Fidelity Southern Corporation
LION
LION was delisted on the 28th of June, 2019.
118 hedge funds and large institutions have $424M invested in Fidelity Southern Corporation in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 42 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
3% more funds holding
Funds holding: 115 → 118 (+3)
5% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 42
1.69% less ownership
Funds ownership: 69.73% → 68.03% (-1.7%)
18% less capital inflows, than outflows
Capital inflows: $34.2M | Capital outflows: $41.5M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$13M |
| 2 |
Basswood Capital Management
New York
|
+$3.12M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.48M |
| 4 |
IndexIQ Advisors
New York
|
+$2.04M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$16.8M |
| 2 |
Banc Funds Company
Chicago,
Illinois
|
-$6.01M |
| 3 |
Siena Capital Partners
Chicago,
Illinois
|
-$4.93M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.42M |
| 5 |
Curi RMB Capital
Chicago,
Illinois
|
-$1.97M |
LION Hedge Fund Activity: Q1 2018 in Review
118 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Fidelity Southern Corporation (LION) for Q1 2018, worth a combined $424M — up 4% from $408M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LION positions and 9 closed out — a net gain of 3 holders — while 44 added to existing stakes and 42 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $13M. The largest seller was Allianz Asset Management, cutting an estimated $16.8M.
- 118 institutional investors held Fidelity Southern Corporation (LION) as of Q1 2018, up from 115 in Q4 2017.
- Funds reported $424M of Fidelity Southern Corporation stock for Q1 2018, up 4% quarter-over-quarter.
- 12 funds opened new Fidelity Southern Corporation positions in Q1 2018 and 9 closed out, a net change of +3 holders.
- The largest Fidelity Southern Corporation buyer in Q1 2018 was Wellington Management Group, an estimated $13M added.
- The largest Fidelity Southern Corporation seller in Q1 2018 was Allianz Asset Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q1 2018.