Financial Institutions
FISI
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.
171% more call options, than puts
Call options by funds: $19K | Put options by funds: $7K
150% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
45% more capital invested
Capital invested by funds: $288M → $419M (+$131M)
35% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 34
17% more funds holding
Funds holding: 121 → 142 (+21)
1.55% more ownership
Funds ownership: 77.28% → 78.84% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.6M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$10.8M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$9.68M |
| 4 |
BCM
Basswood Capital Management
New York
|
+$8.02M |
| 5 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$7.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
PL Capital Advisors
Naples,
Florida
|
-$33.5M |
| 2 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$4.71M |
| 3 |
BlackRock
New York
|
-$885K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$449K |
| 5 |
Bank of New York Mellon
New York
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
151
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$11.7K | -460 | Closed |
|
|
AWM
152
Avior Wealth Management
Omaha,
Nebraska
| – | -$11.1K | -436 | Closed |
|
|
CPA
153
Capital Performance Advisors
Walnut Creek,
California
| – | -$8.13K | -319 | Closed |
|
154
Allspring Global Investments
Charlotte,
North Carolina
| – | -$6.29K | -247 | Closed |
|
|
CA
155
Continuum Advisory
Eagle,
Idaho
| – | -$5.06K | -187 | Closed |
|
|
TWD
156
True Wealth Design
Akron,
Ohio
| – | -$433 | -17 | Closed |
|
FISI Hedge Fund Activity: Q4 2024 in Review
142 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q4 2024, worth a combined $419M — up 45% from $288M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FISI positions and 14 closed out — a net gain of 21 holders — while 46 added to existing stakes and 34 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $17.6M. The largest seller was PL Capital Advisors, cutting an estimated $33.5M.
- 142 institutional investors held Financial Institutions (FISI) as of Q4 2024, up from 121 in Q3 2024.
- Funds reported $419M of Financial Institutions stock for Q4 2024, up 45% quarter-over-quarter.
- 35 funds opened new Financial Institutions positions in Q4 2024 and 14 closed out, a net change of +21 holders.
- The largest Financial Institutions buyer in Q4 2024 was Wellington Management Group, an estimated $17.6M added.
- The largest Financial Institutions seller in Q4 2024 was PL Capital Advisors, an estimated $33.5M sold.
Based on aggregated 13F filings for Q4 2024.