
AB
118
Amalgamated Bank
New York
$15K 539 – –
Comerica Bank
119
Comerica Bank
Texas
$14.7K 537 – –
NB
120
NBT Bank
New York
$13.6K 500 – –
SCM
121
Sterling Capital Management
North Carolina
$13.3K 487 +431 +770%
SAM
122
Smartleaf Asset Management
Massachusetts
$7.7K 285 +20 +8%
VCM
123
Versant Capital Management
Arizona
$7.48K 274 +274 New
CB
124
Community Bank
New York
$6.82K 250 – –
GI
125
GAMMA Investing
California
$6.66K 244 +38 +18%
3 4
5
6 7