We are live on ! Find out more
LION

Fidelity Southern Corporation
LION

Delisted

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

117 hedge funds and large institutions have $479M invested in Fidelity Southern Corporation in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

13% more capital invested

Capital invested by funds: $424M → $479M (+$55.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 118117 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
54
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$947K -$21.7K -900 -2%
MAM
52
Martingale Asset Management
Massachusetts
$870K -$2.75M -114,060 -77%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$853K -$4.37K -181 -0.5%
ASRS
54
Arizona State Retirement System
Arizona
$819K -$59K -2,446 -7%
CWM
55
Cahaba Wealth Management
Georgia
$768K +$3.83K +159 +0.5%
Canada Life
56
Canada Life
Manitoba, Canada
$722K -$1.21K -50 -0.2%
O
57
OppenheimerFunds
New York
$691K +$93.7K +3,884 +17%
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$681K
CS
59
Credit Suisse
Switzerland
$659K +$181K +7,525 +41%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$658K
SAM
61
Shell Asset Management
Netherlands
$622K -$31.5K -1,305 -5%
Comerica Bank
62
Comerica Bank
Texas
$603K +$12.1K +501 +2%
SIC
63
Salem Investment Counselors
North Carolina
$593K +$563K +23,345 New
GCAC
64
Guardian Capital Advisors (Canada)
Ontario, Canada
$585K
Connor, Clark & Lunn Investment Management (CC&L)
65
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$464K -$40.1K -1,664 -8%
GJL
66
Gendell Jeffrey L
$452K -$154K -6,385 -26%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$444K +$1.08K +45 +0.3%
QI
68
QS Investors
New York
$439K +$35.1K +1,457 +9%
TL
69
TrueWealth LLC
Georgia
$435K +$413K +17,130 New
AIG
70
American International Group
New York
$430K +$66.7K +2,767 +20%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$386K +$24.1K +1,001 +7%
PAM
72
Panagora Asset Management
Massachusetts
$378K -$374K -15,490 -51%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$373K -$12.4K -514 -3%
TPSF
74
Texas Permanent School Fund
Texas
$364K -$6.22K -258 -2%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$357K +$23.3K +965 +7%

LION Hedge Fund Activity: Q2 2018 in Review

117 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Fidelity Southern Corporation (LION) for Q2 2018, worth a combined $479M — up 13% from $424M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LION and 9 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 54 added.

The largest buyer was Wellington Management Group, adding an estimated $14M. The largest seller was Bank of America, cutting an estimated $7.06M.

  • 117 institutional investors held Fidelity Southern Corporation (LION) as of Q2 2018, down from 118 in Q1 2018.
  • Funds reported $479M of Fidelity Southern Corporation stock for Q2 2018, up 13% quarter-over-quarter.
  • 9 funds opened new Fidelity Southern Corporation positions in Q2 2018 and 10 closed out, a net change of -1 holder.
  • The largest Fidelity Southern Corporation buyer in Q2 2018 was Wellington Management Group, an estimated $14M added.
  • The largest Fidelity Southern Corporation seller in Q2 2018 was Bank of America, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2018.