Financial Institutions
FISI
130 hedge funds and large institutions have $322M invested in Financial Institutions in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 48 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
11% more call options, than puts
Call options by funds: $1.51M | Put options by funds: $1.36M
2% more funds holding
Funds holding: 127 → 130 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.57% less ownership
Funds ownership: 69.15% → 68.58% (-0.57%)
7% less capital invested
Capital invested by funds: $348M → $322M (-$25.6M)
19% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$3.72M |
| 2 |
BlackRock
New York
|
+$969K |
| 3 |
Two Sigma Advisers
New York
|
+$610K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$589K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
EJF Capital
Arlington,
Virginia
|
-$2.93M |
| 2 |
Renaissance Technologies
New York
|
-$2.02M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$1.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.77M |
| 5 |
CCM
Community Capital Management
Plantation,
Florida
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZB
126
Zions Bancorporation
Salt Lake City,
Utah
| $1K | +$1.38K | +43 | New |
|
|
LC
127
Lindbrook Capital
Calabasas,
California
| $1K | +$1.48K | +46 | New |
|
|
EC
128
EJF Capital
Arlington,
Virginia
| – | -$2.93M | -92,051 | Closed |
|
|
IA
129
IndexIQ Advisors
New York
| – | -$443K | -13,942 | Closed |
|
130
Marshall Wace
London,
United Kingdom
| – | -$321K | -10,079 | Closed |
|
|
CGH
131
Crossmark Global Holdings
Houston,
Texas
| – | -$302K | -9,497 | Closed |
|
132
AllianceBernstein
Nashville,
Tennessee
| – | -$226K | -7,100 | Closed |
|
133
Squarepoint
New York
| – | -$220K | -6,928 | Closed |
|
|
KAS
134
Kestra Advisory Services
Austin,
Texas
| – | -$215K | -6,772 | Closed |
|
135
SG Americas Securities
New York
| – | -$155K | -4,883 | Closed |
|
136
Rockefeller Capital Management
New York
| – | +$321 | +10 | New |
|
FISI Hedge Fund Activity: Q1 2022 in Review
130 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2022, worth a combined $322M — down 7.4% from $348M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new FISI positions and 10 closed out — a net gain of 4 holders — while 39 added to existing stakes and 48 trimmed.
The largest buyer was State Street, adding an estimated $3.72M. The largest seller was EJF Capital, exiting entirely with an estimated $2.93M sold.
- 130 institutional investors held Financial Institutions (FISI) as of Q1 2022, up from 127 in Q4 2021.
- Funds reported $322M of Financial Institutions stock for Q1 2022, down 7.4% quarter-over-quarter.
- 14 funds opened new Financial Institutions positions in Q1 2022 and 10 closed out, a net change of +4 holders.
- The largest Financial Institutions buyer in Q1 2022 was State Street, an estimated $3.72M added.
- The largest Financial Institutions seller in Q1 2022 was EJF Capital, an estimated $2.93M sold.
Based on aggregated 13F filings for Q1 2022.