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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
AIG
1
American International Group
New York
$9.31B -$395 -16 -0%
Blackstone Inc
2
Blackstone Inc
New York
$1.78B
Capital Research Global Investors
3
Capital Research Global Investors
California
$972M +$75.6M +3,059,354 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$722M +$35M +1,415,265 +6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$680M -$99.6M -4,034,424 -15%
Harris Associates
6
Harris Associates
Illinois
$417M -$39.3M -1,592,455 -10%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$286M +$96.9M +3,922,719 +65%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$286M -$1.2M -48,607 -0.5%
Norges Bank
9
Norges Bank
Norway
$273M -$22.7M -919,546 -9%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$212M +$5.56M +225,283 +3%
State Street
11
State Street
Massachusetts
$182M +$32.6M +1,319,207 +26%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$174M -$24.6M -995,116 -14%
ClearBridge Investments
13
ClearBridge Investments
New York
$124M +$1.65M +66,640 +2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$101M +$2.88M +116,523 +3%
AQR Capital Management
15
AQR Capital Management
Connecticut
$91M +$40.1M +1,625,091 +104%
DSC
16
Donald Smith & Co
New York
$89M +$76.5M +3,098,261 New
DAM
17
Davis Asset Management
California
$86.2M +$24.7M +1,000,000 +50%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$81.2M +$50.6M +2,050,331 +264%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$72.9M +$11.3M +455,889 +22%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$70.7M +$3.86M +156,337 +7%
N
21
Nuveen
North Carolina
$67.7M +$19.9M +804,790 +52%
Two Sigma Investments
22
Two Sigma Investments
New York
$64.5M +$21.1M +853,954 +61%
First Trust Advisors
23
First Trust Advisors
Illinois
$64.4M +$40.6M +1,644,766 +276%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$61.1M -$8.25M -334,237 -14%
Bank of America
25
Bank of America
North Carolina
$60M +$45.4M +1,837,258 +728%

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.