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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
BGAI
601
Bruce G. Allen Investments
Colorado
$8.81K +$756 +15 +10%
PP
602
Pingora Partners
Wyoming
$8.76K +$8.31K +165 New
SA
603
Scarborough Advisors
Maryland
$8.54K +$50 +1 +0.6%
RFG
604
REAP Financial Group
Texas
$8.19K -$47.5K -943 -86%
PO
605
Private Ocean
California
$8.12K
CA
606
Clearstead Advisors
Ohio
$8.02K
GI
607
Gradient Investments
Minnesota
$7.9K -$7.21K -143 -49%
HGERS
608
Householder Group Estate & Retirement Specialist
Arizona
$7.46K +$50 +1 +0.7%
S
609
Sachetta
Massachusetts
$7.35K
OSNBOA
610
Old Second National Bank of Aurora
Illinois
$7.33K
BIA
611
Bell Investment Advisors
California
$7.12K
SS
612
Sunbelt Securities
Texas
$7.03K +$5.04K +100 +313%
ETC
613
Exchange Traded Concepts
Oklahoma
$6.9K +$6.55K +130 New
WIA
614
Wetzel Investment Advisors
Indiana
$6.85K
CPG
615
Cornerstone Planning Group
New Jersey
$6.7K -$1.11K -22 -14%
LFA
616
LGT Financial Advisors
Texas
$6.42K
CB
617
Centennial Bank
Arkansas
$6.37K
NS
618
NBC Securities
Alabama
$6K
AW
619
Avion Wealth
Texas
$6K +$50 +1 +0.9%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$5.89K +$2.07K +41 +59%
GJWM
621
Gilliland Jeter Wealth Management
Arkansas
$5.89K +$5.59K +111 New
AFWM
622
Abich Financial Wealth Management
Virginia
$5.68K -$46K -912 -89%
PWMG
623
Private Wealth Management Group
New Jersey
$5.63K
FIM
624
FWL Investment Management
Texas
$5.31K +$5.04K +100 New
TWC
625
TD Waterhouse Canada
Ontario, Canada
$5.2K +$5.04K +100 New

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.