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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
NF
126
Norwood Financial
Pennsylvania
$3.51K
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$3.48K +$2.04K +104 +289%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$3K -$745 -38 -21%
ME
129
McIlrath & Eck
Washington
$2.97K -$216 -11 -8%
AP
130
Arlington Partners
Alabama
$2.97K
IHWM
131
Iron Horse Wealth Management
Iowa
$2.6K +$1.02K +52 +98%
VCM
132
Versant Capital Management
Arizona
$2.45K
QC
133
Quent Capital
New York
$2.08K
Bessemer Group
134
Bessemer Group
New Jersey
$2K +$1.65K +84 +8,400%
BTI
135
Blue Trust Inc
Georgia
$2K +$1.82K +93 +845%
IG
136
ING Group
Netherlands
$1.86K
CFGS
137
Concourse Financial Group Securities
Alabama
$1.86K
QCG
138
Quadrant Capital Group
Ohio
$1.69K -$59 -3 -4%
DMBA
139
Deseret Mutual Benefit Administrators
Utah
$1.66K
BWA
140
BDO Wealth Advisors
Florida
$1.44K
FFA
141
Farther Finance Advisors
California
$1.4K
GWSG
142
GPS Wealth Strategies Group
Colorado
$1.14K
NC
143
Nixon Capital
Texas
$1.14K
EWM
144
Endurance Wealth Management
Rhode Island
$1K
HBW
145
Hazlett, Burt & Watson
West Virginia
$1K
TSWM
146
Tyler-Stone Wealth Management
Ohio
$1K +$529 +27 New
HS
147
Horan Securities
United States
$858 +$20 +1 +3%
MA
148
Montag & Associates
Georgia
$595 -$8.66K -442 -95%
SIC
149
Salem Investment Counselors
North Carolina
$595
RTC
150
Riverview Trust Company
Washington
$570

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.