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Financial Institutions

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.

New
Increased
Maintained
Reduced
Closed

767% more call options, than puts

Call options by funds: $52K | Put options by funds: $6K

96% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 25

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

6% more funds holding

Funds holding: 100106 (+6)

5% more capital invested

Capital invested by funds: $187M → $197M (+$10.2M)

1.59% more ownership

Funds ownership: 64.43%66.03% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
106
Holders Change
+6
Holders Change %
+6%
% of All Funds
1.53%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$27M +$1.52M +85,595 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$18.7M -$978K -55,159 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.5M +$352K +19,826 +3%
ACM
4
Ategra Capital Management
Virginia
$11.1M +$262K +14,774 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.76M -$9.77K -551 -0.1%
PCA
6
PL Capital Advisors
Florida
$6.74M +$842K +47,470 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$6.72M +$237K +13,343 +4%
LSV Asset Management
8
LSV Asset Management
Illinois
$6.67M
CC
9
Courier Capital
New York
$6.61M +$61.9K +3,489 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.42M +$486K +27,400 +9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$6.26M +$459K +25,865 +9%
CNBT
12
Canandaigua National Bank & Trust
New York
$5.71M -$92.6K -5,220 -2%
State Street
13
State Street
Massachusetts
$5.22M -$51.2K -2,885 -1%
American Century Companies
14
American Century Companies
Missouri
$5.17M +$451K +25,439 +11%
Morgan Stanley
15
Morgan Stanley
New York
$4.69M +$463K +26,087 +12%
Prudential Financial
16
Prudential Financial
New Jersey
$3.94M -$17.7K -1,000 -0.5%
Northern Trust
17
Northern Trust
Illinois
$3.73M -$137K -7,747 -4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$3.18M +$174K +9,800 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3M +$47K +2,653 +2%
BCM
20
Bridgeway Capital Management
Texas
$2.57M +$434K +24,500 +23%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$2.47M -$124K -7,016 -5%
Charles Schwab
22
Charles Schwab
California
$2.4M +$36.5K +2,059 +2%
PIP
23
Palisades Investment Partners
California
$2.31M +$2.12M +119,387 New
Goldman Sachs
24
Goldman Sachs
New York
$2M +$18.1K +1,018 +1%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$1.58M +$658K +37,100 +83%

FISI Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q2 2024, worth a combined $197M — up 5.5% from $187M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FISI positions and 9 closed out — a net gain of 6 holders — while 49 added to existing stakes and 25 trimmed.

The largest buyer was BlackRock, adding an estimated $1.52M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $3.97M sold.

  • 106 institutional investors held Financial Institutions (FISI) as of Q2 2024, up from 100 in Q1 2024.
  • Funds reported $197M of Financial Institutions stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 15 funds opened new Financial Institutions positions in Q2 2024 and 9 closed out, a net change of +6 holders.
  • The largest Financial Institutions buyer in Q2 2024 was BlackRock, an estimated $1.52M added.
  • The largest Financial Institutions seller in Q2 2024 was Basswood Capital Management, an estimated $3.97M sold.

Based on aggregated 13F filings for Q2 2024.