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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
CB
601
Centennial Bank
Arkansas
$6.12K +$5.22K +120 New
AW
602
Avion Wealth
Texas
$6K -$784 -18 -14%
PB
603
Pinnacle Bancorp
Nebraska
$5.97K
PWMG
604
Private Wealth Management Group
New Jersey
$5.41K +$4.61K +106 New
GA
605
GoalVest Advisory
New York
$5.1K +$4.35K +100 New
DAC
606
Dividend Assets Capital
South Carolina
$5K
NS
607
NBC Securities
Alabama
$5K
ADL
608
Asset Dedication LLC
California
$5K +$4.09K +94 New
FFO
609
Fortitude Family Office
Arizona
$4.95K +$4.22K +97 New
GWS
610
Glassman Wealth Services
Virginia
$4.8K +$174 +4 +4%
NSG
611
Nalls Sherbakoff Group
Tennessee
$4.75K
SJIM
612
St. Johns Investment Management
Florida
$4.59K
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$4.08K
SIC
614
SJS Investment Consulting
Ohio
$4.08K +$522 +12 +18%
PFBT
615
Parkside Financial Bank & Trust
Missouri
$3.57K
BBHC
616
Brown Brothers Harriman & Co
New York
$3.42K +$2.92K +67 New
JWM
617
Janiczek Wealth Management
Colorado
$3.37K -$4.09K -94 -59%
DAM
618
Delta Asset Management
Tennessee
$3.32K +$2.83K +65 New
SFA
619
Semmax Financial Advisors
North Carolina
$3.18K
Jones Financial Companies
620
Jones Financial Companies
Missouri
$3.11K +$1.65K +38 +165%
DPW
621
DiNuzzo Private Wealth
Pennsylvania
$2.76K +$2.35K +54 New
OP
622
ORG Partners
Indiana
$2.68K -$2.05K -47 -47%
PSB
623
Piscataqua Savings Bank
New Hampshire
$2.55K
SIS
624
Sound Income Strategies
Florida
$2.55K +$1.74K +40 +400%
CAS
625
Coppell Advisory Solutions
Texas
$2.41K +$1.78K +41 +683%

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.