FISI icon

Financial Institutions
FISI

Overview Fund Activity

142 hedge funds and large institutions have $419M invested in Financial Institutions in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 14 closing their positions.

Holders
142
Holders Change
+21
Holders Change %
+17.36%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
35
Increased
46
Reduced
34
Closed
14
Calls
$19K
Puts
$7K
Net Calls
+$12K
Net Calls Change
-$5K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$18.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$11.2M
3
Verition Fund Management
3
Verition Fund Management
Connecticut
$10M
4
BCM
4
Basswood Capital Management
New York
$8.32M
5
FL
5
Fourthstone LLC
Missouri
$8.69M

Top Sellers

1
PCA
1
PL Capital Advisors
Florida
$13.6M
2
ZIM
2
Zacks Investment Management
Illinois
$0
3
BlackRock
3
BlackRock
New York
$36.8M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.91M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$36.8M 1,348,563 -33,620 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$26.5M 971,659 +14,733 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.3M 925,285 +106,612 +13%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$18.3M 670,355 +670,355 New
ACM
5
Ategra Capital Management
Virginia
$15.6M 572,075 – –
PCA
6
PL Capital Advisors
Florida
$13.6M 497,751 -1,273,765 -72%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$12.4M 452,869 -483 -0.1%
American Century Companies
8
American Century Companies
Missouri
$11.6M 424,825 +117,142 +38%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$11.2M 409,247 +409,247 New
Verition Fund Management
10
Verition Fund Management
Connecticut
$10M 367,853 +367,853 New
CC
11
Courier Capital
New York
$9.61M 352,126 +1,887 +0.5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.59M 351,280 -3,405 -1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$9.55M 350,131 +9,424 +3%
LSV Asset Management
14
LSV Asset Management
Illinois
$9.25M 339,057 -5,900 -2%
FL
15
Fourthstone LLC
Missouri
$8.69M 318,254 +297,904 +1,464%
Renaissance Technologies
16
Renaissance Technologies
New York
$8.38M 306,900 +13,400 +5%
BCM
17
Basswood Capital Management
New York
$8.32M 304,891 +304,891 New
State Street
18
State Street
Massachusetts
$8.09M 293,379 +9,672 +3%
CNBT
19
Canandaigua National Bank & Trust
New York
$7.74M 283,695 -6,165 -2%
RIP
20
Rhino Investment Partners
Pennsylvania
$7.12M 261,051 +261,051 New
Morgan Stanley
21
Morgan Stanley
New York
$6.48M 237,489 -15,364 -6%
AllianceBernstein
22
AllianceBernstein
Tennessee
$6.3M 231,010 +215,710 +1,410%
ACL
23
Azora Capital LP
Florida
$6.21M 227,658 +227,658 New
MCM
24
Maltese Capital Management
New York
$6.17M 226,100 +226,100 New
SCA
25
Stieven Capital Advisors
Missouri
$6.14M 225,000 +225,000 New
1
2 3 4 5