Financial Institutions
FISI
115 hedge funds and large institutions have $334M invested in Financial Institutions in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 44 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
3% more capital invested
Capital invested by funds: $326M → $334M (+$8.63M)
0.28% more ownership
Funds ownership: 68.52% → 68.79% (+0.28%)
0% more funds holding
Funds holding: 115 → 115 (0)
25% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.44M |
| 2 |
Goldman Sachs
New York
|
+$917K |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$561K |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
+$482K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$480K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.25M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$941K |
| 3 |
Millennium Management
New York
|
-$849K |
| 4 |
DA
DCM Advisors
New York
|
-$751K |
| 5 |
BlackRock
New York
|
-$602K |
FISI Hedge Fund Activity: Q3 2021 in Review
115 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2021, worth a combined $334M — up 2.7% from $326M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FISI positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 44 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $4.44M. The largest seller was Invesco, cutting an estimated $1.25M.
- 115 institutional investors held Financial Institutions (FISI) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $334M of Financial Institutions stock for Q3 2021, up 2.7% quarter-over-quarter.
- 11 funds opened new Financial Institutions positions in Q3 2021 and 10 closed out, a net change of +1 holder.
- The largest Financial Institutions buyer in Q3 2021 was Fidelity Investments, an estimated $4.44M added.
- The largest Financial Institutions seller in Q3 2021 was Invesco, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2021.