We are live on ! Find out more
FGL

Fidelity & Guaranty Life
FGL

Delisted

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

Back to rankings

92 hedge funds and large institutions have $265M invested in Fidelity & Guaranty Life in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

7% more capital invested

Capital invested by funds: $247M → $265M (+$18M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 96 → 92 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
2.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
9
Increased
38
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.9M
2
PP
Paloma Partners
Connecticut
+$8.63M
3
CRM
Capital Returns Management
New York
+$6.43M
4
BCM
BlueCrest Capital Management
Jersey
+$1.88M
5
Boston Partners
Boston Partners
Massachusetts
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
TCP
Tourbillon Capital Partners
New York
-$9.44M
2
Millennium Management
Millennium Management
New York
-$2.37M
3
SC
Seawolf Capital
New York
-$1.93M
4
IP
Interval Partners
New York
-$1.83M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$2.51M -$97.4K -3,925 -4%
KCM
27
Kennedy Capital Management
Missouri
$2.5M +$70K +2,821 +3%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.96M +$34.7K +1,400 +2%
Norges Bank
29
Norges Bank
Norway
$1.93M – – –
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.91M +$201K +8,096 +12%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$1.89M +$418K +16,843 +28%
BCM
32
BlueCrest Capital Management
Jersey
$1.86M +$1.88M +75,767 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$1.81M +$1.24M +50,047 +210%
Charles Schwab
34
Charles Schwab
California
$1.6M +$51.8K +2,087 +3%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$1.48M +$387K +15,590 +35%
CCG
36
Crescent Capital Group
California
$1.41M – – –
Asset Management One
37
Asset Management One
Japan
$1.35M +$385K +15,498 +39%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.31M -$338K -13,600 -20%
PPA
39
Parametric Portfolio Associates
Washington
$1.21M +$630K +25,388 +106%
IGIM
40
I.G. Investment Management
Manitoba, Canada
$1.14M +$29.8K +1,199 +3%
BG
41
BlackRock Group
United Kingdom
$1.05M +$28.9K +1,166 +3%
SCP
42
Scoria Capital Partners
Connecticut
$1.04M +$1.05M +42,500 New
BIM
43
BlackRock Investment Management
Delaware
$1.02M +$18.3K +736 +2%
Invesco
44
Invesco
Georgia
$814K +$39.8K +1,604 +5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$744K +$191K +7,700 +34%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$721K – – –
NFA
47
Nationwide Fund Advisors
Ohio
$686K – – –
Millennium Management
48
Millennium Management
New York
$663K -$2.37M -95,498 -78%
Deutsche Bank
49
Deutsche Bank
Germany
$594K -$5.81K -234 -1%
Morgan Stanley
50
Morgan Stanley
New York
$565K -$1.48M -59,503 -72%
1
2
3 4 5

FGL Hedge Fund Activity: Q3 2015 in Review

92 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Fidelity & Guaranty Life (FGL) for Q3 2015, worth a combined $265M — up 7.3% from $247M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FGL and 9 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 38 added.

The largest buyer was Bank of New York Mellon, adding an estimated $10.9M. The largest seller was Tourbillon Capital Partners, cutting an estimated $9.44M.

  • 92 institutional investors held Fidelity & Guaranty Life (FGL) as of Q3 2015, down from 96 in Q2 2015.
  • Funds reported $265M of Fidelity & Guaranty Life stock for Q3 2015, up 7.3% quarter-over-quarter.
  • 9 funds opened new Fidelity & Guaranty Life positions in Q3 2015 and 12 closed out, a net change of -3 holders.
  • The largest Fidelity & Guaranty Life buyer in Q3 2015 was Bank of New York Mellon, an estimated $10.9M added.
  • The largest Fidelity & Guaranty Life seller in Q3 2015 was Tourbillon Capital Partners, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2015.