Most sold financial services stocks in Q3 2023
See which Financial Services stocks institutional investors trimmed or exited the most in Q3 2023, measured as net reductions in reported share positions from Q2 2023 into Q3 2023. Notable reductions at the top of this list include CITIGROUP INC (C), KKR & CO L P DEL (KKR), INVESCO SENIOR INCOME TRUST (VVR), CAPITAL ONE FINANCIAL CORP (COF). These rankings are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | -11,133,500 | -$913.53M | 0 | 5 | 3 | 0 | 11 |
| KKR | KKR & CO L P DEL | -8,637,344 | -$209.85M | 1 | 1 | 6 | 0 | 12 |
| VVR | INVESCO SENIOR INCOME TRUST | -6,300,000 | -$24.25M | 0 | 0 | 0 | 1 | 1 |
| COF | CAPITAL ONE FINANCIAL CORP | -5,777,645 | -$1.40B | 1 | 1 | 5 | 1 | 11 |
| AIG | AMERICAN INTERNATIONAL GROUP | -4,826,765 | -$256.47M | 0 | 2 | 1 | 0 | 5 |
| ITUB | ITAU UNIBANCO H-SPON PRF ADR | -4,174,351 | -$37.81M | 0 | 3 | 4 | 0 | 7 |
| ALLY | ALLY FINANCIAL INC | -3,622,172 | -$94.08M | 1 | 1 | 1 | 1 | 6 |
| BRK-B | BERKSHIRE HATHAWAY INC-CL B | -3,471,889 | -$819.18M | 0 | 5 | 15 | 1 | 26 |
| COIN | COINBASE GLOBAL INC -CLASS A | -3,445,204 | -$71.20M | 0 | 0 | 2 | 0 | 3 |
| V | VISA INC-CLASS A SHARES | -3,364,867 | -$1.13B | 2 | 7 | 16 | 1 | 31 |
| WFC | WELLS FARGO & CO | -2,847,075 | -$387.54M | 0 | 2 | 12 | 0 | 16 |
| KEY | KEYCORP | -2,626,991 | $322.48K | 0 | 1 | 1 | 1 | 3 |
| IBN | ICICI BANK LTD-SPON ADR | -2,355,282 | -$42.53M | 0 | 1 | 6 | 0 | 8 |
| USB | US BANCORP | -2,268,124 | -$17.27M | 1 | 2 | 8 | 3 | 11 |
| HOPE | HOPE BANCORP INC | -2,088,015 | -$17.28M | 0 | 0 | 2 | 2 | 2 |
| GL | GLOBE LIFE INC | -1,696,261 | -$185.82M | 0 | 1 | 2 | 0 | 4 |
| MFC | MANULIFE FINANCIAL CORP | -1,580,779 | $48.25K | 0 | 1 | 0 | 1 | 1 |
| BK | BANK OF NEW YORK MELLON CORP | -1,409,055 | -$165.43M | 0 | 3 | 5 | 2 | 10 |
| BSAC | BANCO SANTANDER-CHILE-ADR | -1,146,278 | -$20.31M | 0 | 0 | 2 | 0 | 2 |
| STT | STATE STREET CORP | -1,095,547 | -$230.22M | 0 | 0 | 2 | 0 | 2 |
| APO | APOLLO GLOBAL MANAGEMENT INC | -1,080,452 | $161.97M | 2 | 0 | 2 | 0 | 4 |
| CB | CHUBB LIMITED | -1,046,122 | -$180.47M | 2 | 0 | 2 | 2 | 5 |
| BN | BROOKFIELD CORP | -1,004,613 | -$44.89M | 0 | 2 | 3 | 1 | 6 |
| MS | MORGAN STANLEY | -867,375 | -$78.84M | 1 | 1 | 3 | 0 | 6 |
| ICE | INTERCONTINENTAL EXCHANGE IN | -863,140 | -$35.29M | 0 | 2 | 5 | 1 | 8 |
| QFIN | QIFU TECHNOLOGY INC | -796,743 | -$15.99M | 0 | 0 | 1 | 0 | 1 |
| SMFG | SUMITOMO MITSUI-SPONS ADR | -791,248 | -$4.01M | 0 | 1 | 3 | 0 | 4 |
| WRB | WR BERKLEY CORP | -769,637 | -$18.62M | 0 | 1 | 2 | 1 | 5 |
| NMR | NOMURA HOLDINGS INC-SPON ADR | -715,465 | $71.92K | 0 | 1 | 1 | 0 | 2 |
| MA | MASTERCARD INC - A | -687,947 | -$115.54M | 1 | 6 | 11 | 1 | 23 |
| UNM | UNUM GROUP | -678,171 | -$19.23M | 0 | 0 | 3 | 0 | 3 |
| CVBF | CVB FINANCIAL CORP | -605,258 | $95.94K | 0 | 1 | 1 | 0 | 2 |
| ARES | ARES MANAGEMENT CORP - A | -570,304 | -$4.44M | 1 | 1 | 1 | 2 | 3 |
| GS | GOLDMAN SACHS GROUP INC | -564,648 | -$34.30M | 1 | 4 | 7 | 0 | 12 |
| LC | LENDINGCLUB CORP | -506,383 | -$10.79K | 0 | 0 | 1 | 0 | 1 |
| SLQT | SELECTQUOTE INC | -498,786 | -$1.17K | 0 | 0 | 1 | 0 | 1 |
| CMA | COMERICA INC | -489,310 | -$8.23M | 0 | 0 | 2 | 2 | 3 |
| RF | REGIONS FINANCIAL CORP | -479,167 | -$9.73M | 0 | 0 | 1 | 0 | 2 |
| FTII | FUTURETECH II ACQUISITI-CL A | -410,000 | -$4.38M | 0 | 0 | 0 | 1 | 0 |
| WT | WISDOMTREE INC | -381,744 | -$2.46K | 0 | 0 | 1 | 0 | 1 |
| SCHW | SCHWAB (CHARLES) CORP | -380,961 | -$211.03M | 0 | 3 | 6 | 0 | 12 |
| LPRO | OPEN LENDING CORP | -375,208 | -$6.14K | 0 | 0 | 1 | 0 | 1 |
| TBBK | BANCORP INC/THE | -362,935 | -$9.04M | 0 | 0 | 1 | 1 | 1 |
| MUFG | MITSUBISHI UFJ FINL-SPON ADR | -351,962 | $49.41K | 0 | 0 | 2 | 0 | 2 |
| BAM | BROOKFIELD ASSET MGMT-A | -347,921 | -$4.84M | 0 | 0 | 3 | 0 | 3 |
| NDAQ | NASDAQ INC | -344,600 | -$17.93K | 0 | 0 | 1 | 0 | 1 |
| WAL | WESTERN ALLIANCE BANCORP | -337,895 | $1.74M | 0 | 0 | 2 | 0 | 3 |
| MCO | MOODY'S CORP | -322,712 | -$1.46B | 0 | 3 | 5 | 0 | 16 |
| CG | CARLYLE GROUP INC/THE | -317,628 | $17.88M | 1 | 1 | 1 | 0 | 3 |
| SPGI | S&P GLOBAL INC | -312,903 | -$664.26M | 1 | 0 | 5 | 2 | 9 |
Frequently asked questions about Most sold financial services stocks in Q3 2023
What are the most sold Financial Services stocks in Q3 2023?
The most sold financial services stocks in Q3 2023 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q2 2023, based on SEC 13F filings.
Which financial services stocks did institutional investors trimmed or exited the most in Q3 2023?
Among the managers we track, net reductions were largest in companies such as CITIGROUP INC (C), KKR & CO L P DEL (KKR), INVESCO SENIOR INCOME TRUST (VVR), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease in shares reported by tracked investors between two consecutive quarterly 13F snapshots (compared to Q2 2023).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.