Financial Institutions
FISI
113 hedge funds and large institutions have $329M invested in Financial Institutions in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 50 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
37% more capital invested
Capital invested by funds: $241M → $329M (+$88M)
4% more funds holding
Funds holding: 109 → 113 (+4)
2.09% more ownership
Funds ownership: 66.54% → 68.64% (+2.1%)
22% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.8M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
+$4.65M |
| 3 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$3.75M |
| 4 |
BlackRock
New York
|
+$2.05M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$3.55M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$2.52M |
| 3 |
Renaissance Technologies
New York
|
-$2.41M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$1.51M |
| 5 |
MSL
Mackay Shields LLC
New York
|
-$1.39M |
FISI Hedge Fund Activity: Q1 2021 in Review
113 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q1 2021, worth a combined $329M — up 37% from $241M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FISI positions and 7 closed out — a net gain of 4 holders — while 39 added to existing stakes and 50 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was Royce & Associates, cutting an estimated $3.55M.
- 113 institutional investors held Financial Institutions (FISI) as of Q1 2021, up from 109 in Q4 2020.
- Funds reported $329M of Financial Institutions stock for Q1 2021, up 37% quarter-over-quarter.
- 11 funds opened new Financial Institutions positions in Q1 2021 and 7 closed out, a net change of +4 holders.
- The largest Financial Institutions buyer in Q1 2021 was Fidelity Investments, an estimated $10.8M added.
- The largest Financial Institutions seller in Q1 2021 was Royce & Associates, an estimated $3.55M sold.
Based on aggregated 13F filings for Q1 2021.