We are live on ! Find out more
FG icon

F&G Annuities & Life

226 hedge funds and large institutions have $2.18B invested in F&G Annuities & Life in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 27 increasing their positions, 86 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% less ownership

Funds ownership: 96.22%95.23% (-0.99%)

9% less capital invested

Capital invested by funds: $2.4B → $2.18B (-$220M)

16% less funds holding

Funds holding: 270226 (-44)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 92

69% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 86

98% less call options, than puts

Call options by funds: $9K | Put options by funds: $506K

Holders
226
Holders Change
-44
Holders Change %
-16.3%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
27
Reduced
86
Closed
92
Calls
$9K
Puts
$506K
Net Calls
-$497K
Net Calls Change
-$497K
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
226
Mizuho Markets Americas
New York
-$393K -19,643 Closed
PAM
227
Panagora Asset Management
Massachusetts
-$363K -18,130 Closed
AQR Capital Management
228
AQR Capital Management
Connecticut
-$359K -17,998 Closed
AWM
229
AE Wealth Management
Kansas
-$330K -16,502 Closed
TSW
230
Thompson Siegel & Walmsley
Virginia
-$321K -16,044 -100%
CS
231
Credit Suisse
Switzerland
-$307K -15,324 Closed
PL
232
Parkwood LLC
Ohio
-$303K -15,158 Closed
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
-$301K -15,018 Closed
Envestnet Asset Management
234
Envestnet Asset Management
Illinois
-$286K -14,289 Closed
Treasurer of the State of North Carolina
235
Treasurer of the State of North Carolina
North Carolina
-$256K -12,816 Closed
BGIM
236
Brandywine Global Investment Management
Pennsylvania
-$245K -12,221 Closed
BCM
237
Bridgeway Capital Management
Texas
-$241K -12,034 Closed
SAM
238
Silvercrest Asset Management
New York
-$227K -11,320 Closed
Natixis Advisors
239
Natixis Advisors
Massachusetts
-$209K -10,453 Closed
American Century Companies
240
American Century Companies
Missouri
-$201K -10,021 Closed
National Pension Service
241
National Pension Service
South Korea
-$181K -9,037 Closed
Ensign Peak Advisors
242
Ensign Peak Advisors
Utah
-$127K -6,371 Closed
AIM
243
Achmea Investment Management
Netherlands
-$101K -5,380 Closed
AssetMark Inc
244
AssetMark Inc
California
-$84.2K -4,207 Closed
OPERF
245
Oregon Public Employees Retirement Fund
Oregon
-$80.4K -4,016 Closed
WC
246
Winmill & Co
New York
-$74.8K -3,740 Closed
New York State Teachers Retirement System (NYSTRS)
247
New York State Teachers Retirement System (NYSTRS)
New York
-$64K -3,182 Closed
1832 Asset Management
248
1832 Asset Management
Ontario, Canada
-$47.5K -2,374 Closed
GC
249
Globeflex Capital
California
-$45.3K -2,264 Closed
FFH
250
Fairfax Financial Holdings
Ontario, Canada
-$38.1K -1,904 Closed

FG Hedge Fund Activity: Q1 2023 in Review

226 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2023, worth a combined $2.18B — down 9.2% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of FG and 52 opened new positions — a net loss of 40 holders — while 86 trimmed existing stakes and 27 added.

The largest buyer was Brave Warrior Advisors, adding an estimated $16.1M. The largest seller was Madison Avenue Partners, exiting entirely with an estimated $18.2M sold.

  • 226 institutional investors held F&G Annuities & Life (FG) as of Q1 2023, down from 270 in Q4 2022.
  • Funds reported $2.18B of F&G Annuities & Life stock for Q1 2023, down 9.2% quarter-over-quarter.
  • 52 funds opened new F&G Annuities & Life positions in Q1 2023 and 92 closed out, a net change of -40 holders.
  • The largest F&G Annuities & Life buyer in Q1 2023 was Brave Warrior Advisors, an estimated $16.1M added.
  • The largest F&G Annuities & Life seller in Q1 2023 was Madison Avenue Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2023.