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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
CCM
401
Coldstream Capital Management
Washington
$478K +$182K +3,619 +67%
MCC
402
Malaga Cove Capital
California
$476K -$3.33K -66 -0.7%
WI
403
WBI Investments
New Jersey
$470K -$704K -13,978 -61%
MLA
404
My Legacy Advisors
Oregon
$447K +$25.9K +515 +7%
CC
405
Cipher Capital
New York
$439K -$523K -10,370 -56%
APG Asset Management
406
APG Asset Management
Netherlands
$435K +$15.1K +300 +4%
BAM
407
Belpointe Asset Management
Nevada
$433K +$15.1K +299 +4%
O
408
Ossiam
France
$431K +$83K +1,647 +25%
SWM
409
Soundmark Wealth Management
Washington
$429K
ATC
410
Argent Trust Co
Tennessee
$426K -$2.52K -50 -0.6%
EFMC
411
Empire Financial Management Company
New York
$425K
NEI
412
Northwest & Ethical Investments
Ontario, Canada
$424K -$22.3K -442 -5%
SAM
413
Shell Asset Management
Netherlands
$422K -$47K -932 -10%
AC
414
AXQ Capital
New Jersey
$419K +$398K +7,900 New
CIM
415
Cambria Investment Management
California
$419K -$39.6K -786 -9%
KAS
416
KPP Advisory Services
Kentucky
$412K -$9.32K -185 -2%
SPIA
417
Steward Partners Investment Advisory
New York
$411K -$413K -8,188 -51%
SVWAG
418
Sound View Wealth Advisors Group
Georgia
$398K +$44.8K +889 +13%
Lido Advisors
419
Lido Advisors
California
$397K -$65.8K -1,306 -15%
PA
420
Profund Advisors
Maryland
$397K +$15.5K +308 +4%
PTC
421
Petrus Trust Company
Texas
$397K +$156K +3,092 +70%
BP
422
BBR Partners
New York
$392K +$65.9K +1,308 +22%
RSWM
423
Robertson Stephens Wealth Management
California
$386K +$10.7K +212 +3%
FIA
424
Foundations Investment Advisors
Arizona
$385K -$7.91K -157 -2%
CIBC World Market
425
CIBC World Market
Ontario, Canada
$383K +$39K +774 +12%

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.