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F&G Annuities & Life
FG

205 hedge funds and large institutions have $5B invested in F&G Annuities & Life in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $381K

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

3% more funds holding

Funds holding: 200 → 205 (+5)

0.22% more ownership

Funds ownership: 95.63% → 95.84% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $5.39B → $5B (-$388M)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
55
Reduced
50
Closed
21
Calls
$1.04M
Puts
$381K
Net Calls
+$655K
Net Calls Change
-$101K

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$2.47M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.85M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.7M
4
Millennium Management
Millennium Management
New York
+$1.68M
5
Norges Bank
Norges Bank
Norway
+$951K

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$2.45M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.79M
3
Morgan Stanley
Morgan Stanley
New York
-$1.44M
4
BlackRock
BlackRock
New York
-$1.34M
5
KCM
Kennedy Capital Management
Missouri
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$3.33M – – –
Fidelity Investments
27
Fidelity Investments
Massachusetts
$2.66M +$5.15K +117 +0.2%
UBS Group
28
UBS Group
Switzerland
$2.21M +$896K +20,342 +61%
Renaissance Technologies
29
Renaissance Technologies
New York
$2.09M +$92.5K +2,100 +4%
Millennium Management
30
Millennium Management
New York
$2.09M +$1.68M +38,185 +312%
UBS AM
31
UBS AM
Illinois
$2.07M +$312K +7,076 +16%
Barclays
32
Barclays
United Kingdom
$1.9M +$146K +3,322 +8%
CastleKeep Investment Advisors
33
CastleKeep Investment Advisors
Connecticut
$1.72M +$786K +17,854 +76%
Invesco
34
Invesco
Georgia
$1.58M -$174K -3,959 -9%
Swiss National Bank
35
Swiss National Bank
Switzerland
$1.54M – – –
Macquarie Group
36
Macquarie Group
Australia
$1.53M – – –
AMCA
37
Arthur M. Cohen & Associates
Illinois
$1.44M – – –
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.41M -$176 -4 -0%
AIM
39
Allen Investment Management
New York
$1.36M -$21.3K -483 -1%
CGA
40
Crescent Grove Advisors
Illinois
$1.26M +$248K +5,642 +23%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$1.23M -$277K -6,300 -18%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.23M +$20.7K +469 +2%
Wells Fargo
43
Wells Fargo
California
$1.16M +$99.3K +2,256 +9%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$1.03M -$40K -908 -4%
Ameriprise
45
Ameriprise
Minnesota
$1.02M +$5.68K +129 +0.5%
WOC
46
West Oak Capital
California
$992K – – –
GAM
47
Gotham Asset Management
New York
$955K -$263K -5,965 -21%
Bank of America
48
Bank of America
North Carolina
$946K +$268K +6,080 +36%
CAWM
49
Capital Advisors Wealth Management
Washington
$842K +$42.4K +964 +5%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$775K +$311K +7,063 +61%
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FG Hedge Fund Activity: Q4 2024 in Review

205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q4 2024, worth a combined $5B — down 7.2% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FG positions and 21 closed out — a net gain of 7 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.47M. The largest seller was Brave Warrior Advisors, cutting an estimated $2.45M.

  • 205 institutional investors held F&G Annuities & Life (FG) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $5B of F&G Annuities & Life stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 28 funds opened new F&G Annuities & Life positions in Q4 2024 and 21 closed out, a net change of +7 holders.
  • The largest F&G Annuities & Life buyer in Q4 2024 was American Century Companies, an estimated $2.47M added.
  • The largest F&G Annuities & Life seller in Q4 2024 was Brave Warrior Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2024.