We are live on ! Find out more
FG icon

F&G Annuities & Life

200 hedge funds and large institutions have $5.39B invested in F&G Annuities & Life in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $460K

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1% more funds holding

Funds holding: 198200 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.07% less ownership

Funds ownership: 95.69%95.63% (-0.07%)

7% less capital invested

Capital invested by funds: $5.8B → $5.39B (-$410M)

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
59
Reduced
38
Closed
27
Calls
$1.22M
Puts
$460K
Net Calls
+$756K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$155K +$39K +943 +37%
IHWM
102
Iron Horse Wealth Management
Iowa
$145K +$12.9K +312 +11%
WSFS
103
Wilmington Savings Fund Society
Delaware
$115K +$106K +2,562 New
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$107K
SAM
105
Storebrand Asset Management
Norway
$95.7K
HCM
106
Hollencrest Capital Management
California
$89.7K
AIP
107
Ameritas Investment Partners
Nebraska
$82.2K
SOW
108
State of Wyoming
Wyoming
$56.3K +$52.2K +1,260 New
CI Investments Inc
109
CI Investments Inc
Ontario, Canada
$51K +$3.68K +89 +8%
SPIA
110
Steward Partners Investment Advisory
New York
$45.5K
GGI
111
Godsey & Gibb Inc
Virginia
$38.9K
Simplex Trading
112
Simplex Trading
Illinois
$31K +$28.9K +697 New
AB
113
Amalgamated Bank
New York
$29K
Amundi
114
Amundi
France
$28.1K +$1.12K +27 +4%
BAM
115
Bellevue Asset Management
Washington
$26.8K
Comerica Bank
116
Comerica Bank
Texas
$23.1K -$331 -8 -2%
AW
117
Avion Wealth
Texas
$22K +$41 +1 +0.2%
BTI
118
Blue Trust Inc
Georgia
$21.5K +$21.8K +527 +1,387%
ECM
119
Estabrook Capital Management
New York
$20.9K
EWA
120
EverSource Wealth Advisors
Alabama
$19.7K +$41 +1 +0.2%
HCM
121
Horrell Capital Management
Arkansas
$19K
US Bancorp
122
US Bancorp
Minnesota
$17.4K -$373 -9 -2%
WT
123
Washington Trust
Rhode Island
$16K
JWA
124
JFS Wealth Advisors
Pennsylvania
$14.8K +$41 +1 +0.3%
NS
125
NBC Securities
Alabama
$14K

FG Hedge Fund Activity: Q3 2024 in Review

200 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q3 2024, worth a combined $5.39B — down 7.1% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FG positions and 27 closed out — a net gain of 4 holders — while 59 added to existing stakes and 38 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Brave Warrior Advisors, cutting an estimated $24.6M.

  • 200 institutional investors held F&G Annuities & Life (FG) as of Q3 2024, up from 198 in Q2 2024.
  • Funds reported $5.39B of F&G Annuities & Life stock for Q3 2024, down 7.1% quarter-over-quarter.
  • 31 funds opened new F&G Annuities & Life positions in Q3 2024 and 27 closed out, a net change of +4 holders.
  • The largest F&G Annuities & Life buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $5.89M added.
  • The largest F&G Annuities & Life seller in Q3 2024 was Brave Warrior Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.