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Fidelity National Financial

649 hedge funds and large institutions have $11.7B invested in Fidelity National Financial in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 206 increasing their positions, 223 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,303% more call options, than puts

Call options by funds: $53.9M | Put options by funds: $3.84M

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

26% more capital invested

Capital invested by funds: $9.27B → $11.7B (+$2.43B)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

9% more funds holding

Funds holding: 595649 (+54)

1.92% more ownership

Funds ownership: 82.36%84.28% (+1.9%)

8% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 223

Holders
649
Holders Change
+54
Holders Change %
+9.08%
% of All Funds
9.46%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
115
Increased
206
Reduced
223
Closed
56
Calls
$53.9M
Puts
$3.84M
Net Calls
+$50M
Net Calls Change
+$27M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
576
WhitTier Trust Company
Nevada
$12.3K +$10.5K +242 New
FWM
577
Focused Wealth Management
New York
$11.1K +$131 +3 +1%
BHWM
578
Beaird Harris Wealth Management
Texas
$10.8K +$9.18K +211 New
QL
579
Quarry LP
New York
$10.4K +$8.84K +203 New
APW
580
Acima Private Wealth
Virginia
$10.2K
GAMC
581
Garner Asset Management Corp
Texas
$10K +$8.71K +200 New
RIM
582
Rakuten Investment Management
Japan
$9.5K +$8.05K +185 New
DSC
583
Duncker Streett & Co
Missouri
$9.49K
CAL
584
Capital Advisors Ltd
Ohio
$9K
MPWT
585
MassMutual Private Wealth & Trust
Connecticut
$8.62K +$1.22K +28 +20%
SA
586
Scarborough Advisors
Maryland
$8.18K +$6.96K +160 New
VNA
587
Valley National Advisers
Pennsylvania
$8K +$7.62K +175 New
CA
588
Clearstead Advisors
Ohio
$7.96K -$609 -14 -8%
PO
589
Private Ocean
California
$7.81K
CPG
590
Cornerstone Planning Group
New Jersey
$7.75K +$305 +7 +5%
BGAI
591
Bruce G. Allen Investments
Colorado
$7.7K +$6.57K +151 New
SL
592
Salomon & Ludwin
Virginia
$7.6K
S
593
Sachetta
Massachusetts
$7.35K +$6.27K +144 New
ACA
594
Atlas Capital Advisors
Wyoming
$7.24K
OSNBOA
595
Old Second National Bank of Aurora
Illinois
$7.04K
HGERS
596
Householder Group Estate & Retirement Specialist
Arizona
$7K +$87 +2 +1%
WIA
597
Wetzel Investment Advisors
Indiana
$7K +$6.27K +144 New
BIA
598
Bell Investment Advisors
California
$6.84K -$740 -17 -11%
HI
599
Harbour Investments
Wisconsin
$6.63K +$1.96K +45 +53%
LFA
600
LGT Financial Advisors
Texas
$6.17K +$914 +21 +21%

FNF Hedge Fund Activity: Q4 2023 in Review

649 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q4 2023, worth a combined $11.7B — up 26% from $9.27B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new FNF positions and 56 closed out — a net gain of 59 holders — while 206 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $241M. The largest seller was BlackRock, cutting an estimated $73M.

  • 649 institutional investors held Fidelity National Financial (FNF) as of Q4 2023, up from 595 in Q3 2023.
  • Funds reported $11.7B of Fidelity National Financial stock for Q4 2023, up 26% quarter-over-quarter.
  • 115 funds opened new Fidelity National Financial positions in Q4 2023 and 56 closed out, a net change of +59 holders.
  • The largest Fidelity National Financial buyer in Q4 2023 was Morgan Stanley, an estimated $241M added.
  • The largest Fidelity National Financial seller in Q4 2023 was BlackRock, an estimated $73M sold.

Based on aggregated 13F filings for Q4 2023.