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FGL

Fidelity & Guaranty Life
FGL

Delisted

FGL was delisted on the 30th of November, 2017.

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78 hedge funds and large institutions have $277M invested in Fidelity & Guaranty Life in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 17

20% more funds holding

Funds holding: 65 → 78 (+13)

5% more capital invested

Capital invested by funds: $263M → $277M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
35
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.8M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$4.89M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.09M
4
EBIM
Eagle Boston Investment Management
Massachusetts
+$3.14M
5
State Street
State Street
Massachusetts
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
KCM
Kingdon Capital Management
New York
-$4.72M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.53M
3
NI
Numeric Investors
Massachusetts
-$3.49M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$3.47M
5
TCM
TimesSquare Capital Management
New York
-$3.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$1.53M +$150K +6,759 +12%
CCG
27
Crescent Capital Group
California
$1.41M – – –
TCIM
28
TIAA CREF Investment Management
New York
$1.39M +$1.22M +54,859 +1,638%
Invesco
29
Invesco
Georgia
$1.36M +$957K +43,189 +319%
KCM
30
Kennedy Capital Management
Missouri
$1.33M +$1.23M +55,667 New
SAM
31
Symphony Asset Management
California
$1.27M +$288K +13,014 +33%
Asset Management One
32
Asset Management One
Japan
$1.25M +$388K +17,530 +51%
MAM
33
Martingale Asset Management
Massachusetts
$1.01M +$931K +42,011 New
JP Morgan Chase
34
JP Morgan Chase
New York
$1M +$925K +41,761 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$935K +$203K +9,142 +31%
RFC
36
Russell Frank Company
Washington
$925K +$761K +34,376 +427%
Prudential Financial
37
Prudential Financial
New Jersey
$887K +$821K +37,050 New
IGIM
38
I.G. Investment Management
Manitoba, Canada
$863K +$231K +10,449 +41%
TC
39
TFS Capital
Pennsylvania
$863K +$472K +21,293 +144%
BIM
40
BlackRock Investment Management
Delaware
$847K -$54.1K -2,444 -6%
BG
41
BlackRock Group
United Kingdom
$600K +$555K +25,048 New
Charles Schwab
42
Charles Schwab
California
$555K +$324K +14,633 +171%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$501K +$464K +20,936 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$491K -$6.64K -300 -1%
Two Sigma Investments
45
Two Sigma Investments
New York
$472K -$721K -32,569 -62%
NFA
46
Nationwide Fund Advisors
Ohio
$457K +$345K +15,583 +444%
SB
47
Suntrust Banks
Georgia
$446K -$1.11K -50 -0.3%
Ameriprise
48
Ameriprise
Minnesota
$421K +$390K +17,600 New
BPC
49
Banque Pictet & Cie
Switzerland
$419K +$57.9K +2,614 +18%
Morgan Stanley
50
Morgan Stanley
New York
$417K -$2.63M -118,835 -87%
1
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FGL Hedge Fund Activity: Q2 2014 in Review

78 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Fidelity & Guaranty Life (FGL) for Q2 2014, worth a combined $277M — up 5.4% from $263M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FGL positions and 10 closed out — a net gain of 13 holders — while 35 added to existing stakes and 17 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $10.8M. The largest seller was Kingdon Capital Management, exiting entirely with an estimated $4.72M sold.

  • 78 institutional investors held Fidelity & Guaranty Life (FGL) as of Q2 2014, up from 65 in Q1 2014.
  • Funds reported $277M of Fidelity & Guaranty Life stock for Q2 2014, up 5.4% quarter-over-quarter.
  • 23 funds opened new Fidelity & Guaranty Life positions in Q2 2014 and 10 closed out, a net change of +13 holders.
  • The largest Fidelity & Guaranty Life buyer in Q2 2014 was Fidelity Investments, an estimated $10.8M added.
  • The largest Fidelity & Guaranty Life seller in Q2 2014 was Kingdon Capital Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q2 2014.