We are live on ! Find out more
FG icon

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
WT
126
Washington Trust
Rhode Island
$6.47K
WT
127
Whittier Trust
California
$6.16K
GRP
128
Global Retirement Partners
California
$5.87K +$4.53K +226 +228%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$5.62K -$42.8K -2,138 -87%
AAS
130
Ameritas Advisory Services
Nebraska
$5.57K +$5.93K +296 New
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$5.11K -$3.44K -172 -38%
GI
132
Gradient Investments
Minnesota
$5.04K
AF
133
Allworth Financial
California
$4.89K -$5.61K -280 -51%
CMBA
134
C.M. Bidwell & Associates
Hawaii
$3.32K +$3.67K +183 New
AIG
135
American International Group
New York
$3.28K -$60 -3 -2%
N
136
Natixis
France
$3.15K +$1.34K +67 +63%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.98K +99 +125%
BAM
138
Belpointe Asset Management
Nevada
$2.92K -$360 -18 -10%
LTI
139
Laffer Tengler Investments
Tennessee
$2.79K
EAM
140
Erste Asset Management
Austria
$2.67K
NF
141
Norwood Financial
Pennsylvania
$2.56K
ME
142
McIlrath & Eck
Washington
$2.37K
AP
143
Arlington Partners
Alabama
$2.17K
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$1.87K -$20 -1 -1%
VCM
145
Versant Capital Management
Arizona
$1.79K
QC
146
Quent Capital
New York
$1.52K +$1.68K +84 New
CFGS
147
Concourse Financial Group Securities
Alabama
$1.36K -$120 -6 -7%
IG
148
ING Group
Netherlands
$1.36K +$1.5K +75 New
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$1.34K -$140 -7 -9%
AAP
150
Arax Advisory Partners
Colorado
$1.32K -$461 -23 -24%

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.