We are live on ! Find out more
FG icon

F&G Annuities & Life

194 hedge funds and large institutions have $3B invested in F&G Annuities & Life in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $2.18B → $3B (+$821M)

0.65% more ownership

Funds ownership: 95.23%95.88% (+0.65%)

14% less funds holding

Funds holding: 226194 (-32)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 59

62% less call options, than puts

Call options by funds: $312K | Put options by funds: $812K

Holders
194
Holders Change
-32
Holders Change %
-14.16%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
42
Reduced
52
Closed
59
Calls
$312K
Puts
$812K
Net Calls
-$500K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$1.73M -$420K -21,445 -24%
Two Sigma Investments
27
Two Sigma Investments
New York
$1.5M -$2.22M -113,202 -65%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$1.38M +$1.09M +55,549 New
JP Morgan Chase
29
JP Morgan Chase
New York
$1.1M +$391K +19,936 +81%
PAM
30
Panagora Asset Management
Massachusetts
$1.05M +$833K +42,520 New
APCM
31
Arbiter Partners Capital Management
New York
$1.04M -$1.29M -66,065 -61%
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.02M +$810K +41,300 New
Macquarie Group
33
Macquarie Group
Australia
$1.02M -$11.7K -598 -1%
Goldman Sachs
34
Goldman Sachs
New York
$909K -$168K -8,572 -19%
Wells Fargo
35
Wells Fargo
California
$830K +$194K +9,914 +42%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$804K -$1.36M -69,131 -68%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$784K +$68.6K +3,501 +12%
GAM
38
Gotham Asset Management
New York
$742K +$228K +11,632 +64%
Millennium Management
39
Millennium Management
New York
$736K -$2.21M -112,558 -79%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$610K +$33.5K +1,709 +7%
RJA
41
Raymond James & Associates
Florida
$581K -$19.3K -986 -4%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$568K +$318K +16,203 +241%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$555K -$54.7K -2,792 -11%
LSV Asset Management
44
LSV Asset Management
Illinois
$526K
First Trust Advisors
45
First Trust Advisors
Illinois
$526K +$416K +21,224 New
CGA
46
Crescent Grove Advisors
Illinois
$517K
SO
47
STRS Ohio
Ohio
$495K +$392K +20,000 New
CS
48
Credit Suisse
Switzerland
$491K +$389K +19,821 New
NA
49
NewEdge Advisors
Louisiana
$487K +$95K +4,847 +33%
UM
50
Ulysses Management
New York
$464K

FG Hedge Fund Activity: Q2 2023 in Review

194 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2023, worth a combined $3B — up 38% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FG and 28 opened new positions — a net loss of 31 holders — while 52 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $9.76M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.

  • 194 institutional investors held F&G Annuities & Life (FG) as of Q2 2023, down from 226 in Q1 2023.
  • Funds reported $3B of F&G Annuities & Life stock for Q2 2023, up 38% quarter-over-quarter.
  • 28 funds opened new F&G Annuities & Life positions in Q2 2023 and 59 closed out, a net change of -31 holders.
  • The largest F&G Annuities & Life buyer in Q2 2023 was BlackRock, an estimated $9.76M added.
  • The largest F&G Annuities & Life seller in Q2 2023 was Citadel Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2023.