Financial Institutions
FISI
127 hedge funds and large institutions have $348M invested in Financial Institutions in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 9 closing their positions.
156% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 9
16% more call options, than puts
Call options by funds: $1.64M | Put options by funds: $1.41M
10% more funds holding
Funds holding: 115 → 127 (+12)
8% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 38
4% more capital invested
Capital invested by funds: $334M → $348M (+$13.6M)
0.36% more ownership
Funds ownership: 68.79% → 69.15% (+0.36%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.91M |
| 2 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$1.6M |
| 3 |
Millennium Management
New York
|
+$1.44M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
+$957K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$733K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.56M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.42M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$994K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$862K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCP
126
GSA Capital Partners
London,
United Kingdom
| – | -$862K | -28,118 | Closed |
|
127
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$449K | -14,639 | Closed |
|
|
WG
128
Winton Group
London,
United Kingdom
| – | -$421K | -13,723 | Closed |
|
|
CCIA
129
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$202K | -6,600 | Closed |
|
|
PWM
130
Prentice Wealth Management
Rochester,
New York
| – | -$49K | -1,602 | Closed |
|
|
FMP
131
Financial Management Professionals
Austin,
Texas
| – | -$13K | -417 | Closed |
|
132
Rockefeller Capital Management
New York
| – | -$1K | -46 | Closed |
|
133
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$64 | +2 | New |
|
|
MAM
134
Meeder Asset Management
Dublin,
Ohio
| – | +$160 | +5 | New |
|
FISI Hedge Fund Activity: Q4 2021 in Review
127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q4 2021, worth a combined $348M — up 4.1% from $334M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new FISI positions and 9 closed out — a net gain of 14 holders — while 41 added to existing stakes and 38 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.91M. The largest seller was Bank of Montreal, exiting entirely with an estimated $4.4M sold.
- 127 institutional investors held Financial Institutions (FISI) as of Q4 2021, up from 115 in Q3 2021.
- Funds reported $348M of Financial Institutions stock for Q4 2021, up 4.1% quarter-over-quarter.
- 23 funds opened new Financial Institutions positions in Q4 2021 and 9 closed out, a net change of +14 holders.
- The largest Financial Institutions buyer in Q4 2021 was Ameriprise, an estimated $1.91M added.
- The largest Financial Institutions seller in Q4 2021 was Bank of Montreal, an estimated $4.4M sold.
Based on aggregated 13F filings for Q4 2021.