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F&G Annuities & Life
FG

200 hedge funds and large institutions have $5.39B invested in F&G Annuities & Life in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $460K

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1% more funds holding

Funds holding: 198 → 200 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 95.69% → 95.63% (-0.07%)

7% less capital invested

Capital invested by funds: $5.8B → $5.39B (-$410M)

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
59
Reduced
38
Closed
27
Calls
$1.22M
Puts
$460K
Net Calls
+$756K
Net Calls Change
-$31K

Top Buyers

Rank Fund Capital Flow
1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$5.89M
2
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$2.74M
3
AA
Ancora Advisors
Ohio
+$2.71M
4
American Century Companies
American Century Companies
Missouri
+$2.45M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2M

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$24.6M
2
KCM
Kennedy Capital Management
Missouri
-$3.8M
3
Jane Street
Jane Street
New York
-$1.75M
4
PAM
Panagora Asset Management
Massachusetts
-$934K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.16M +$377K +9,100 +23%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.05M +$739K +17,845 +63%
UBS AM
28
UBS AM
Illinois
$1.92M -$317K -7,664 -15%
Barclays
29
Barclays
United Kingdom
$1.9M +$1.48M +35,750 +528%
Invesco
30
Invesco
Georgia
$1.88M +$82.3K +1,989 +5%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$1.79M +$583K +14,076 +54%
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.66M – – –
Macquarie Group
33
Macquarie Group
Australia
$1.66M – – –
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.61M -$377K -9,100 -20%
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.52M -$18.4K -444 -1%
AIM
36
Allen Investment Management
New York
$1.49M – – –
UBS Group
37
UBS Group
Switzerland
$1.48M +$89.9K +2,171 +7%
AMCA
38
Arthur M. Cohen & Associates
Illinois
$1.47M +$30K +725 +2%
VHAM
39
Van Hulzen Asset Management
California
$1.36M +$72.8K +1,759 +6%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$1.3M -$275K -6,644 -19%
GAM
41
Gotham Asset Management
New York
$1.3M +$15.8K +382 +1%
DA
42
Denali Advisors
California
$1.26M +$464K +11,209 +66%
Wells Fargo
43
Wells Fargo
California
$1.16M -$54.7K -1,322 -5%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$1.15M +$567K +13,700 +114%
CGA
45
Crescent Grove Advisors
Illinois
$1.11M +$180K +4,341 +21%
Ameriprise
46
Ameriprise
Minnesota
$1.1M +$782K +18,899 +336%
CastleKeep Investment Advisors
47
CastleKeep Investment Advisors
Connecticut
$1.05M +$12K +291 +1%
Citigroup
48
Citigroup
New York
$988K +$588K +14,206 +180%
CAWM
49
Capital Advisors Wealth Management
Washington
$866K +$5.75K +139 +0.7%
Legal & General Group
50
Legal & General Group
United Kingdom
$862K +$20.7K +500 +3%
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FG Hedge Fund Activity: Q3 2024 in Review

200 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q3 2024, worth a combined $5.39B — down 7.1% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FG positions and 27 closed out — a net gain of 4 holders — while 59 added to existing stakes and 38 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Brave Warrior Advisors, cutting an estimated $24.6M.

  • 200 institutional investors held F&G Annuities & Life (FG) as of Q3 2024, up from 198 in Q2 2024.
  • Funds reported $5.39B of F&G Annuities & Life stock for Q3 2024, down 7.1% quarter-over-quarter.
  • 31 funds opened new F&G Annuities & Life positions in Q3 2024 and 27 closed out, a net change of +4 holders.
  • The largest F&G Annuities & Life buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $5.89M added.
  • The largest F&G Annuities & Life seller in Q3 2024 was Brave Warrior Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.