Fidelity Southern Corporation
LION
LION was delisted on the 28th of June, 2019.
118 hedge funds and large institutions have $495M invested in Fidelity Southern Corporation in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 16 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
19% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 16
3% more funds holding
Funds holding: 115 → 118 (+3)
5% more capital invested
Capital invested by funds: $472M → $495M (+$22.5M)
0% more call options, than puts
Call options by funds: $2K | Put options by funds: $2K
5% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Castine Capital Management
Boston,
Massachusetts
|
+$22.1M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$13.1M |
| 3 |
Morgan Stanley
New York
|
+$6.63M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.45M |
| 5 |
VI
Versor Investments
New York
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.8M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$11.4M |
| 3 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$5.77M |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$5.61M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.48M |
LION Hedge Fund Activity: Q4 2018 in Review
118 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Fidelity Southern Corporation (LION) for Q4 2018, worth a combined $495M — up 4.8% from $472M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new LION positions and 16 closed out — a net gain of 3 holders — while 37 added to existing stakes and 39 trimmed.
The largest buyer was Castine Capital Management, opening a new position worth an estimated $22.1M. The largest seller was Wellington Management Group, cutting an estimated $24.8M.
- 118 institutional investors held Fidelity Southern Corporation (LION) as of Q4 2018, up from 115 in Q3 2018.
- Funds reported $495M of Fidelity Southern Corporation stock for Q4 2018, up 4.8% quarter-over-quarter.
- 19 funds opened new Fidelity Southern Corporation positions in Q4 2018 and 16 closed out, a net change of +3 holders.
- The largest Fidelity Southern Corporation buyer in Q4 2018 was Castine Capital Management, an estimated $22.1M added.
- The largest Fidelity Southern Corporation seller in Q4 2018 was Wellington Management Group, an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2018.