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F&G Annuities & Life

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: 200205 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$347K +$112K +2,535 +43%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$343K -$18.9K -430 -5%
BAM
78
Belpointe Asset Management
Nevada
$335K -$41.7K -946 -11%
PC
79
PhiloSmith Capital
Connecticut
$323K
IIM
80
INTECH Investment Management
Florida
$312K +$332K +7,536 New
OAM
81
Oppenheimer Asset Management
New York
$301K -$14.2K -322 -4%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$300K +$47.9K +1,087 +18%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$293K -$11.3K -256 -3%
SEI Investments
84
SEI Investments
Pennsylvania
$262K +$528 +12 +0.2%
Two Sigma Investments
85
Two Sigma Investments
New York
$249K -$382K -8,676 -59%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$248K -$19.3K -439 -7%
SG Americas Securities
87
SG Americas Securities
New York
$229K +$76.1K +1,728 +46%
ASRS
88
Arizona State Retirement System
Arizona
$228K +$1.85K +42 +0.8%
OQS
89
Occudo Quantitative Strategies
Florida
$225K -$38.8K -881 -14%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$223K
PI
91
PGGM Investments
Netherlands
$220K
ProShare Advisors
92
ProShare Advisors
Maryland
$217K +$231K +5,236 New
MC
93
Moors & Cabot
Massachusetts
$214K -$11K -250 -5%
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$210K +$223K +5,072 New
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$205K -$5.06K -115 -2%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$197K -$9.38K -213 -4%
PFSRSONJ
97
Police & Firemen's Retirement System of New Jersey
New Jersey
$193K +$205K +4,665 New
IHWM
98
Iron Horse Wealth Management
Iowa
$177K +$45.8K +1,040 +32%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$172K +$10.3K +234 +6%
US Bancorp
100
US Bancorp
Minnesota
$163K +$156K +3,543 +911%

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.