We are live on ! Find out more
FGL

Fidelity & Guaranty Life
FGL

Delisted

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

96 hedge funds and large institutions have $247M invested in Fidelity & Guaranty Life in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

11% more capital invested

Capital invested by funds: $222M → $247M (+$24.5M)

8% more funds holding

Funds holding: 8996 (+7)

Holders
96
Holders Change
+7
Holders Change %
+7.87%
% of All Funds
2.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
20
Increased
39
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$695K +$36K +1,599 +6%
NFA
52
Nationwide Fund Advisors
Ohio
$660K -$87.1K -3,866 -12%
Deutsche Bank
53
Deutsche Bank
Germany
$578K -$114K -5,072 -17%
PPA
54
Parametric Portfolio Associates
Washington
$568K +$261K +11,594 +93%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$563K +$537K +23,843 New
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$534K +$509K +22,600 New
SCA
57
Secor Capital Advisors
New York
$510K +$111K +4,937 +30%
SC
58
Scholtz & Company
Connecticut
$506K +$482K +21,400 New
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$486K +$1.13K +50 +0.2%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$466K -$25.4M -1,127,762 -98%
TA
61
Teachers Advisors
New York
$407K -$164K -7,292 -30%
DC
62
Deere & Company
Illinois
$395K +$376K +16,704 New
Swiss National Bank
63
Swiss National Bank
Switzerland
$390K +$149K +6,600 +67%
SO
64
STRS Ohio
Ohio
$368K +$24.8K +1,100 +8%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$359K -$38.3K -1,700 -10%
MAA
66
Managed Account Advisors
New Jersey
$352K +$55.7K +2,474 +20%
FP
67
Foundry Partners
Minnesota
$345K +$26.9K +1,195 +9%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$319K -$6.75K -300 -2%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$285K +$271K +12,046 New
Citigroup
70
Citigroup
New York
$265K -$991 -44 -0.4%
FIM
71
Freedom Investment Management
Connecticut
$253K +$241K +10,715 New
AllianceBernstein
72
AllianceBernstein
Tennessee
$224K +$27K +1,200 +14%
UBS AM
73
UBS AM
Illinois
$215K +$205K +9,100 New
VAM
74
Visium Asset Management
New York
$203K -$49.5K -2,200 -20%
MLICM
75
Metropolitan Life Insurance Company (MetLife)
New York
$189K +$14.1K +624 +8%

FGL Hedge Fund Activity: Q2 2015 in Review

96 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Fidelity & Guaranty Life (FGL) for Q2 2015, worth a combined $247M — up 11% from $222M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FGL positions and 13 closed out — a net gain of 7 holders — while 39 added to existing stakes and 32 trimmed.

The largest buyer was Tourbillon Capital Partners, opening a new position worth an estimated $24.2M. The largest seller was Wellington Management Group, cutting an estimated $25.4M.

  • 96 institutional investors held Fidelity & Guaranty Life (FGL) as of Q2 2015, up from 89 in Q1 2015.
  • Funds reported $247M of Fidelity & Guaranty Life stock for Q2 2015, up 11% quarter-over-quarter.
  • 20 funds opened new Fidelity & Guaranty Life positions in Q2 2015 and 13 closed out, a net change of +7 holders.
  • The largest Fidelity & Guaranty Life buyer in Q2 2015 was Tourbillon Capital Partners, an estimated $24.2M added.
  • The largest Fidelity & Guaranty Life seller in Q2 2015 was Wellington Management Group, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2015.