We are live on ! Find out more
FGL

Fidelity & Guaranty Life
FGL

Delisted

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

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: 6578 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$38.7M +$372K +16,790 +1%
TCM
2
TimesSquare Capital Management
New York
$27.5M -$3.19M -143,900 -11%
Goldman Sachs
3
Goldman Sachs
New York
$18.6M -$1.84M -83,068 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.2M +$4.09M +184,654 +35%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.6M +$10.8M +489,006 +610%
EBIM
6
Eagle Boston Investment Management
Massachusetts
$13.2M +$3.14M +141,898 +35%
Federated Hermes
7
Federated Hermes
Pennsylvania
$13M -$3.47M -156,840 -22%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$13M -$180K -8,107 -1%
Boston Partners
9
Boston Partners
Massachusetts
$12.6M -$1.61M -72,600 -12%
WRF
10
Waddell & Reed Financial
Kansas
$9.62M +$301K +13,600 +4%
SLCM
11
Seven Locks Capital Management
New York
$9.59M +$1.11M +50,000 +14%
BA
12
BlackRock Advisors
Delaware
$9.48M -$186K -8,397 -2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$7.84M +$4.89M +220,661 +206%
JCM
14
JS Capital Management
New York
$7.18M
BFA
15
BlackRock Fund Advisors
California
$6.24M -$409K -18,469 -7%
BIT
16
BlackRock Institutional Trust
California
$5.7M -$932K -42,083 -15%
Macquarie Group
17
Macquarie Group
Australia
$5.02M +$550K +24,840 +13%
Wells Fargo
18
Wells Fargo
California
$4.44M +$79.9K +3,608 +2%
State Street
19
State Street
Massachusetts
$4.29M +$1.53M +68,952 +63%
Northern Trust
20
Northern Trust
Illinois
$3.52M +$828K +37,367 +34%
MC
21
Menta Capital
California
$2.89M +$579K +26,145 +28%
MPM
22
Meritage Portfolio Management
Kansas
$2.8M +$53.1K +2,396 +2%
PAM
23
Panagora Asset Management
Massachusetts
$2.53M +$192K +8,673 +9%
Citadel Advisors
24
Citadel Advisors
Florida
$1.77M -$3.53M -159,380 -68%
MPAM
25
Monarch Partners Asset Management
Massachusetts
$1.72M +$81.4K +3,675 +5%

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.