We are live on ! Find out more
LION

Fidelity Southern Corporation
LION

Delisted

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

115 hedge funds and large institutions have $414M invested in Fidelity Southern Corporation in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,700% more call options, than puts

Call options by funds: $296K | Put options by funds: $2K

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% more capital invested

Capital invested by funds: $404M → $414M (+$9.99M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1% less funds holding

Funds holding: 116115 (-1)

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
58
Reduced
26
Closed
11
Calls
$296K
Puts
$2K
Net Calls
+$294K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$60.4M +$443K +20,027 +0.8%
BFC
2
Banc Funds Company
Illinois
$32.4M -$3.38M -153,008 -10%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.4M +$2.64M +119,443 +9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$28M +$4.72M +213,703 +21%
Allianz Asset Management
5
Allianz Asset Management
Germany
$27.3M +$830K +37,566 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$26.7M +$1.08M +49,026 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$24.3M -$70.7K -3,200 -0.3%
State Street
8
State Street
Massachusetts
$10.5M +$442K +19,985 +5%
MCA
9
Mendon Capital Advisors
Florida
$10.5M
JP Morgan Chase
10
JP Morgan Chase
New York
$9.47M -$7.51M -339,726 -45%
Bank of America
11
Bank of America
North Carolina
$9.43M -$335K -15,134 -4%
CRC
12
Curi RMB Capital
Illinois
$9.4M +$369K +16,700 +4%
Prudential Financial
13
Prudential Financial
New Jersey
$8.99M +$523K +23,640 +6%
SCP
14
Siena Capital Partners
Illinois
$6.27M
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.1M -$16.5K -745 -0.3%
FP
16
Foundry Partners
Minnesota
$5.98M +$678K +30,675 +13%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.98M +$145K +6,545 +3%
Northern Trust
18
Northern Trust
Illinois
$5.81M -$23.1K -1,045 -0.4%
BCM
19
BHZ Capital Management
California
$4.62M +$669K +30,276 +18%
CCM
20
Cutler Capital Management
Massachusetts
$4.27M +$133K +6,000 +3%
Ameriprise
21
Ameriprise
Minnesota
$4.2M +$1.45M +65,544 +55%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.71M +$31.9K +1,445 +0.9%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.21M +$536K +24,224 +21%
Wells Fargo
24
Wells Fargo
California
$3.04M +$285K +12,894 +11%
BCM
25
Bridgeway Capital Management
Texas
$2.72M +$1.8M +81,400 +216%

LION Hedge Fund Activity: Q2 2017 in Review

115 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Fidelity Southern Corporation (LION) for Q2 2017, worth a combined $414M — up 2.5% from $404M a quarter earlier.

Fund positioning in LION was balanced in Q2 2017: 11 funds opened new positions, 11 closed out, 58 added to existing stakes and 26 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $4.72M. The largest seller was JP Morgan Chase, cutting an estimated $7.51M.

  • 115 institutional investors held Fidelity Southern Corporation (LION) as of Q2 2017, down from 116 in Q1 2017.
  • Funds reported $414M of Fidelity Southern Corporation stock for Q2 2017, up 2.5% quarter-over-quarter.
  • 11 funds opened new Fidelity Southern Corporation positions in Q2 2017 and 11 closed out, a net change of 0 holders.
  • The largest Fidelity Southern Corporation buyer in Q2 2017 was Wellington Management Group, an estimated $4.72M added.
  • The largest Fidelity Southern Corporation seller in Q2 2017 was JP Morgan Chase, an estimated $7.51M sold.

Based on aggregated 13F filings for Q2 2017.