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
FA
701
FDx Advisors
Illinois
-$231K -4,530 Closed
ARC
702
Advisor Resource Council
Texas
-$228K -4,460 Closed
MA
703
Mezzasalma Advisors
New Jersey
-$218K -4,270 Closed
OQS
704
Occudo Quantitative Strategies
Florida
-$209K -4,101 Closed
LPP
705
Life Planning Partners
Florida
-$181K -3,555 Closed
PS
706
Planned Solutions
California
-$152K -2,975 Closed
AP
707
Americana Partners
Texas
-$301K -2,750 Closed
MSWM
708
McGlone Suttner Wealth Management
Wisconsin
-$131K -2,561 Closed
Walleye Trading
709
Walleye Trading
New York
-$109K -2,139 Closed
CIA
710
Cape Investment Advisory
Georgia
-$104K -2,041 Closed
RFA
711
Resurgent Financial Advisors
Georgia
-$20.8K -407 Closed
AFS
712
Annapolis Financial Services
Maryland
-$15.3K -300 Closed
FWM
713
Focused Wealth Management
New York
-$11.1K -217 Closed
GAMC
714
Garner Asset Management Corp
Texas
-$10K -200 Closed
DAC
715
Dividend Assets Capital
South Carolina
-$5K -100 Closed
ADL
716
Asset Dedication LLC
California
-$5K -94 Closed
GWS
717
Glassman Wealth Services
Virginia
-$4.8K -94 Closed
BBHC
718
Brown Brothers Harriman & Co
New York
-$3.42K -67 Closed
OP
719
ORG Partners
Indiana
-$2.68K -52 Closed
SSB
720
Sandy Spring Bank
Maryland
-$2.09K -41 Closed
LA
721
LM Advisors
California
-$1.38K -27 Closed
LCM
722
Logan Capital Management
Pennsylvania
-$969 -19 Closed
FGAM
723
Financial Gravity Asset Management
Texas
-$533 -12 Closed

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.