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F&G Annuities & Life

194 hedge funds and large institutions have $3B invested in F&G Annuities & Life in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $2.18B → $3B (+$821M)

0.65% more ownership

Funds ownership: 95.23%95.88% (+0.65%)

14% less funds holding

Funds holding: 226194 (-32)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 59

62% less call options, than puts

Call options by funds: $312K | Put options by funds: $812K

Holders
194
Holders Change
-32
Holders Change %
-14.16%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
42
Reduced
52
Closed
59
Calls
$312K
Puts
$812K
Net Calls
-$500K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$25.9K
HI
102
Horizon Investments
North Carolina
$25K
GGI
103
Godsey & Gibb Inc
Virginia
$21.6K
Korea Investment Corp
104
Korea Investment Corp
South Korea
$19.5K
Loomis, Sayles & Company
105
Loomis, Sayles & Company
Massachusetts
$16K +$3.94K +201 +44%
BAM
106
Bellevue Asset Management
Washington
$14.9K
Simplex Trading
107
Simplex Trading
Illinois
$13K -$18.9K -962 -64%
CFB
108
Cullen/Frost Bankers
Texas
$12.2K -$5.39K -275 -36%
AW
109
Avion Wealth
Texas
$12K +$9.31K +475 +1,484%
ECM
110
Estabrook Capital Management
New York
$11.6K -$216 -11 -2%
AAM
111
Advisors Asset Management
Colorado
$11.3K -$470 -24 -5%
C
112
Covestor
United Kingdom
$11K -$59 -3 -0.7%
HCM
113
Horrell Capital Management
Arkansas
$11K
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$10.8K -$20 -1 -0.2%
US Bancorp
115
US Bancorp
Minnesota
$10.1K -$4.31K -220 -35%
WT
116
Washington Trust
Rhode Island
$8.85K
EWA
117
EverSource Wealth Advisors
Alabama
$8.43K -$3.04K -155 -31%
WT
118
Whittier Trust
California
$8.42K
GI
119
Gradient Investments
Minnesota
$7.98K +$862 +44 +16%
JWA
120
JFS Wealth Advisors
Pennsylvania
$7.86K -$1.92K -98 -24%
TRCT
121
Tower Research Capital (TRC)
New York
$7.48K -$66.4K -3,386 -92%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$6.84K -$118 -6 -2%
GRP
123
Global Retirement Partners
California
$5.7K -$1.86K -95 -29%
AF
124
Allworth Financial
California
$4.61K -$1.65K -84 -31%
LTI
125
Laffer Tengler Investments
Tennessee
$3.82K

FG Hedge Fund Activity: Q2 2023 in Review

194 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2023, worth a combined $3B — up 38% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FG and 28 opened new positions — a net loss of 31 holders — while 52 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $9.76M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.

  • 194 institutional investors held F&G Annuities & Life (FG) as of Q2 2023, down from 226 in Q1 2023.
  • Funds reported $3B of F&G Annuities & Life stock for Q2 2023, up 38% quarter-over-quarter.
  • 28 funds opened new F&G Annuities & Life positions in Q2 2023 and 59 closed out, a net change of -31 holders.
  • The largest F&G Annuities & Life buyer in Q2 2023 was BlackRock, an estimated $9.76M added.
  • The largest F&G Annuities & Life seller in Q2 2023 was Citadel Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2023.