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F&G Annuities & Life

190 hedge funds and large institutions have $4.9B invested in F&G Annuities & Life in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $770K | Put options by funds: $742K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 96.57%95.75% (-0.82%)

7% less funds holding

Funds holding: 204190 (-14)

12% less capital invested

Capital invested by funds: $5.57B → $4.9B (-$672M)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
43
Reduced
56
Closed
31
Calls
$770K
Puts
$742K
Net Calls
+$28K
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
126
Iron Horse Wealth Management
Iowa
$14.4K +$14.8K +354 +35,400%
WT
127
Whittier Trust
California
$13.8K
NS
128
NBC Securities
Alabama
$13K
JWA
129
JFS Wealth Advisors
Pennsylvania
$12.9K
C
130
Covestor
United Kingdom
$11K -$4.52K -108 -29%
MG
131
Mather Group
Illinois
$9.38K +$8.53K +204 New
GRP
132
Global Retirement Partners
California
$8.52K -$84 -2 -0.9%
OP
133
ORG Partners
Indiana
$6.8K -$111K -2,656 -94%
LTI
134
Laffer Tengler Investments
Tennessee
$6.25K
FFO
135
Fortitude Family Office
Arizona
$6.16K +$4.39K +105 +223%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$6K -$544 -13 -8%
TCM
137
Tradewinds Capital Management
Washington
$5.51K +$5.69K +136 New
BBHC
138
Brown Brothers Harriman & Co
New York
$4.87K +$5.02K +120 New
GWSG
139
GPS Wealth Strategies Group
Colorado
$4.83K +$3.05K +73 +159%
DA
140
Denali Advisors
California
$4.66K +$3.6K +86 +297%
VCM
141
Versant Capital Management
Arizona
$4.01K
QC
142
Quent Capital
New York
$3.41K
CFGS
143
Concourse Financial Group Securities
Alabama
$3.06K
Bessemer Group
144
Bessemer Group
New Jersey
$3K
GIA
145
GHP Investment Advisors
Colorado
$2.85K
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$2.75K +$2.84K +68 New
GI
147
GAMMA Investing
California
$2.72K
AEPWM
148
Atlantic Edge Private Wealth Management
Florida
$2.35K
CA
149
CoreCap Advisors
Michigan
$2.35K +$2.43K +58 New
FFA
150
Farther Finance Advisors
California
$2.24K -$293 -7 -11%

FG Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2024, worth a combined $4.9B — down 12% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FG and 19 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 43 added.

The largest buyer was Parkwood LLC, opening a new position worth an estimated $6.45M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.

  • 190 institutional investors held F&G Annuities & Life (FG) as of Q1 2024, down from 204 in Q4 2023.
  • Funds reported $4.9B of F&G Annuities & Life stock for Q1 2024, down 12% quarter-over-quarter.
  • 19 funds opened new F&G Annuities & Life positions in Q1 2024 and 31 closed out, a net change of -12 holders.
  • The largest F&G Annuities & Life buyer in Q1 2024 was Parkwood LLC, an estimated $6.45M added.
  • The largest F&G Annuities & Life seller in Q1 2024 was Morgan Stanley, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2024.