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Fidelity National Financial

668 hedge funds and large institutions have $11.9B invested in Fidelity National Financial in 2024 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 204 increasing their positions, 257 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $46M | Put options by funds: $12.1M

48% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 56

3% more funds holding

Funds holding: 649668 (+19)

1% more capital invested

Capital invested by funds: $11.7B → $11.9B (+$156M)

2.49% less ownership

Funds ownership: 84.28%81.79% (-2.5%)

21% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 257

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
668
Holders Change
+19
Holders Change %
+2.93%
% of All Funds
9.62%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
83
Increased
204
Reduced
257
Closed
56
Calls
$46M
Puts
$12.1M
Net Calls
+$33.9M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
301
Van Hulzen Asset Management
California
$1.15M
US Bancorp
302
US Bancorp
Minnesota
$1.14M -$118K -2,343 -10%
GIBU
303
Gulf International Bank (UK)
United Kingdom
$1.14M
SAM
304
Securian Asset Management
Minnesota
$1.13M -$27.1K -538 -2%
BFM
305
Boston Financial Management
Massachusetts
$1.12M +$15.1K +300 +1%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$1.12M -$806K -16,002 -43%
BCM
307
Brasada Capital Management
Texas
$1.12M -$164K -3,248 -13%
Verition Fund Management
308
Verition Fund Management
Connecticut
$1.11M -$9M -178,630 -90%
CAM
309
Cresset Asset Management
Illinois
$1.11M +$211K +4,185 +25%
ASN
310
Advisory Services Network
Georgia
$1.1M -$2.22K -44 -0.2%
USAA
311
United Services Automobile Association
Texas
$1.06M +$32.1K +638 +3%
Wealth Enhancement Advisory Services
312
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$31.5K +625 +3%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$1.05M -$5.29K -105 -0.5%
ZIC
314
ZWJ Investment Counsel
Georgia
$1.04M
CWS
315
Confluence Wealth Services
Pennsylvania
$1.04M +$152K +3,013 +18%
MIF
316
Mediolanum International Funds
Ireland
$1.03M +$1M +19,879 New
VPIM
317
Vanguard Personalized Indexing Management
California
$1.03M -$521K -10,342 -35%
LF
318
Lee Financial
Texas
$1.01M -$9.57K -190 -1%
LAS
319
Lloyd Advisory Services
Georgia
$1.01M +$959K +19,030 New
EP
320
Edgestream Partners
New Jersey
$1.01M -$80.5K -1,597 -8%
RJT
321
Raymond James Trust
Florida
$1M -$76.4K -1,517 -7%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$1,000K +$74.1K +1,470 +8%
KPWS
323
Kestra Private Wealth Services
Texas
$973K +$239K +4,744 +35%
CGH
324
Crossmark Global Holdings
Texas
$943K +$10.9K +216 +1%
VI
325
Versor Investments
New York
$940K +$892K +17,700 New

FNF Hedge Fund Activity: Q1 2024 in Review

668 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q1 2024, worth a combined $11.9B — up 1.3% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new FNF positions and 56 closed out — a net gain of 27 holders — while 204 added to existing stakes and 257 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $165M. The largest seller was Morgan Stanley, cutting an estimated $222M.

  • 668 institutional investors held Fidelity National Financial (FNF) as of Q1 2024, up from 649 in Q4 2023.
  • Funds reported $11.9B of Fidelity National Financial stock for Q1 2024, up 1.3% quarter-over-quarter.
  • 83 funds opened new Fidelity National Financial positions in Q1 2024 and 56 closed out, a net change of +27 holders.
  • The largest Fidelity National Financial buyer in Q1 2024 was Victory Capital Management, an estimated $165M added.
  • The largest Fidelity National Financial seller in Q1 2024 was Morgan Stanley, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2024.