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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 %
LFG
126
Larson Financial Group
Missouri
$6.58K 241 +241 New
AF
127
Allworth Financial
California
$5.67K 210 -102 -33%
EWA
128
EverSource Wealth Advisors
Alabama
$5.49K 201 -304 -60%
OIA
129
Optimum Investment Advisors
Illinois
$5.46K 200 – –
ACM
130
Aquatic Capital Management
Illinois
$4.99K 183 -817 -82%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$4.07K 149 -37 -20%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$3.57K 136 – –
FFA
133
Farther Finance Advisors
California
$2.78K 102 – –
SS
134
SBI Securities
Japan
$2.76K 101 +101 New
C
135
Covestor
United Kingdom
$2K 64 -15 -19%
FIA
136
FNY Investment Advisers
New York
$2K 100 +100 New
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$1.64K 60 – –
FHA
138
First Horizon Advisors
Tennessee
$1.53K 56 – –
CAL
139
Capital Advisors Ltd
Ohio
$1K 39 – –
RIL
140
Rothschild Investment LLC
Illinois
$273 10 +10 New
IA
141
IFP Advisors
Florida
$109 4 +4 New
HNB
142
Huntington National Bank
Ohio
$27 1 -164 -99%
ZIM
143
Zacks Investment Management
Illinois
– – -184,767 Closed
Jane Street
144
Jane Street
New York
– – -15,089 Closed
CCIA
145
Campbell & Co Investment Adviser
Maryland
– – -12,652 Closed
CCA
146
Cobblestone Capital Advisors
New York
– – -12,000 Closed
SPA
147
Sherbrooke Park Advisers
New York
– – -10,916 Closed
XT
148
XTX Topco
Cayman Islands
– – -8,792 Closed
BWP
149
Baldwin Wealth Partners
Massachusetts
– – -1,733 Closed
GCM
150
Gladius Capital Management
Illinois
– – -945 Closed
3 4 5
6
7