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FGL

Fidelity & Guaranty Life
FGL

Delisted

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

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90 hedge funds and large institutions have $384M invested in Fidelity & Guaranty Life in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $390M → $384M (-$6.13M)

11% less funds holding

Funds holding: 101 → 90 (-11)

12% less call options, than puts

Call options by funds: $453K | Put options by funds: $512K

21% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 33

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
90
Holders Change
-11
Holders Change %
-10.89%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
26
Reduced
33
Closed
19
Calls
$453K
Puts
$512K
Net Calls
-$59K
Net Calls Change
+$499K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.2M
2
OP
Omni Partners
United Kingdom
+$2.26M
3
ECAU
Everett Capital Advisors (UK)
United Kingdom
+$2.21M
4
BlackRock
BlackRock
New York
+$1.86M
5
UOC
UBS O'Connor
Illinois
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
CFM
Coronation Fund Managers
South Africa
-$22M
2
PFC
Phocas Financial Corp
California
-$5.78M
3
Citigroup
Citigroup
New York
-$5.56M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.37M
5
Deutsche Bank
Deutsche Bank
Germany
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
26
Meritage Portfolio Management
Kansas
$3.33M +$37.5K +1,205 +1%
BCM
27
Bridgeway Capital Management
Texas
$3.29M -$623K -20,000 -16%
LSV Asset Management
28
LSV Asset Management
Illinois
$3.25M -$2.55M -81,800 -44%
Goldman Sachs
29
Goldman Sachs
New York
$2.94M +$360K +11,554 +14%
Capstone Investment Advisors
30
Capstone Investment Advisors
New York
$2.69M – – –
Two Sigma Investments
31
Two Sigma Investments
New York
$2.33M – – –
ECAU
32
Everett Capital Advisors (UK)
United Kingdom
$2.21M +$2.21M +71,000 New
AllianceBernstein
33
AllianceBernstein
Tennessee
$2.06M +$688K +22,090 +50%
QOP
34
Quinn Opportunity Partners
Virginia
$1.77M – – –
SG Americas Securities
35
SG Americas Securities
New York
$1.77M +$460K +14,765 +35%
CS
36
Credit Suisse
Switzerland
$1.67M -$2.3M -73,878 -58%
Ameriprise
37
Ameriprise
Minnesota
$1.56M -$651K -20,905 -29%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.55M +$1.56M +50,000 New
Charles Schwab
39
Charles Schwab
California
$1.52M +$87.3K +2,803 +6%
GF
40
Gabelli Funds
New York
$1.24M – – –
O
41
OppenheimerFunds
New York
$1.22M +$33K +1,060 +3%
PPA
42
Parametric Portfolio Associates
Washington
$1.19M +$41.3K +1,326 +4%
Citadel Advisors
43
Citadel Advisors
Florida
$1.18M – – –
ADEF
44
Adams Diversified Equity Fund
Maryland
$1.14M -$43.6K -1,400 -4%
PCM
45
Prelude Capital Management
New York
$1.08M -$2.64M -84,727 -71%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$973K +$166K +5,326 +20%
TCIM
47
TIAA CREF Investment Management
New York
$910K -$54.9K -1,764 -6%
AG
48
Aperio Group
California
$814K +$109K +3,505 +15%
GH
49
GAM Holding
Switzerland
$812K -$215K -6,918 -21%
Invesco
50
Invesco
Georgia
$781K -$585K -18,768 -43%
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FGL Hedge Fund Activity: Q3 2017 in Review

90 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity & Guaranty Life (FGL) for Q3 2017, worth a combined $384M — down 1.6% from $390M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FGL and 8 opened new positions — a net loss of 11 holders — while 33 trimmed existing stakes and 26 added.

The largest buyer was Fidelity Investments, adding an estimated $56.2M. The largest seller was Coronation Fund Managers, exiting entirely with an estimated $22M sold.

  • 90 institutional investors held Fidelity & Guaranty Life (FGL) as of Q3 2017, down from 101 in Q2 2017.
  • Funds reported $384M of Fidelity & Guaranty Life stock for Q3 2017, down 1.6% quarter-over-quarter.
  • 8 funds opened new Fidelity & Guaranty Life positions in Q3 2017 and 19 closed out, a net change of -11 holders.
  • The largest Fidelity & Guaranty Life buyer in Q3 2017 was Fidelity Investments, an estimated $56.2M added.
  • The largest Fidelity & Guaranty Life seller in Q3 2017 was Coronation Fund Managers, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2017.