Financial Institutions
FISI
101 hedge funds and large institutions have $210M invested in Financial Institutions in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.
325% more call options, than puts
Call options by funds: $17K | Put options by funds: $4K
25% more capital invested
Capital invested by funds: $168M → $210M (+$41.5M)
18% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 34
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.78% less ownership
Funds ownership: 64.75% → 63.97% (-0.78%)
5% less funds holding
Funds holding: 106 → 101 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Courier Capital
Buffalo,
New York
|
+$1.95M |
| 2 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$1.56M |
| 3 |
Bank of New York Mellon
New York
|
+$663K |
| 4 |
JP Morgan Chase
New York
|
+$635K |
| 5 |
Man Group
London,
United Kingdom
|
+$531K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1.29M |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$873K |
| 3 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$786K |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$556K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$387K |
FISI Hedge Fund Activity: Q4 2023 in Review
101 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q4 2023, worth a combined $210M — up 25% from $168M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FISI and 8 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 40 added.
The largest buyer was Courier Capital, adding an estimated $1.95M. The largest seller was Millennium Management, cutting an estimated $1.29M.
- 101 institutional investors held Financial Institutions (FISI) as of Q4 2023, down from 106 in Q3 2023.
- Funds reported $210M of Financial Institutions stock for Q4 2023, up 25% quarter-over-quarter.
- 8 funds opened new Financial Institutions positions in Q4 2023 and 11 closed out, a net change of -3 holders.
- The largest Financial Institutions buyer in Q4 2023 was Courier Capital, an estimated $1.95M added.
- The largest Financial Institutions seller in Q4 2023 was Millennium Management, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2023.