We are live on ! Find out more
FNF icon

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
DFA
551
DHJJ Financial Advisors
Illinois
$50.9K
QCG
552
Quadrant Capital Group
Ohio
$50.8K -$9.83K -195 -17%
WSCM
553
Wellington Shields Capital Management
New York
$50.4K
AA
554
Ancora Advisors
Ohio
$48.5K +$6.65K +132 +17%
AEPWM
555
Atlantic Edge Private Wealth Management
Florida
$45.6K
VAG
556
VisionPoint Advisory Group
Texas
$45.1K -$1.86K -37 -4%
CA
557
CoreCap Advisors
Michigan
$41.5K +$39.4K +782 New
GWP
558
Gen-Wealth Partners
Michigan
$41.1K +$39K +774 New
PA
559
Parallel Advisors
California
$39.7K -$504 -10 -1%
GWSG
560
GPS Wealth Strategies Group
Colorado
$36.4K
SAM
561
Smartleaf Asset Management
Massachusetts
$36.3K +$35.2K +699 New
MA
562
MCF Advisors
Kentucky
$35.8K +$18.2K +362 +116%
FHA
563
First Horizon Advisors
Tennessee
$35.2K +$6.15K +122 +23%
Northwestern Mutual Wealth Management
564
Northwestern Mutual Wealth Management
Wisconsin
$35K +$6.65K +132 +25%
SL
565
Salomon & Ludwin
Virginia
$32.3K +$21.4K +425 +231%
PK
566
Pflug Koory
Nebraska
$31.9K
DMBA
567
Deseret Mutual Benefit Administrators
Utah
$31.3K
MG
568
Mather Group
Illinois
$31.2K +$30.8K +611 New
C
569
Covestor
United Kingdom
$31K +$15.3K +303 +109%
NCTC
570
New Covenant Trust Company
Indiana
$30.1K +$28.5K +566 New
VSQM
571
V-Square Quantitative Management
Illinois
$27.8K
PTC
572
Private Trust Company
Ohio
$22.8K -$655 -13 -3%
S
573
SignatureFD
Georgia
$22.5K +$7.71K +153 +57%
IGWM
574
ICA Group Wealth Management
Colorado
$21.2K -$2.52K -50 -11%
TSWM
575
Tyler-Stone Wealth Management
Ohio
$21.2K

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.