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Corebridge Financial

322 hedge funds and large institutions have $18.1B invested in Corebridge Financial in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 95 increasing their positions, 77 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 44

34% more capital invested

Capital invested by funds: $13.5B → $18.1B (+$4.62B)

30% more funds holding

Funds holding: 248322 (+74)

23% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 77

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.38% more ownership

Funds ownership: 98.97%101.36% (+2.4%)

60% less call options, than puts

Call options by funds: $52.6M | Put options by funds: $132M

Holders
322
Holders Change
+74
Holders Change %
+29.84%
% of All Funds
4.64%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
119
Increased
95
Reduced
77
Closed
44
Calls
$52.6M
Puts
$132M
Net Calls
-$79.4M
Net Calls Change
-$77.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$221K +$63.7K +2,580 +50%
FHB
252
First Hawaiian Bank
Hawaii
$221K +$190K +7,687 New
KAS
253
Kestra Advisory Services
Texas
$220K +$189K +7,655 New
DCM
254
DGS Capital Management
New Jersey
$218K +$188K +7,597 New
SIM
255
Sandia Investment Management
Massachusetts
$215K -$432K -17,500 -70%
UCFA
256
United Capital Financial Advisors
Texas
$214K +$184K +7,453 New
HFM
257
Harvest Fund Management
China
$192K +$165K +6,670 New
IA
258
IFP Advisors
Florida
$178K +$153K +6,203 New
OA
259
Operose Advisors
Wisconsin
$172K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
260
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$132K +$113K +4,585 New
MIM
261
MetLife Investment Management
New Jersey
$127K -$840 -34 -0.8%
C
262
Covestor
United Kingdom
$119K -$23.9K -968 -19%
Loomis, Sayles & Company
263
Loomis, Sayles & Company
Massachusetts
$114K -$56.5K -2,289 -37%
VI
264
Vestcor Inc
New Brunswick, Canada
$114K +$97.9K +3,965 New
UB
265
UMB Bank
Missouri
$106K
UM
266
UniSuper Management
Australia
$103K +$88.9K +3,600 New
PIM
267
Plato Investment Management
Australia
$100K +$86K +3,484 New
PA
268
Parallel Advisors
California
$84.2K +$72.4K +2,931 New
RIM
269
Rakuten Investment Management
Japan
$83.5K +$53.3K +2,158 +289%
OAM
270
Ostrum Asset Management
France
$76.3K +$65.6K +2,657 New
CFB
271
Cullen/Frost Bankers
Texas
$66.1K
SPIA
272
Steward Partners Investment Advisory
New York
$62.5K -$3.09K -125 -5%
Credit Agricole
273
Credit Agricole
France
$61.8K +$5.75M +232,652 New
VC
274
Vestor Capital
Illinois
$57K
PNC Financial Services Group
275
PNC Financial Services Group
Pennsylvania
$56.3K +$3.98K +161 +9%

CRBG Hedge Fund Activity: Q1 2024 in Review

322 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Corebridge Financial (CRBG) for Q1 2024, worth a combined $18.1B — up 34% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new CRBG positions and 44 closed out — a net gain of 75 holders — while 95 added to existing stakes and 77 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $96.9M. The largest seller was Marshall Wace, cutting an estimated $156M.

  • 322 institutional investors held Corebridge Financial (CRBG) as of Q1 2024, up from 248 in Q4 2023.
  • Funds reported $18.1B of Corebridge Financial stock for Q1 2024, up 34% quarter-over-quarter.
  • 119 funds opened new Corebridge Financial positions in Q1 2024 and 44 closed out, a net change of +75 holders.
  • The largest Corebridge Financial buyer in Q1 2024 was Massachusetts Financial Services, an estimated $96.9M added.
  • The largest Corebridge Financial seller in Q1 2024 was Marshall Wace, an estimated $156M sold.

Based on aggregated 13F filings for Q1 2024.