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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
Teacher Retirement System of Texas
76
Teacher Retirement System of Texas
Texas
$367K +$298K +7,989 New
PC
77
PhiloSmith Capital
Connecticut
$358K
VOYA Investment Management
78
VOYA Investment Management
Georgia
$352K +$4.18K +112 +1%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$341K +$261 +7 +0.1%
EP
80
Edgestream Partners
New Jersey
$301K +$244K +6,552 New
LSV Asset Management
81
LSV Asset Management
Illinois
$298K -$372K -9,989 -61%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$298K -$37K -993 -13%
NA
83
NewEdge Advisors
Louisiana
$293K -$118K -3,165 -33%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$292K -$1.19K -32 -0.5%
EI
85
Ethic Inc
New York
$286K -$51.2K -1,374 -18%
CC
86
Corton Capital
Ontario, Canada
$282K -$39.6K -1,061 -15%
MAM
87
Martingale Asset Management
Massachusetts
$278K +$225K +6,037 New
Ameriprise
88
Ameriprise
Minnesota
$276K +$224K +6,007 New
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$269K -$30.1K -806 -12%
DTL
90
Dynamic Technology Lab
Singapore
$263K +$213K +5,716 New
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$252K -$193K -5,167 -48%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$247K +$201K +5,380 New
PI
93
PGGM Investments
Netherlands
$245K
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$242K +$196K +5,265 New
ASRS
95
Arizona State Retirement System
Arizona
$242K +$196K +5,263 New
American Century Companies
96
American Century Companies
Missouri
$234K +$190K +5,087 New
EC
97
EntryPoint Capital
New York
$227K +$184K +4,927 New
BAM
98
Belpointe Asset Management
Nevada
$217K +$176K +4,726 New
Pathstone Holdings
99
Pathstone Holdings
New Jersey
$217K +$176K +4,723 New
S
100
SignatureFD
Georgia
$211K -$208K -5,568 -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.