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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
KFS
501
Kaizen Financial Strategies
California
$219K +$353 +7 +0.2%
RFN
502
RDA Financial Network
Iowa
$218K -$6.95K -138 -3%
AWM
503
Accurate Wealth Management
Florida
$217K -$15.5K -308 -6%
ClearBridge Investments
504
ClearBridge Investments
New York
$216K
PAG
505
Private Advisor Group
New Jersey
$214K -$11.3K -225 -5%
AAS
506
Ameritas Advisory Services
Nebraska
$213K +$202K +4,018 New
Group One Trading
507
Group One Trading
Illinois
$208K +$197K +3,916 New
Axa
508
Axa
France
$206K +$196K +3,885 New
WANY
509
Wealthspire Advisors (New York)
New York
$205K +$194K +3,857 New
HMS
510
Hanseatic Management Services
New Mexico
$205K +$194K +3,853 New
USCWA
511
U.S. Capital Wealth Advisors
Texas
$204K -$30.6K -608 -14%
HT
512
Heritage Trust
Oklahoma
$203K +$192K +3,814 New
IHWM
513
Iron Horse Wealth Management
Iowa
$200K +$176K +3,487 +1,254%
UM
514
UniSuper Management
Australia
$196K +$90.7K +1,800 +95%
IPW
515
Impact Partnership Wealth
Georgia
$175K -$348K -6,904 -68%
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$163K +$8.77K +174 +6%
CA
517
Continuum Advisory
Idaho
$160K -$63.3K -1,256 -29%
GRP
518
Global Retirement Partners
California
$156K -$4.13K -82 -3%
LC
519
Lindbrook Capital
California
$155K +$87.8K +1,742 +149%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$139K +$3.68K +73 +3%
HT
521
Headlands Technologies
Illinois
$137K +$130K +2,583 New
CTC
522
Central Trust Company
Missouri
$135K +$15.5K +308 +14%
AAG
523
Armstrong Advisory Group
Massachusetts
$131K
RFS
524
Richardson Financial Services
Massachusetts
$129K +$9.07K +180 +8%
FFA
525
Farther Finance Advisors
California
$129K +$13.5K +268 +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.