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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
ATC
576
Adirondack Trust Company
New York
$21.2K
RTC
577
Riverview Trust Company
Washington
$20.9K +$19.9K +394 New
LFG
578
Larson Financial Group
Missouri
$20.4K +$6.25K +124 +48%
HI
579
Harbour Investments
Wisconsin
$20.1K +$12.5K +248 +191%
HCP
580
Hexagon Capital Partners
Arkansas
$19.5K -$907 -18 -5%
CT
581
Colonial Trust
South Carolina
$19.4K -$554 -11 -3%
TIM
582
Thompson Investment Management
Wisconsin
$18.9K
SIC
583
Salem Investment Counselors
North Carolina
$18.9K
HBW
584
Hazlett, Burt & Watson
West Virginia
$18K
ZB
585
Zions Bancorporation
Utah
$15.2K
GM
586
GeoWealth Management
Illinois
$15.1K +$14.4K +285 New
Bessemer Group
587
Bessemer Group
New Jersey
$15K
FSWA
588
Financial Synergies Wealth Advisors
Texas
$13.9K +$13.2K +262 New
PGAM
589
Princeton Global Asset Management
New Jersey
$13.8K
NBT
590
Northwest Bank & Trust
Iowa
$13.8K
GA
591
GoalVest Advisory
New York
$13.3K +$7.56K +150 +150%
1832 Asset Management
592
1832 Asset Management
Ontario, Canada
$13K
CFO
593
CVA Family Office
Colorado
$13K
WTC
594
WhitTier Trust Company
Nevada
$12.8K
BHWM
595
Beaird Harris Wealth Management
Texas
$11.2K
APW
596
Acima Private Wealth
Virginia
$10.6K
DSC
597
Duncker Streett & Co
Missouri
$9.88K
QL
598
Quarry LP
New York
$9.13K -$1.56K -31 -15%
CAL
599
Capital Advisors Ltd
Ohio
$9K
MPWT
600
MassMutual Private Wealth & Trust
Connecticut
$8.97K

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.