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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
JWA
476
JFS Wealth Advisors
Pennsylvania
$262K
SWP
477
Stratos Wealth Partners
Ohio
$256K +$26.7K +529 +12%
HWA
478
Heartwood Wealth Advisors
Virginia
$255K
EFI
479
EHP Funds Inc
Canada
$255K +$242K +4,800 New
PP
480
Prudential plc
United Kingdom
$253K -$734K -14,573 -75%
BA
481
Bridgewater Associates
Connecticut
$250K -$9.68K -192 -4%
NCM
482
Next Capital Management
New York
$250K +$237K +4,708 New
SIC
483
Sterling Investment Counsel
New York
$247K +$25.7K +510 +12%
KeyBank National Association
484
KeyBank National Association
Ohio
$243K +$705 +14 +0.3%
Fisher Asset Management
485
Fisher Asset Management
Washington
$243K +$230K +4,574 New
CIAS
486
Capital Investment Advisory Services
North Carolina
$243K -$40.8K -809 -15%
JWS
487
Juncture Wealth Strategies
Arizona
$242K -$40.8K -810 -15%
PA
488
Probity Advisors
Texas
$241K
WT
489
Whittier Trust
California
$239K
PFS
490
Prospera Financial Services
Texas
$239K -$4.94K -98 -2%
GCP
491
GSA Capital Partners
United Kingdom
$234K +$222K +4,400 New
HCA
492
Harbour Capital Advisors
Virginia
$231K
NI
493
NDVR Inc
Massachusetts
$228K +$217K +4,298 New
NP
494
NorthRock Partners
Minnesota
$227K -$6.6K -131 -3%
CCA
495
Checchi Capital Advisers
California
$227K -$2.27K -45 -1%
WDC
496
Woodward Diversified Capital
California
$224K +$12.8K +254 +6%
BEI
497
Benjamin Edwards Inc
Missouri
$224K -$67.7K -1,344 -24%
APWA
498
Atlas Private Wealth Advisors
New Jersey
$224K -$212K -4,215 -50%
RCM
499
Raleigh Capital Management
North Carolina
$223K -$26.3K -521 -11%
Allspring Global Investments
500
Allspring Global Investments
North Carolina
$221K -$5.1M -101,142 -96%

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.