We are live on ! Find out more
FG icon

F&G Annuities & Life

190 hedge funds and large institutions have $4.9B invested in F&G Annuities & Life in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $770K | Put options by funds: $742K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 96.57%95.75% (-0.82%)

7% less funds holding

Funds holding: 204190 (-14)

12% less capital invested

Capital invested by funds: $5.57B → $4.9B (-$672M)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
43
Reduced
56
Closed
31
Calls
$770K
Puts
$742K
Net Calls
+$28K
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
101
West Oak Capital
California
$97K
SAM
102
Storebrand Asset Management
Norway
$86.8K -$97.7K -2,336 -52%
HCM
103
Hollencrest Capital Management
California
$81.3K
AIP
104
Ameritas Investment Partners
Nebraska
$74.5K
Osaic Holdings
105
Osaic Holdings
Arizona
$43.7K -$13.6K -326 -23%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$42.7K
CCM
107
Chilton Capital Management
Texas
$41.9K -$23.8K -568 -35%
SPIA
108
Steward Partners Investment Advisory
New York
$41.8K +$586 +14 +1%
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$39K -$330K -7,890 -89%
EC
110
EntryPoint Capital
New York
$38.4K -$166K -3,979 -81%
CI Investments Inc
111
CI Investments Inc
Ontario, Canada
$37K +$7.4K +177 +24%
GGI
112
Godsey & Gibb Inc
Virginia
$35.3K
Korea Investment Corp
113
Korea Investment Corp
South Korea
$32K
AB
114
Amalgamated Bank
New York
$26K -$44.4K -1,061 -62%
Amundi
115
Amundi
France
$24.7K -$25.7K -614 -50%
BAM
116
Bellevue Asset Management
Washington
$24.3K
Comerica Bank
117
Comerica Bank
Texas
$22.8K -$8.45K -202 -26%
CFO
118
CVA Family Office
Colorado
$21.7K
AW
119
Avion Wealth
Texas
$21K +$125 +3 +0.6%
HCM
120
Horrell Capital Management
Arkansas
$19K
ECM
121
Estabrook Capital Management
New York
$19K
TRCT
122
Tower Research Capital (TRC)
New York
$18.8K -$122K -2,928 -86%
EWA
123
EverSource Wealth Advisors
Alabama
$16.3K +$3.81K +91 +27%
US Bancorp
124
US Bancorp
Minnesota
$16.3K +$125 +3 +0.8%
WT
125
Washington Trust
Rhode Island
$14.5K

FG Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2024, worth a combined $4.9B — down 12% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FG and 19 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 43 added.

The largest buyer was Parkwood LLC, opening a new position worth an estimated $6.45M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.

  • 190 institutional investors held F&G Annuities & Life (FG) as of Q1 2024, down from 204 in Q4 2023.
  • Funds reported $4.9B of F&G Annuities & Life stock for Q1 2024, down 12% quarter-over-quarter.
  • 19 funds opened new F&G Annuities & Life positions in Q1 2024 and 31 closed out, a net change of -12 holders.
  • The largest F&G Annuities & Life buyer in Q1 2024 was Parkwood LLC, an estimated $6.45M added.
  • The largest F&G Annuities & Life seller in Q1 2024 was Morgan Stanley, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2024.