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Fidelity National Financial

385 hedge funds and large institutions have $10.2B invested in Fidelity National Financial in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $1.5M

13% more capital invested

Capital invested by funds: $9.05B → $10.2B (+$1.16B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

4% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 47

9% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 132

2% less funds holding

Funds holding: 393385 (-8)

2.84% less ownership

Funds ownership: 123.24%120.4% (-2.8%)

Holders
385
Holders Change
-8
Holders Change %
-2.04%
% of All Funds
9.6%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.37%
New
45
Increased
120
Reduced
132
Closed
47
Calls
$4.05M
Puts
$1.5M
Net Calls
+$2.55M
Net Calls Change
+$609K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B +$6.33M +219,606 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$988M +$17.2M +596,095 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$797M +$290M +10,082,882 +65%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$648M +$28.6M +993,091 +5%
BlackRock
5
BlackRock
New York
$648M -$10.2M -353,939 -2%
Harris Associates
6
Harris Associates
Illinois
$596M -$61.2K -2,125 -0%
OAG
7
Orbis Allan Gray
Bermuda
$268M -$6.11M -212,155 -2%
AllianceBernstein
8
AllianceBernstein
Tennessee
$267M +$54.1M +1,878,096 +28%
State Street
9
State Street
Massachusetts
$255M -$8.69M -301,523 -4%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$246M +$1.12M +38,715 +0.5%
EC
11
Eminence Capital
New York
$196M -$52.3M -1,813,742 -22%
Victory Capital Management
12
Victory Capital Management
Texas
$194M +$169M +5,876,179 +1,675%
O
13
OppenheimerFunds
New York
$193M -$33.1M -1,148,105 -16%
Wells Fargo
14
Wells Fargo
California
$189M +$6.92M +240,180 +4%
Norges Bank
15
Norges Bank
Norway
$163M +$4.98M +172,792 +3%
DC
16
Davenport & Co
Virginia
$146M +$5.9M +204,644 +5%
CB
17
Cooke & Bieler
Pennsylvania
$133M -$3.48M -120,691 -3%
SCM
18
Scopia Capital Management
New York
$130M -$13.5M -467,002 -10%
WCM
19
Wedge Capital Management
North Carolina
$129M -$5.97M -207,331 -5%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$113M +$5.16M +179,138 +5%
TSW
21
Thompson Siegel & Walmsley
Virginia
$109M -$49.5M -1,718,265 -33%
CIM
22
Confluence Investment Management
Missouri
$101M +$2.68M +93,074 +3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$95M +$2.67M +92,635 +3%
TGHSA
24
TPG Group Holdings (SBS) Advisors
Texas
$93.3M -$2.07M -72,020 -2%
CC
25
Cannell & Co
New York
$82.2M +$4.87M +169,211 +7%

FNF Hedge Fund Activity: Q2 2017 in Review

385 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity National Financial (FNF) for Q2 2017, worth a combined $10.2B — up 13% from $9.05B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FNF and 45 opened new positions — a net loss of 2 holders — while 132 trimmed existing stakes and 120 added.

The largest buyer was Principal Financial Group, adding an estimated $290M. The largest seller was APG Asset Management, exiting entirely with an estimated $96M sold.

  • 385 institutional investors held Fidelity National Financial (FNF) as of Q2 2017, down from 393 in Q1 2017.
  • Funds reported $10.2B of Fidelity National Financial stock for Q2 2017, up 13% quarter-over-quarter.
  • 45 funds opened new Fidelity National Financial positions in Q2 2017 and 47 closed out, a net change of -2 holders.
  • The largest Fidelity National Financial buyer in Q2 2017 was Principal Financial Group, an estimated $290M added.
  • The largest Fidelity National Financial seller in Q2 2017 was APG Asset Management, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2017.