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LION

Fidelity Southern Corporation
LION

Delisted

LION was delisted on the 28th of June, 2019.

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85 hedge funds and large institutions have $208M invested in Fidelity Southern Corporation in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $187M → $208M (+$20.5M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 87 → 85 (-2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
33
Reduced
26
Closed
6
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
-$110K

Top Buyers

Rank Fund Capital Flow
1
JAM
Jacobs Asset Management
New York
+$3.32M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.63M
3
NI
Numeric Investors
Massachusetts
+$2.15M
4
SCM
Sterling Capital Management
North Carolina
+$1.58M
5
AC
Allstate Corporation
Illinois
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$17.5M
2
EC
EJF Capital
Virginia
-$1.44M
3
GJL
Gendell Jeffrey L
-$909K
4
CRC
Curi RMB Capital
Illinois
-$689K
5
BFC
Banc Funds Company
Illinois
-$455K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.68M +$73.1K +4,824 +5%
NFA
27
Nationwide Fund Advisors
Ohio
$1.46M +$690K +45,528 +102%
Wells Fargo
28
Wells Fargo
California
$1.39M -$17.6K -1,164 -1%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$1.27M +$36.9K +2,436 +3%
Deutsche Bank
30
Deutsche Bank
Germany
$1.25M +$582K +38,369 +98%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.23M +$78.6K +5,183 +7%
TCIM
32
TIAA CREF Investment Management
New York
$1.18M +$15.1K +998 +1%
Citadel Advisors
33
Citadel Advisors
Florida
$1.15M +$476K +31,388 +78%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.12M -$47.4K -3,130 -4%
Morgan Stanley
35
Morgan Stanley
New York
$1.12M +$166K +10,921 +19%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.09M +$617K +40,723 +149%
FCM
37
FJ Capital Management
Virginia
$982K – – –
Prudential Financial
38
Prudential Financial
New Jersey
$974K +$615K +40,598 +204%
BCM
39
Buckhead Capital Management
Georgia
$941K – – –
CRC
40
Curi RMB Capital
Illinois
$879K -$689K -45,459 -45%
BIM
41
BlackRock Investment Management
Delaware
$876K -$5.17K -341 -0.6%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$752K +$471K +31,100 +200%
GF
43
Gabelli Funds
New York
$711K – – –
Federated Hermes
44
Federated Hermes
Pennsylvania
$705K +$623K +41,136 +1,580%
DCM
45
Dupont Capital Management
Delaware
$702K – – –
MAM
46
Martingale Asset Management
Massachusetts
$677K -$183K -12,054 -22%
GI
47
GAMCO Investors
Connecticut
$626K – – –
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$493K +$1.99K +131 +0.4%
QI
49
Quotient Investors
New York
$483K +$455K +30,000 New
Charles Schwab
50
Charles Schwab
California
$459K – – –
1
2
3 4

LION Hedge Fund Activity: Q4 2014 in Review

85 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Fidelity Southern Corporation (LION) for Q4 2014, worth a combined $208M — up 11% from $187M a quarter earlier.

Fund positioning in LION was balanced in Q4 2014: 6 funds opened new positions, 6 closed out, 33 added to existing stakes and 26 trimmed.

The largest buyer was Jacobs Asset Management, adding an estimated $3.32M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $17.5M sold.

  • 85 institutional investors held Fidelity Southern Corporation (LION) as of Q4 2014, down from 87 in Q3 2014.
  • Funds reported $208M of Fidelity Southern Corporation stock for Q4 2014, up 11% quarter-over-quarter.
  • 6 funds opened new Fidelity Southern Corporation positions in Q4 2014 and 6 closed out, a net change of 0 holders.
  • The largest Fidelity Southern Corporation buyer in Q4 2014 was Jacobs Asset Management, an estimated $3.32M added.
  • The largest Fidelity Southern Corporation seller in Q4 2014 was Basswood Capital Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2014.