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Financial Institutions
FISI

Overview Fund Activity

106 hedge funds and large institutions have $197M invested in Financial Institutions in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
49
Reduced
25
Closed
9
Calls
$52K
Puts
$6K
Net Calls
+$46K
Net Calls Change
+$25K

Top Buyers

1
PIP
1
Palisades Investment Partners
California
$2.31M
2
BlackRock
2
BlackRock
New York
$27M
3
PCA
3
PL Capital Advisors
Florida
$6.74M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$1.22M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$1.58M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$0
2
GCM
2
Gator Capital Management
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$264K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.7M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$27M 1,397,240 +85,595 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.7M 968,175 -55,159 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.5M 804,754 +19,826 +3%
ACM
4
Ategra Capital Management
Virginia
$11.1M 572,075 +14,774 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.76M 453,201 -551 -0.1%
PCA
6
PL Capital Advisors
Florida
$6.74M 348,751 +47,470 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.72M 347,640 +13,343 +4%
LSV Asset Management
8
LSV Asset Management
Illinois
$6.67M 344,957 – –
CC
9
Courier Capital
New York
$6.61M 342,175 +3,489 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.42M 332,500 +27,400 +9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$6.26M 324,263 +25,865 +9%
CNBT
12
Canandaigua National Bank & Trust
New York
$5.71M 295,452 -5,220 -2%
State Street
13
State Street
Massachusetts
$5.22M 266,312 -2,885 -1%
American Century Companies
14
American Century Companies
Missouri
$5.17M 267,576 +25,439 +11%
Morgan Stanley
15
Morgan Stanley
New York
$4.69M 242,585 +26,087 +12%
Prudential Financial
16
Prudential Financial
New Jersey
$3.94M 203,848 -1,000 -0.5%
Northern Trust
17
Northern Trust
Illinois
$3.73M 192,980 -7,747 -4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$3.18M 164,608 +9,800 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3M 155,257 +2,653 +2%
BCM
20
Bridgeway Capital Management
Texas
$2.57M 133,100 +24,500 +23%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.47M 128,055 -7,016 -5%
Charles Schwab
22
Charles Schwab
California
$2.4M 124,011 +2,059 +2%
PIP
23
Palisades Investment Partners
California
$2.31M 119,387 +119,387 New
Goldman Sachs
24
Goldman Sachs
New York
$2M 103,362 +1,018 +1%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.58M 81,687 +37,100 +83%
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