Financial Institutions
FISI
112 hedge funds and large institutions have $254M invested in Financial Institutions in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 13 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 37
0.57% less ownership
Funds ownership: 69.58% → 69.01% (-0.57%)
4% less funds holding
Funds holding: 117 → 112 (-5)
8% less capital invested
Capital invested by funds: $277M → $254M (-$22.7M)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$2.05M |
| 2 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$1.66M |
| 3 |
Millennium Management
New York
|
+$1.01M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$722K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$574K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$4.58M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$1.31M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$1.09M |
| 4 |
Parallax Volatility Advisers
San Francisco,
California
|
-$889K |
| 5 |
State Street
Boston,
Massachusetts
|
-$582K |
FISI Hedge Fund Activity: Q3 2022 in Review
112 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2022, worth a combined $254M — down 8.2% from $277M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FISI and 8 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 42 added.
The largest buyer was Ategra Capital Management, adding an estimated $2.05M. The largest seller was Foundry Partners, exiting entirely with an estimated $4.58M sold.
- 112 institutional investors held Financial Institutions (FISI) as of Q3 2022, down from 117 in Q2 2022.
- Funds reported $254M of Financial Institutions stock for Q3 2022, down 8.2% quarter-over-quarter.
- 8 funds opened new Financial Institutions positions in Q3 2022 and 13 closed out, a net change of -5 holders.
- The largest Financial Institutions buyer in Q3 2022 was Ategra Capital Management, an estimated $2.05M added.
- The largest Financial Institutions seller in Q3 2022 was Foundry Partners, an estimated $4.58M sold.
Based on aggregated 13F filings for Q3 2022.