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F&G Annuities & Life

198 hedge funds and large institutions have $5.8B invested in F&G Annuities & Life in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $4.9B → $5.8B (+$900M)

4% more funds holding

Funds holding: 190198 (+8)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 95.75%95.69% (-0.06%)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
54
Reduced
52
Closed
17
Calls
$1.24M
Puts
$456K
Net Calls
+$787K
Net Calls Change
+$759K
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
101
Iron Horse Wealth Management
Iowa
$111K +$101K +2,568 +723%
TRCT
102
Tower Research Capital (TRC)
New York
$96.2K +$80.9K +2,066 +446%
WOC
103
West Oak Capital
California
$91.1K
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$91K
SAM
105
Storebrand Asset Management
Norway
$81.4K
HCM
106
Hollencrest Capital Management
California
$76.3K
AIP
107
Ameritas Investment Partners
Nebraska
$69.9K
CI Investments Inc
108
CI Investments Inc
Ontario, Canada
$40K +$5.09K +130 +14%
CCM
109
Chilton Capital Management
Texas
$39.3K
SPIA
110
Steward Partners Investment Advisory
New York
$38.7K -$549 -14 -1%
GGI
111
Godsey & Gibb Inc
Virginia
$33.1K
Korea Investment Corp
112
Korea Investment Corp
South Korea
$30K
AB
113
Amalgamated Bank
New York
$24K
Amundi
114
Amundi
France
$22.9K -$313 -8 -1%
BAM
115
Bellevue Asset Management
Washington
$22.8K
Citadel Advisors
116
Citadel Advisors
Florida
$21.5K -$618K -15,783 -97%
CFO
117
CVA Family Office
Colorado
$20.4K
Comerica Bank
118
Comerica Bank
Texas
$20K -$1.53K -39 -7%
AW
119
Avion Wealth
Texas
$19K -$39 -1 -0.2%
EWA
120
EverSource Wealth Advisors
Alabama
$18.9K +$313 +8 +2%
ECM
121
Estabrook Capital Management
New York
$17.8K
HCM
122
Horrell Capital Management
Arkansas
$16K -$1.1K -28 -6%
US Bancorp
123
US Bancorp
Minnesota
$15.1K -$118 -3 -0.7%
WT
124
Washington Trust
Rhode Island
$13.6K
WT
125
Whittier Trust
California
$12.9K

FG Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2024, worth a combined $5.8B — up 18% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FG positions and 17 closed out — a net gain of 10 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.03M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $12.9M sold.

  • 198 institutional investors held F&G Annuities & Life (FG) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $5.8B of F&G Annuities & Life stock for Q2 2024, up 18% quarter-over-quarter.
  • 27 funds opened new F&G Annuities & Life positions in Q2 2024 and 17 closed out, a net change of +10 holders.
  • The largest F&G Annuities & Life buyer in Q2 2024 was Norges Bank, an estimated $5.03M added.
  • The largest F&G Annuities & Life seller in Q2 2024 was Basswood Capital Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2024.