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Fidelity National Financial

571 hedge funds and large institutions have $7.62B invested in Fidelity National Financial in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 229 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $32.5M | Put options by funds: $5.71M

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

2% more capital invested

Capital invested by funds: $7.5B → $7.62B (+$123M)

0.93% less ownership

Funds ownership: 78.9%77.96% (-0.93%)

2% less funds holding

Funds holding: 583571 (-12)

12% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 75

25% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 229

Holders
571
Holders Change
-12
Holders Change %
-2.06%
% of All Funds
8.97%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
66
Increased
171
Reduced
229
Closed
75
Calls
$32.5M
Puts
$5.71M
Net Calls
+$26.7M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
526
Quarry LP
New York
$4.1K -$24.8K -710 -86%
DAC
527
Dividend Assets Capital
South Carolina
$4K
AW
528
Avion Wealth
Texas
$4K +$558 +16 +16%
RI
529
Ridgewood Investments
New Jersey
$3.76K -$105 -3 -3%
OIA
530
Optimum Investment Advisors
Illinois
$3.68K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$3.31K -$384 -11 -11%
SJIM
532
St. Johns Investment Management
Florida
$3.24K
GWS
533
Glassman Wealth Services
Virginia
$3.24K +$837 +24 +36%
NSG
534
Nalls Sherbakoff Group
Tennessee
$3.18K
BIA
535
Bell Investment Advisors
California
$3.06K +$35 +1 +1%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$2.99K +$523 +15 +22%
GJIA
537
Glass Jacobson Investment Advisors
Maryland
$2.41K +$2.34K +67 New
BCMLT
538
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.38K +$2.3K +66 New
Federated Hermes
539
Federated Hermes
Pennsylvania
$2.2K -$3.89M -111,621 -100%
CCA
540
Column Capital Advisors
Indiana
$1.91K
DI
541
Disciplined Investments
Oklahoma
$1.87K -$70 -2 -4%
PSB
542
Piscataqua Savings Bank
New Hampshire
$1.8K
UB
543
UMB Bank
Missouri
$1.73K -$15.7K -450 -90%
RFA
544
Register Financial Advisors
Georgia
$1.55K
BLC
545
Brown, Lisle/Cummings
Rhode Island
$1.51K
WWP
546
WR Wealth Planners
Missouri
$1.48K -$1.43K -41 -50%
LCM
547
Logan Capital Management
Pennsylvania
$1.37K
LS
548
Livforsakringsbolaget Skandia
Sweden
$1.33K
SS
549
Sunbelt Securities
Texas
$1.15K +$35 +1 +3%
SIC
550
SJS Investment Consulting
Ohio
$1.12K -$1.32K -38 -55%

FNF Hedge Fund Activity: Q2 2023 in Review

571 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q2 2023, worth a combined $7.62B — up 1.6% from $7.5B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of FNF and 66 opened new positions — a net loss of 9 holders — while 229 trimmed existing stakes and 171 added.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $117M. The largest seller was BlackRock, cutting an estimated $66.7M.

  • 571 institutional investors held Fidelity National Financial (FNF) as of Q2 2023, down from 583 in Q1 2023.
  • Funds reported $7.62B of Fidelity National Financial stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 66 funds opened new Fidelity National Financial positions in Q2 2023 and 75 closed out, a net change of -9 holders.
  • The largest Fidelity National Financial buyer in Q2 2023 was WINDACRE PARTNERSHIP LLC, an estimated $117M added.
  • The largest Fidelity National Financial seller in Q2 2023 was BlackRock, an estimated $66.7M sold.

Based on aggregated 13F filings for Q2 2023.