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Financial Institutions

121 hedge funds and large institutions have $288M invested in Financial Institutions in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

213% more call options, than puts

Call options by funds: $25K | Put options by funds: $8K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

46% more capital invested

Capital invested by funds: $197M → $288M (+$91.3M)

39% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 31

14% more funds holding

Funds holding: 106121 (+15)

11.26% more ownership

Funds ownership: 66.03%77.28% (+11%)

Holders
121
Holders Change
+15
Holders Change %
+14.15%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
43
Reduced
31
Closed
7
Calls
$25K
Puts
$8K
Net Calls
+$17K
Net Calls Change
-$29K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$35.2M -$360K -15,057 -1%
PCA
2
PL Capital Advisors
Florida
$29.1M +$34M +1,422,765 +408%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$24.4M -$269K -11,249 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$20.9M +$332K +13,919 +2%
ACM
5
Ategra Capital Management
Virginia
$14.6M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.5M +$3.61K +151 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$9.04M +$168K +7,045 +2%
CC
8
Courier Capital
New York
$8.92M +$193K +8,064 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$8.79M
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$8.68M +$393K +16,444 +5%
American Century Companies
11
American Century Companies
Missouri
$7.84M +$958K +40,107 +15%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.48M -$932K -39,000 -12%
CNBT
13
Canandaigua National Bank & Trust
New York
$7.38M -$134K -5,592 -2%
State Street
14
State Street
Massachusetts
$7.31M +$415K +17,395 +7%
Morgan Stanley
15
Morgan Stanley
New York
$6.44M +$245K +10,268 +4%
Northern Trust
16
Northern Trust
Illinois
$4.82M -$89.7K -3,756 -2%
ZIM
17
Zacks Investment Management
Illinois
$4.71M +$4.41M +184,767 New
Prudential Financial
18
Prudential Financial
New Jersey
$4.66M -$497K -20,800 -10%
Hotchkis & Wiley Capital Management
19
Hotchkis & Wiley Capital Management
California
$3.69M -$467K -19,550 -12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$3.64M -$297K -12,443 -8%
BCM
21
Bridgeway Capital Management
Texas
$3.48M +$80K +3,350 +3%
PIP
22
Palisades Investment Partners
California
$3.23M +$176K +7,388 +6%
Charles Schwab
23
Charles Schwab
California
$3.17M +$9.96K +417 +0.3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$3.15M -$101K -4,230 -3%
Goldman Sachs
25
Goldman Sachs
New York
$2.93M +$276K +11,542 +11%

FISI Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Financial Institutions (FISI) for Q3 2024, worth a combined $288M — up 46% from $197M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FISI positions and 7 closed out — a net gain of 15 holders — while 43 added to existing stakes and 31 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $34M. The largest seller was Renaissance Technologies, cutting an estimated $932K.

  • 121 institutional investors held Financial Institutions (FISI) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $288M of Financial Institutions stock for Q3 2024, up 46% quarter-over-quarter.
  • 22 funds opened new Financial Institutions positions in Q3 2024 and 7 closed out, a net change of +15 holders.
  • The largest Financial Institutions buyer in Q3 2024 was PL Capital Advisors, an estimated $34M added.
  • The largest Financial Institutions seller in Q3 2024 was Renaissance Technologies, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2024.