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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
PSB
376
Passumpsic Savings Bank
Vermont
$588K +$558K +11,081 New
ADMI
377
Albert D. Mason Inc
Massachusetts
$587K -$32.5K -644 -6%
CA
378
Cetera Advisors
Colorado
$583K +$163K +3,241 +42%
SCM
379
Shelton Capital Management
Colorado
$580K -$11.5K -229 -2%
CL
380
CSS LLC
Illinois
$568K
DA
381
Denali Advisors
California
$565K -$187K -3,721 -26%
SWS
382
SYSTM Wealth Solutions
Illinois
$563K -$181K -3,589 -25%
CWM
383
CIBC World Markets
New York
$562K +$170K +3,383 +47%
UAS
384
United Asset Strategies
New York
$555K
AAM
385
AR Asset Management
California
$555K
CTA
386
Chesley Taft & Associates
Illinois
$551K +$523K +10,375 New
TRCT
387
Tower Research Capital (TRC)
New York
$546K -$1.2M -23,877 -70%
PAM
388
Panagora Asset Management
Massachusetts
$540K
BCI
389
Brinker Capital Investments
Pennsylvania
$539K -$453K -8,984 -47%
OPS
390
Orion Portfolio Solutions
Nebraska
$539K -$453K -8,984 -47%
CW
391
CreativeOne Wealth
Kansas
$538K +$179K +3,557 +54%
OAM
392
Ostrum Asset Management
France
$538K
Aviva
393
Aviva
United Kingdom
$534K -$897K -17,808 -64%
SP
394
Symmetry Partners
Connecticut
$528K +$41.2K +818 +9%
Millennium Management
395
Millennium Management
New York
$516K -$599K -11,885 -55%
AWM
396
Apollon Wealth Management
South Carolina
$515K -$6.7K -133 -1%
CT
397
ClearAlpha Technologies
Connecticut
$514K -$14.8K -293 -3%
TMAM
398
Tokio Marine Asset Management
Japan
$511K +$29.4K +583 +6%
KAS
399
Kestra Advisory Services
Texas
$510K +$39.7K +787 +9%
National Bank of Canada
400
National Bank of Canada
Quebec, Canada
$495K -$58.9M -1,169,221 -99%

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.