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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
HF
26
HRT Financial
New York
$1.37M -$666K -33,259 -31%
Northern Trust
27
Northern Trust
Illinois
$1.31M -$137K -6,845 -9%
ECM
28
ExodusPoint Capital Management
New York
$1.18M +$1.31M +65,228 New
Squarepoint
29
Squarepoint
New York
$1.1M +$1.21M +60,458 New
Legal & General Group
30
Legal & General Group
United Kingdom
$987K -$159K -7,937 -13%
N
31
Nuveen
North Carolina
$882K -$387K -19,327 -28%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$839K -$109K -5,437 -11%
A
33
AustralianSuper
Australia
$835K -$20 -1 -0%
Goldman Sachs
34
Goldman Sachs
New York
$820K -$164K -8,184 -15%
Macquarie Group
35
Macquarie Group
Australia
$755K -$165K -8,255 -17%
Jane Street
36
Jane Street
New York
$726K -$1.77M -88,193 -69%
Bank of America
37
Bank of America
North Carolina
$721K -$449K -22,425 -36%
Barclays
38
Barclays
United Kingdom
$638K +$624K +31,154 +771%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$510K -$393K -19,628 -41%
JF
40
Jump Financial
Illinois
$469K +$518K +25,864 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$456K -$500K -24,973 -50%
JP Morgan Chase
42
JP Morgan Chase
New York
$446K -$22.6K -1,128 -4%
SSA
43
Schonfeld Strategic Advisors
New York
$446K +$493K +24,594 New
RJA
44
Raymond James & Associates
Florida
$443K -$62.2K -3,106 -11%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$427K +$474K +23,673 New
Wells Fargo
46
Wells Fargo
California
$427K -$64.3K -3,209 -12%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$415K +$37.1K +1,853 +9%
CCM
48
Community Capital Management
Florida
$393K +$19.3K +964 +5%
LSV Asset Management
49
LSV Asset Management
Illinois
$385K
CGA
50
Crescent Grove Advisors
Illinois
$378K

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.