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Financial Institutions
FISI

Overview Fund Activity

100 hedge funds and large institutions have $187M invested in Financial Institutions in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
27
Reduced
43
Closed
12
Calls
$44K
Puts
$23K
Net Calls
+$21K
Net Calls Change
+$8K

Top Buyers

1
BCM
1
Basswood Capital Management
New York
$3.97M
2
CC
2
Courier Capital
New York
$6.37M
3
PCA
3
PL Capital Advisors
Florida
$5.67M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$5.62M
5
Invesco
5
Invesco
Georgia
$1.52M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.07M
2
Millennium Management
2
Millennium Management
New York
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.54M
4
BlackRock
4
BlackRock
New York
$24.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.74M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$24.7M 1,311,645 -67,731 -5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.3M 1,023,334 -3,852 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.8M 784,928 +16,462 +2%
ACM
4
Ategra Capital Management
Virginia
$10.5M 557,301 +16,268 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.54M 453,752 -119,580 -21%
LSV Asset Management
6
LSV Asset Management
Illinois
$6.49M 344,957 – –
CC
7
Courier Capital
New York
$6.37M 338,686 +121,233 +56%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.29M 334,297 +8,938 +3%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.74M 305,100 -48,300 -14%
PCA
10
PL Capital Advisors
Florida
$5.67M 301,281 +112,481 +60%
CNBT
11
Canandaigua National Bank & Trust
New York
$5.66M 300,672 -6,905 -2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$5.62M 298,398 +64,680 +28%
State Street
13
State Street
Massachusetts
$5.14M 269,197 -7,889 -3%
American Century Companies
14
American Century Companies
Missouri
$4.56M 242,137 +33,098 +16%
Morgan Stanley
15
Morgan Stanley
New York
$4.07M 216,498 -165,272 -43%
BCM
16
Basswood Capital Management
New York
$3.97M 211,112 +211,112 New
Prudential Financial
17
Prudential Financial
New Jersey
$3.86M 204,848 -10,900 -5%
Northern Trust
18
Northern Trust
Illinois
$3.78M 200,727 -14,092 -7%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$2.91M 154,808 -6,400 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$2.87M 152,604 -3,426 -2%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.54M 135,071 -1,183 -0.9%
Charles Schwab
22
Charles Schwab
California
$2.3M 121,952 +2,350 +2%
BCM
23
Bridgeway Capital Management
Texas
$2.04M 108,600 +4,375 +4%
Goldman Sachs
24
Goldman Sachs
New York
$1.93M 102,344 -646 -0.6%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.74M 92,384 -31,864 -26%
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