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FGL

Fidelity & Guaranty Life
FGL

Delisted

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

86 hedge funds and large institutions have $1.25B invested in Fidelity & Guaranty Life in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more capital invested

Capital invested by funds: $277M → $1.25B (+$969M)

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

10% more funds holding

Funds holding: 7886 (+8)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
16
Increased
34
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
1
Harbinger Holdings
New York
$1B +$1.04B +47,000,000 New
Wellington Management Group
2
Wellington Management Group
Massachusetts
$30.9M -$3.79M -171,277 -11%
TCM
3
TimesSquare Capital Management
New York
$21.4M -$3.26M -147,000 -13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17M +$5.04M +227,478 +40%
Goldman Sachs
5
Goldman Sachs
New York
$15.9M -$748K -33,783 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.4M +$79.6K +3,591 +0.5%
EBIM
7
Eagle Boston Investment Management
Massachusetts
$11.7M -$97.2K -4,385 -0.8%
Federated Hermes
8
Federated Hermes
Pennsylvania
$11.2M -$402K -18,125 -3%
Boston Partners
9
Boston Partners
Massachusetts
$11.1M -$128K -5,790 -1%
SLCM
10
Seven Locks Capital Management
New York
$10.4M +$1.87M +84,500 +21%
WRF
11
Waddell & Reed Financial
Kansas
$8.66M +$90.8K +4,100 +1%
BA
12
BlackRock Advisors
Delaware
$7.52M -$968K -43,681 -11%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$7.25M +$258K +11,663 +4%
JCM
14
JS Capital Management
New York
$6.41M
BIT
15
BlackRock Institutional Trust
California
$5.88M +$832K +37,539 +16%
BFA
16
BlackRock Fund Advisors
California
$5.3M -$268K -12,089 -5%
Macquarie Group
17
Macquarie Group
Australia
$4.73M +$267K +12,072 +6%
Wells Fargo
18
Wells Fargo
California
$3.95M -$3.61K -163 -0.1%
State Street
19
State Street
Massachusetts
$3.85M +$22.9K +1,032 +0.6%
PAM
20
Panagora Asset Management
Massachusetts
$3.05M +$821K +37,043 +35%
Citadel Advisors
21
Citadel Advisors
Florida
$2.73M +$1.19M +53,581 +72%
MPM
22
Meritage Portfolio Management
Kansas
$2.47M -$24.7K -1,113 -1%
Northern Trust
23
Northern Trust
Illinois
$2.44M -$730K -32,928 -22%
MC
24
Menta Capital
California
$2.35M -$240K -10,853 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.15M +$1.3M +58,839 +141%

FGL Hedge Fund Activity: Q3 2014 in Review

86 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Fidelity & Guaranty Life (FGL) for Q3 2014, worth a combined $1.25B — up 350% from $277M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new FGL positions and 8 closed out — a net gain of 8 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Harbinger Holdings, opening a new position worth an estimated $1.04B. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $13M sold.

  • 86 institutional investors held Fidelity & Guaranty Life (FGL) as of Q3 2014, up from 78 in Q2 2014.
  • Funds reported $1.25B of Fidelity & Guaranty Life stock for Q3 2014, up 350% quarter-over-quarter.
  • 16 funds opened new Fidelity & Guaranty Life positions in Q3 2014 and 8 closed out, a net change of +8 holders.
  • The largest Fidelity & Guaranty Life buyer in Q3 2014 was Harbinger Holdings, an estimated $1.04B added.
  • The largest Fidelity & Guaranty Life seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2014.