FISI Institutional Ownership
Financial Institutions, Inc.
1W: +4.1%
1M: +1.4%
3M: -3.2%
YTD: +32.3%
1Y: +55.6%
3Y: +182.6%
5Y: +62.3%
$40.80
-0.01 (-0.02%)
After Hours: $39.77 (-1.03, -2.54%)
Weekly Expected Move ±2.6%
$38
$40
$41
$42
$43
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — FISI
177
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$586M
Total Invested
28
New Positions
73
Increased
48
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (193 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PL Capital Advisors, LLC | 1,816,102 | $74M | — | +0.0% | 19Q | SEC ↗ |
| 2 | BlackRock, Inc. | 1,667,260 | $68M | +189,188 | +12.8% | 8Q | SEC ↗ |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1,002,481 | $41M | +44,814 | +4.7% | 82Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 841,166 | $34M | +5,628 | +0.7% | 2Q | SEC ↗ |
| 5 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 834,969 | $34M | -113,472 | -12.0% | 7Q | SEC ↗ |
| 6 | ACADIAN ASSET MANAGEMENT LLC | 593,367 | $24M | +38,763 | +7.0% | 34Q | SEC ↗ |
| 7 | STATE STREET CORP | 592,493 | $24M | +13,374 | +2.3% | 46Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 586,724 | $24M | +18,028 | +3.2% | 72Q | SEC ↗ |
| 9 | Ategra Capital Management, LLC | 564,100 | $23M | — | +0.0% | 23Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP | 457,098 | $19M | +182,358 | +66.4% | 26Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 404,980 | $17M | +162,059 | +66.7% | 87Q | SEC ↗ |
| 12 | AMERICAN CENTURY COMPANIES INC | 349,611 | $14M | +261,850 | +298.4% | 15Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 263,033 | $11M | +50,106 | +23.5% | 2Q | SEC ↗ |
| 14 | AQR CAPITAL MANAGEMENT LLC | 251,498 | $10M | +93,488 | +59.2% | 12Q | SEC ↗ |
| 15 | Hillsdale Investment Management Inc. | 249,200 | $10M | +16,120 | +6.9% | 2Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 248,283 | $10M | -100,745 | -28.9% | 2Q | SEC ↗ |
| 17 | ALLIANCEBERNSTEIN L.P. | 245,258 | $10M | -7,968 | -3.1% | 13Q | SEC ↗ |
| 18 | MORGAN STANLEY | 234,920 | $10M | -25,807 | -9.9% | 53Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 216,109 | $9M | -29,066 | -11.9% | 15Q | SEC ↗ |
| 20 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 199,502 | $8M | -2,800 | -1.4% | 35Q | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 193,831 | $8M | +126,187 | +186.5% | 2Q | SEC ↗ |
| 22 | LSV ASSET MANAGEMENT | 179,800 | $7M | +15,900 | +9.7% | 66Q | SEC ↗ |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 179,154 | $7M | +7,814 | +4.6% | 57Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 176,215 | $7M | +10,696 | +6.5% | 102Q | SEC ↗ |
| 25 | Sixth Street Partners Management Compa NEW | 162,212 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 162,212 | $7M | +2,031 | +1.3% | 15Q | SEC ↗ |
| 27 | CANANDAIGUA NATIONAL CORP NEW | 154,881 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 154,106 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Palisades Investment Partners, LLC | 150,826 | $6M | +4,322 | +3.0% | 9Q | SEC ↗ |
| 30 | RENAISSANCE TECHNOLOGIES LLC | 136,904 | $6M | -66,027 | -32.5% | 81Q | SEC ↗ |
| 31 | VANGUARD FIDUCIARY TRUST CO | 130,123 | $5M | +3,775 | +3.0% | 2Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 128,688 | $5M | +8,997 | +7.5% | 15Q | SEC ↗ |
| 33 | COURIER CAPITAL LLC | 119,133 | $5M | +1,932 | +1.6% | 28Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 117,844 | $5M | +2,600 | +2.3% | 76Q | SEC ↗ |
| 35 | Empowered Funds, LLC | 109,154 | $4M | +7,814 | +7.7% | 13Q | SEC ↗ |
| 36 | Curi Capital, LLC | 100,017 | $4M | — | +0.0% | 7Q | SEC ↗ |
| 37 | MENDON CAPITAL ADVISORS CORP | 100,000 | $4M | — | +0.0% | 7Q | SEC ↗ |
| 38 | MALTESE CAPITAL MANAGEMENT LLC | 100,000 | $4M | -16,963 | -14.5% | 7Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 85,480 | $3M | +74,021 | +646.0% | 28Q | SEC ↗ |
| 40 | SEGALL BRYANT & HAMILL, LLC | 76,010 | $3M | +32,695 | +75.5% | 8Q | SEC ↗ |
| 41 | Trexquant Investment LP | 74,811 | $3M | +41,145 | +122.2% | 6Q | SEC ↗ |
| 42 | Nuveen, LLC | 71,468 | $3M | +14,611 | +25.7% | 6Q | SEC ↗ |
| 43 | FMR LLC | 65,944 | $3M | -6,614 | -9.1% | 32Q | SEC ↗ |
| 44 | PRUDENTIAL FINANCIAL INC | 65,739 | $3M | +45,300 | +221.6% | 62Q | SEC ↗ |
| 45 | WELLINGTON MANAGEMENT GROUP LLP | 62,979 | $3M | -837,514 | -93.0% | 7Q | SEC ↗ |
| 46 | NEW YORK STATE COMMON RETIREMENT FUND | 62,015 | $3M | +2,600 | +4.4% | 46Q | SEC ↗ |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 57,721 | $2M | -1,182 | -2.0% | 35Q | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 52,741 | $2M | +17,735 | +50.7% | 18Q | SEC ↗ |
| 49 | BAYVIEW ASSET MANAGEMENT, LLC | 50,000 | $2M | — | +0.0% | 9Q | SEC ↗ |
| 50 | Cutler Capital Management, LLC | 49,428 | $2M | — | +0.0% | 29Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 162,212 | $7M |
| CANANDAIGUA NATIONAL CORP | 154,881 | $6M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 154,106 | $6M |
| XTX Topco Ltd | 20,707 | $845K |
| Quadrature Capital Ltd | 15,129 | $617K |
| Oppenheimer & Close, LLC | 14,500 | $592K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 14,118 | $576K |
| BAILARD, INC. | 13,400 | $547K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 12,741 | $520K |
| PANAGORA ASSET MANAGEMENT INC | 11,447 | $467K |
| MERCER GLOBAL ADVISORS INC /ADV | 8,625 | $352K |
| STATE OF WISCONSIN INVESTMENT BOARD | 8,310 | $339K |
| Engineers Gate Manager LP | 7,836 | $320K |
| Virtu Financial LLC | 6,892 | $281K |
| BANK OF NOVA SCOTIA | 6,600 | $269K |
| Mariner, LLC | 6,554 | $267K |
| INTECH INVESTMENT MANAGEMENT LLC | 5,780 | $236K |
| Cerity Partners LLC | 5,625 | $230K |
| Focus Partners Wealth | 5,383 | $220K |
| Integrated Wealth Concepts LLC | 964 | $39K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fourthstone LLC | 254,501 | $10M |
| Rhino Investment Partners, Inc | 215,887 | $9M |
| ProShare Advisors LLC | 204,256 | $8M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 60,934 | $2M |
| Verition Fund Management LLC | 52,419 | $2M |
| Numerai GP LLC | 43,823 | $2M |
| Y-Intercept (Hong Kong) Ltd | 29,072 | $1M |
| ExodusPoint Capital Management, LP | 23,744 | $969K |
| Point72 Asset Management, L.P. | 17,987 | $734K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,608 | $678K |
| CAPTRUST FINANCIAL ADVISORS | 13,473 | $550K |
| MARSHALL WACE, LLP | 11,809 | $482K |
| HSBC HOLDINGS PLC | 11,631 | $475K |
| JANE STREET GROUP, LLC | 10,397 | $424K |
| Balyasny Asset Management L.P. | 9,124 | $372K |
| Brooklyn Investment Group | 9,061 | $370K |
| Daytona Street Capital LLC | 8,000 | $326K |
| Aigen Investment Management, LP | 7,547 | $308K |
| Brevan Howard Capital Management LP | 7,311 | $298K |
| Aquatic Capital Management LLC | 4,390 | $179K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERICAN CENTURY COMPANIES INC | +261,850 | +298.4% | 349,611 |
| BlackRock, Inc. | +189,188 | +12.8% | 1,667,260 |
| TWO SIGMA INVESTMENTS, LP | +182,358 | +66.4% | 457,098 |
| JPMORGAN CHASE & CO | +162,059 | +66.7% | 404,980 |
| Qube Research & Technologies Ltd | +126,187 | +186.5% | 193,831 |
| AQR CAPITAL MANAGEMENT LLC | +93,488 | +59.2% | 251,498 |
| CITADEL ADVISORS LLC | +74,021 | +646.0% | 85,480 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +50,106 | +23.5% | 263,033 |
| PRUDENTIAL FINANCIAL INC | +45,300 | +221.6% | 65,739 |
| DIMENSIONAL FUND ADVISORS LP | +44,814 | +4.7% | 1,002,481 |
| Trexquant Investment LP | +41,145 | +122.2% | 74,811 |
| ACADIAN ASSET MANAGEMENT LLC | +38,763 | +7.0% | 593,367 |
| SEGALL BRYANT & HAMILL, LLC | +32,695 | +75.5% | 76,010 |
| GSA CAPITAL PARTNERS LLP | +19,400 | +107.6% | 37,429 |
| GEODE CAPITAL MANAGEMENT, LLC | +18,028 | +3.2% | 586,724 |
| Russell Investments Group, Ltd. | +17,735 | +50.7% | 52,741 |
| Hillsdale Investment Management Inc | +16,120 | +6.9% | 249,200 |
| LSV ASSET MANAGEMENT | +15,900 | +9.7% | 179,800 |
| Nuveen, LLC | +14,611 | +25.7% | 71,468 |
| STATE STREET CORP | +13,374 | +2.3% | 592,493 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -837,514 | -93.0% | 62,979 |
| UBS Group AG | -190,013 | -93.6% | 13,023 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -113,472 | -12.0% | 834,969 |
| RAYMOND JAMES FINANCIAL INC | -100,745 | -28.9% | 248,283 |
| RENAISSANCE TECHNOLOGIES LLC | -66,027 | -32.5% | 136,904 |
| GOLDMAN SACHS GROUP INC | -29,066 | -11.9% | 216,109 |
| MORGAN STANLEY | -25,807 | -9.9% | 234,920 |
| SEI INVESTMENTS CO | -20,690 | -40.2% | 30,790 |
| Thrivent Financial for Lutherans | -18,539 | -35.5% | 33,657 |
| MALTESE CAPITAL MANAGEMENT LLC | -16,963 | -14.5% | 100,000 |
| KENNEDY CAPITAL MANAGEMENT LLC | -8,094 | -17.5% | 38,254 |
| ALLIANCEBERNSTEIN L.P. | -7,968 | -3.1% | 245,258 |
| Rafferty Asset Management, LLC | -7,345 | -45.4% | 8,833 |
| FMR LLC | -6,614 | -9.1% | 65,944 |
| Quantbot Technologies LP | -5,466 | -79.3% | 1,426 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | -3,946 | -19.6% | 16,185 |
| BARCLAYS PLC | -3,439 | -28.1% | 8,800 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -2,800 | -1.4% | 199,502 |
| Invesco Ltd. | -2,244 | -6.6% | 31,793 |
| EverSource Wealth Advisors, LLC | -1,248 | -75.9% | 397 |