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F&G Annuities & Life

226 hedge funds and large institutions have $2.18B invested in F&G Annuities & Life in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 27 increasing their positions, 86 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% less ownership

Funds ownership: 96.22%95.23% (-0.99%)

9% less capital invested

Capital invested by funds: $2.4B → $2.18B (-$220M)

16% less funds holding

Funds holding: 270226 (-44)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 92

69% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 86

98% less call options, than puts

Call options by funds: $9K | Put options by funds: $506K

Holders
226
Holders Change
-44
Holders Change %
-16.3%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
27
Reduced
86
Closed
92
Calls
$9K
Puts
$506K
Net Calls
-$497K
Net Calls Change
-$497K
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$30K +$33.8K +1,689 New
CCM
102
Chilton Capital Management
Texas
$29K +$32.1K +1,602 New
Lazard Asset Management
103
Lazard Asset Management
New York
$29K -$93.2K -4,654 -74%
Simplex Trading
104
Simplex Trading
Illinois
$27K +$30.2K +1,510 New
PGAM
105
Princeton Global Asset Management
New Jersey
$25.1K -$1.46K -73 -5%
IRC
106
Investors Research Corp
Georgia
$22.3K
SPIA
107
Steward Partners Investment Advisory
New York
$18.9K -$1.22K -61 -6%
HI
108
Horizon Investments
North Carolina
$18.3K +$20.2K +1,010 New
KBC Group
109
KBC Group
Belgium
$17K -$4.51K -225 -19%
GGI
110
Godsey & Gibb Inc
Virginia
$15.8K
Korea Investment Corp
111
Korea Investment Corp
South Korea
$14.3K -$20 -1 -0.1%
CFB
112
Cullen/Frost Bankers
Texas
$13.9K -$13K -649 -46%
US Bancorp
113
US Bancorp
Minnesota
$11.4K -$26.9K -1,345 -68%
BAM
114
Bellevue Asset Management
Washington
$10.9K +$12K +600 New
Deutsche Bank
115
Deutsche Bank
Germany
$10.8K -$11.2K -560 -48%
EWA
116
EverSource Wealth Advisors
Alabama
$8.97K -$4.41K -220 -31%
AAM
117
Advisors Asset Management
Colorado
$8.68K -$40 -2 -0.4%
ECM
118
Estabrook Capital Management
New York
$8.68K
MA
119
Montag & Associates
Georgia
$8.44K
HCM
120
Horrell Capital Management
Arkansas
$8K
C
121
Covestor
United Kingdom
$8K +$1.84K +92 +27%
Loomis, Sayles & Company
122
Loomis, Sayles & Company
Massachusetts
$8K +$9.25K +462 New
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$7.92K +$8.77K +438 New
JWA
124
JFS Wealth Advisors
Pennsylvania
$7.52K -$1.66K -83 -17%
MIM
125
MetLife Investment Management
New Jersey
$6.72K +$20 +1 +0.3%

FG Hedge Fund Activity: Q1 2023 in Review

226 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2023, worth a combined $2.18B — down 9.2% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of FG and 52 opened new positions — a net loss of 40 holders — while 86 trimmed existing stakes and 27 added.

The largest buyer was Brave Warrior Advisors, adding an estimated $16.1M. The largest seller was Madison Avenue Partners, exiting entirely with an estimated $18.2M sold.

  • 226 institutional investors held F&G Annuities & Life (FG) as of Q1 2023, down from 270 in Q4 2022.
  • Funds reported $2.18B of F&G Annuities & Life stock for Q1 2023, down 9.2% quarter-over-quarter.
  • 52 funds opened new F&G Annuities & Life positions in Q1 2023 and 92 closed out, a net change of -40 holders.
  • The largest F&G Annuities & Life buyer in Q1 2023 was Brave Warrior Advisors, an estimated $16.1M added.
  • The largest F&G Annuities & Life seller in Q1 2023 was Madison Avenue Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2023.