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F&G Annuities & Life

204 hedge funds and large institutions have $5.57B invested in F&G Annuities & Life in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $345K

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

64% more capital invested

Capital invested by funds: $3.39B → $5.57B (+$2.18B)

8% more funds holding

Funds holding: 189204 (+15)

0.2% more ownership

Funds ownership: 96.37%96.57% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
38
Reduced
60
Closed
24
Calls
$1.65M
Puts
$345K
Net Calls
+$1.3M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Horrell Capital Management
Arkansas
$21K
US Bancorp
127
US Bancorp
Minnesota
$18.3K -$149 -4 -1%
C
128
Covestor
United Kingdom
$17K -$37 -1 -0.3%
WT
129
Washington Trust
Rhode Island
$16.4K
EWA
130
EverSource Wealth Advisors
Alabama
$15.6K
WT
131
Whittier Trust
California
$15.6K
NS
132
NBC Securities
Alabama
$15K
JWA
133
JFS Wealth Advisors
Pennsylvania
$14.6K
LPP
134
Life Planning Partners
Florida
$11.1K +$8.99K +241 New
AF
135
Allworth Financial
California
$9.15K
GRP
136
Global Retirement Partners
California
$8.94K -$709 -19 -8%
LTI
137
Laffer Tengler Investments
Tennessee
$7.08K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$7K +$336 +9 +6%
VCM
139
Versant Capital Management
Arizona
$4.55K
Bessemer Group
140
Bessemer Group
New Jersey
$4K
QC
141
Quent Capital
New York
$3.86K
CFGS
142
Concourse Financial Group Securities
Alabama
$3.45K
GIA
143
GHP Investment Advisors
Colorado
$3.21K +$37 +1 +1%
QCG
144
Quadrant Capital Group
Ohio
$3.13K
GI
145
GAMMA Investing
California
$3K +$2.5K +67 New
FFA
146
Farther Finance Advisors
California
$2.87K -$37 -1 -2%
AEPWM
147
Atlantic Edge Private Wealth Management
Florida
$2.67K +$2.16K +58 New
GI
148
Gradient Investments
Minnesota
$2.39K -$37 -1 -2%
FFO
149
Fortitude Family Office
Arizona
$2.16K +$1.75K +47 New
GWSG
150
GPS Wealth Strategies Group
Colorado
$2.12K

FG Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q4 2023, worth a combined $5.57B — up 64% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FG positions and 24 closed out — a net gain of 17 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.9M. The largest seller was Brave Warrior Advisors, cutting an estimated $17.6M.

  • 204 institutional investors held F&G Annuities & Life (FG) as of Q4 2023, up from 189 in Q3 2023.
  • Funds reported $5.57B of F&G Annuities & Life stock for Q4 2023, up 64% quarter-over-quarter.
  • 41 funds opened new F&G Annuities & Life positions in Q4 2023 and 24 closed out, a net change of +17 holders.
  • The largest F&G Annuities & Life buyer in Q4 2023 was Vanguard Group, an estimated $14.9M added.
  • The largest F&G Annuities & Life seller in Q4 2023 was Brave Warrior Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2023.