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LION

Fidelity Southern Corporation
LION

Delisted

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

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115 hedge funds and large institutions have $408M invested in Fidelity Southern Corporation in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 35

4% more funds holding

Funds holding: 111 → 115 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $440M → $408M (-$31.9M)

Holders
115
Holders Change
+4
Holders Change %
+3.6%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
43
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$3.78M
2
CRC
Curi RMB Capital
Illinois
+$3.65M
3
BFC
Banc Funds Company
Illinois
+$2.74M
4
BlackRock
BlackRock
New York
+$2.61M
5
State Street
State Street
Massachusetts
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.6M
2
NFA
Nationwide Fund Advisors
Ohio
-$2.68M
3
BPM
Bowling Portfolio Management
Ohio
-$1.41M
4
Invesco
Invesco
Georgia
-$992K
5
Prudential Financial
Prudential Financial
New Jersey
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$2.9M -$351K -15,876 -11%
Goldman Sachs
27
Goldman Sachs
New York
$2.27M +$231K +10,478 +11%
PPA
28
Parametric Portfolio Associates
Washington
$2.04M +$266K +12,034 +15%
Charles Schwab
29
Charles Schwab
California
$2M +$239K +10,813 +13%
TCIM
30
TIAA CREF Investment Management
New York
$1.85M +$134K +6,049 +8%
RA
31
Royce & Associates
New York
$1.69M -$197K -8,899 -10%
Citadel Advisors
32
Citadel Advisors
Florida
$1.57M +$211K +9,540 +15%
Morgan Stanley
33
Morgan Stanley
New York
$1.56M +$263K +11,925 +20%
GJL
34
Gendell Jeffrey L
$1.44M – – –
Invesco
35
Invesco
Georgia
$1.37M -$992K -44,890 -42%
BWA
36
BDO Wealth Advisors
Florida
$1.26M – – –
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$1.25M +$1.27M +57,528 New
Assenagon Asset Management
38
Assenagon Asset Management
Luxembourg
$1.2M +$1.22M +55,090 New
Deutsche Bank
39
Deutsche Bank
Germany
$1.2M +$635K +28,731 +109%
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$1.2M – – –
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$1.17M -$363K -16,421 -24%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.14M +$13.1K +594 +1%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$1.08M +$165K +7,452 +18%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.03M -$283K -12,800 -21%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.02M -$135K -6,100 -12%
PAM
46
Panagora Asset Management
Massachusetts
$1.02M -$353K -15,971 -26%
GI
47
GAMCO Investors
Connecticut
$992K – – –
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$982K – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$974K – – –
SCM
50
Sterling Capital Management
North Carolina
$966K +$17.7K +802 +2%
1
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LION Hedge Fund Activity: Q4 2017 in Review

115 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Fidelity Southern Corporation (LION) for Q4 2017, worth a combined $408M — down 7.3% from $440M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new LION positions and 6 closed out — a net gain of 4 holders — while 43 added to existing stakes and 35 trimmed.

The largest buyer was Mendon Capital Advisors, adding an estimated $3.78M. The largest seller was Wellington Management Group, cutting an estimated $14.6M.

  • 115 institutional investors held Fidelity Southern Corporation (LION) as of Q4 2017, up from 111 in Q3 2017.
  • Funds reported $408M of Fidelity Southern Corporation stock for Q4 2017, down 7.3% quarter-over-quarter.
  • 10 funds opened new Fidelity Southern Corporation positions in Q4 2017 and 6 closed out, a net change of +4 holders.
  • The largest Fidelity Southern Corporation buyer in Q4 2017 was Mendon Capital Advisors, an estimated $3.78M added.
  • The largest Fidelity Southern Corporation seller in Q4 2017 was Wellington Management Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.