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F&G Annuities & Life

204 hedge funds and large institutions have $5.57B invested in F&G Annuities & Life in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $345K

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

64% more capital invested

Capital invested by funds: $3.39B → $5.57B (+$2.18B)

8% more funds holding

Funds holding: 189204 (+15)

0.2% more ownership

Funds ownership: 96.37%96.57% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
38
Reduced
60
Closed
24
Calls
$1.65M
Puts
$345K
Net Calls
+$1.3M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$2.81M
Two Sigma Advisers
27
Two Sigma Advisers
New York
$2.45M -$1.34M -35,900 -40%
Macquarie Group
28
Macquarie Group
Australia
$1.73M -$131K -3,502 -9%
Swiss National Bank
29
Swiss National Bank
Switzerland
$1.71M -$157K -4,200 -10%
UBS Group
30
UBS Group
Switzerland
$1.68M +$223K +5,971 +20%
Barclays
31
Barclays
United Kingdom
$1.61M +$848K +22,739 +186%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.58M -$239K -6,411 -16%
AIM
33
Allen Investment Management
New York
$1.54M +$18K +483 +1%
Bank of America
34
Bank of America
North Carolina
$1.43M +$474K +12,710 +69%
Wells Fargo
35
Wells Fargo
California
$1.41M -$77.6K -2,081 -6%
SPS
36
Susquehanna Portfolio Strategies
Pennsylvania
$1.4M +$1.14M +30,491 New
Jane Street
37
Jane Street
New York
$1.36M +$1.1M +29,568 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.29M +$27K +723 +3%
GAM
39
Gotham Asset Management
New York
$1.23M -$114K -3,055 -10%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.2M -$818K -21,932 -46%
CS
41
Credit Suisse
Switzerland
$1.1M -$139K -3,737 -13%
AllianceBernstein
42
AllianceBernstein
Tennessee
$971K -$38.8K -1,040 -5%
CGA
43
Crescent Grove Advisors
Illinois
$943K +$105K +2,822 +16%
VHAM
44
Van Hulzen Asset Management
California
$939K +$761K +20,410 New
AMCA
45
Arthur M. Cohen & Associates
Illinois
$922K +$262K +7,035 +54%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$922K -$32K -857 -4%
APCM
47
Arbiter Partners Capital Management
New York
$918K -$824K -22,103 -53%
RJA
48
Raymond James & Associates
Florida
$836K -$90.2K -2,419 -12%
Legal & General Group
49
Legal & General Group
United Kingdom
$813K -$23.2K -621 -3%
CAM
50
Carret Asset Management
New York
$802K -$2.01K -54 -0.3%

FG Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q4 2023, worth a combined $5.57B — up 64% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FG positions and 24 closed out — a net gain of 17 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.9M. The largest seller was Brave Warrior Advisors, cutting an estimated $17.6M.

  • 204 institutional investors held F&G Annuities & Life (FG) as of Q4 2023, up from 189 in Q3 2023.
  • Funds reported $5.57B of F&G Annuities & Life stock for Q4 2023, up 64% quarter-over-quarter.
  • 41 funds opened new F&G Annuities & Life positions in Q4 2023 and 24 closed out, a net change of +17 holders.
  • The largest F&G Annuities & Life buyer in Q4 2023 was Vanguard Group, an estimated $14.9M added.
  • The largest F&G Annuities & Life seller in Q4 2023 was Brave Warrior Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2023.