Financial Institutions
FISI
110 hedge funds and large institutions have $226M invested in Financial Institutions in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 42 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.21% less ownership
Funds ownership: 69.01% → 68.79% (-0.21%)
2% less funds holding
Funds holding: 112 → 110 (-2)
11% less capital invested
Capital invested by funds: $254M → $226M (-$27.7M)
29% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 42
33% less call options, than puts
Call options by funds: $10K | Put options by funds: $15K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$2.55M |
| 2 |
Morgan Stanley
New York
|
+$2.36M |
| 3 |
BlackRock
New York
|
+$966K |
| 4 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$914K |
| 5 |
RA
Royce & Associates
New York
|
+$745K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.05M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$1.02M |
| 4 |
Goldman Sachs
New York
|
-$993K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$741K |
FISI Hedge Fund Activity: Q4 2022 in Review
110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q4 2022, worth a combined $226M — down 11% from $254M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FISI positions and 7 closed out — a net gain of 1 holder — while 30 added to existing stakes and 42 trimmed.
The largest buyer was PL Capital Advisors, adding an estimated $2.55M. The largest seller was Millennium Management, cutting an estimated $1.4M.
- 110 institutional investors held Financial Institutions (FISI) as of Q4 2022, down from 112 in Q3 2022.
- Funds reported $226M of Financial Institutions stock for Q4 2022, down 11% quarter-over-quarter.
- 8 funds opened new Financial Institutions positions in Q4 2022 and 7 closed out, a net change of +1 holder.
- The largest Financial Institutions buyer in Q4 2022 was PL Capital Advisors, an estimated $2.55M added.
- The largest Financial Institutions seller in Q4 2022 was Millennium Management, an estimated $1.4M sold.
Based on aggregated 13F filings for Q4 2022.