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Fidelity National Financial

504 hedge funds and large institutions have $7.22B invested in Fidelity National Financial in 2020 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 140 increasing their positions, 194 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 412 (+8)

93% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $18.3M

28% more capital invested

Capital invested by funds: $5.65B → $7.22B (+$1.57B)

10% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 89

1% more funds holding

Funds holding: 500504 (+4)

3.4% less ownership

Funds ownership: 84.64%81.24% (-3.4%)

28% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 194

Holders
504
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
10.33%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.25%
New
98
Increased
140
Reduced
194
Closed
89
Calls
$35.2M
Puts
$18.3M
Net Calls
+$17M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.21K +44 +51%
OPS
477
Orion Portfolio Solutions
Nebraska
$4K +$2.37K +86 +232%
GFPC
478
Global Financial Private Capital
Florida
$3K -$354K -12,870 -99%
OC
479
Oakworth Capital
Alabama
$3K
SJIM
480
St. Johns Investment Management
Florida
$3K
SLF
481
Sun Life Financial
Ontario, Canada
$3K
SL
482
Savior LLC
Massachusetts
$3K +$28 +1 +1%
PA
483
Procyon Advisors
Connecticut
$3K +$715 +26 +32%
PCG
484
Private Capital Group
Connecticut
$3K +$2.34K +85 New
PAG
485
Private Advisor Group
New Jersey
$3K +$2.37K +86 New
WAMC
486
Western Asset Management Company
California
$3K +$2.53K +92 New
APA
487
American Portfolios Advisors
New York
$2.15K
DAM
488
Delta Asset Management
Tennessee
$2K
VNA
489
Valley National Advisers
Pennsylvania
$2K +$28 +1 +2%
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07K -$3.74M -136,022 -100%
BAM
491
Bellevue Asset Management
Washington
$1K
BWL
492
Bogart Wealth LLC
Virginia
$1K
FRA
493
Front Row Advisors
California
$1K
WAS
494
Winch Advisory Services
Wisconsin
$1K
PFBT
495
Parkside Financial Bank & Trust
Missouri
$1K +$688 +25 New
CFN
496
Cordasco Financial Network
Florida
$1K +$1.29K +47 New
GEA
497
Glen Eagle Advisors
New Jersey
$492
AWA
498
Arkadios Wealth Advisors
Georgia
$316 +$275 +10 New
PIMG
499
Patriot Investment Management Group
Tennessee
$245 +$220 +8 New
UH
500
Unigestion Holding
Switzerland
-$30.6M -1,280,921 Closed

FNF Hedge Fund Activity: Q2 2020 in Review

504 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q2 2020, worth a combined $7.22B — up 28% from $5.65B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new FNF positions and 89 closed out — a net gain of 9 holders — while 140 added to existing stakes and 194 trimmed.

The largest buyer was WINDACRE PARTNERSHIP LLC, opening a new position worth an estimated $342M. The largest seller was T. Rowe Price Associates, cutting an estimated $244M.

  • 504 institutional investors held Fidelity National Financial (FNF) as of Q2 2020, up from 500 in Q1 2020.
  • Funds reported $7.22B of Fidelity National Financial stock for Q2 2020, up 28% quarter-over-quarter.
  • 98 funds opened new Fidelity National Financial positions in Q2 2020 and 89 closed out, a net change of +9 holders.
  • The largest Fidelity National Financial buyer in Q2 2020 was WINDACRE PARTNERSHIP LLC, an estimated $342M added.
  • The largest Fidelity National Financial seller in Q2 2020 was T. Rowe Price Associates, an estimated $244M sold.

Based on aggregated 13F filings for Q2 2020.