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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
Nisa Investment Advisors
51
Nisa Investment Advisors
Missouri
$787K
CAWM
52
Capital Advisors Wealth Management
Washington
$770K +$115K +3,079 +23%
Victory Capital Management
53
Victory Capital Management
Texas
$763K +$115K +3,081 +23%
OQS
54
Occudo Quantitative Strategies
Florida
$756K +$613K +16,445 New
UBS AM
55
UBS AM
Illinois
$752K -$16.4K -441 -3%
MC
56
Moors & Cabot
Massachusetts
$647K -$172K -4,604 -25%
SO
57
STRS Ohio
Ohio
$644K +$123K +3,300 +31%
SOW
58
State of Wyoming
Wyoming
$596K +$92.5K +2,480 +24%
Allianz Asset Management
59
Allianz Asset Management
Germany
$592K -$41.7K -1,118 -8%
GCP
60
GSA Capital Partners
United Kingdom
$560K -$332K -8,896 -42%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$544K -$696K -18,671 -61%
BFG
62
Bleakley Financial Group
New Jersey
$502K +$671 +18 +0.2%
SS
63
Simplicity Solutions
Minnesota
$502K +$671 +18 +0.2%
MIM
64
MetLife Investment Management
New Jersey
$468K
PCM
65
Palisade Capital Management
New Jersey
$459K -$10.4K -278 -3%
Two Sigma Investments
66
Two Sigma Investments
New York
$456K -$1.07M -28,799 -74%
AI
67
AdvisorShares Investments
Maryland
$451K +$365K +9,800 New
AIG
68
American International Group
New York
$428K -$1.38K -37 -0.4%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$412K -$7.72K -207 -2%
Deutsche Bank
70
Deutsche Bank
Germany
$409K -$8.88K -238 -3%
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$407K -$1.43M -38,403 -81%
PCIA
72
Prime Capital Investment Advisors
Kansas
$395K +$336 +9 +0.1%
OAM
73
Oppenheimer Asset Management
New York
$385K +$6.08K +163 +2%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$374K -$27.1K -727 -8%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$374K +$108K +2,883 +55%

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.