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F&G Annuities & Life
FG

198 hedge funds and large institutions have $5.8B invested in F&G Annuities & Life in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $4.9B → $5.8B (+$900M)

4% more funds holding

Funds holding: 190 → 198 (+8)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.06% less ownership

Funds ownership: 95.75% → 95.69% (-0.06%)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
54
Reduced
52
Closed
17
Calls
$1.24M
Puts
$456K
Net Calls
+$787K
Net Calls Change
+$759K

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$5.03M
2
American Century Companies
American Century Companies
Missouri
+$3.19M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.53M
4
UBS AM
UBS AM
Illinois
+$1.34M
5
AMCA
Arthur M. Cohen & Associates
Illinois
+$1.34M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$12.9M
2
Principal Financial Group
Principal Financial Group
Iowa
-$2.93M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.97M
4
Morgan Stanley
Morgan Stanley
New York
-$1.78M
5
BWA
Brave Warrior Advisors
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
126
JFS Wealth Advisors
Pennsylvania
$12.6K +$549 +14 +4%
NS
127
NBC Securities
Alabama
$12K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$11K +$5.64K +144 +99%
C
129
Covestor
United Kingdom
$10K +$39 +1 +0.4%
GRP
130
Global Retirement Partners
California
$8.03K +$39 +1 +0.5%
MG
131
Mather Group
Illinois
$7.83K -$431 -11 -5%
LTI
132
Laffer Tengler Investments
Tennessee
$5.86K – – –
TCM
133
Tradewinds Capital Management
Washington
$5.17K – – –
VCM
134
Versant Capital Management
Arizona
$3.77K – – –
Federated Hermes
135
Federated Hermes
Pennsylvania
$3.42K +$3.53K +90 New
QC
136
Quent Capital
New York
$3.2K – – –
GIA
137
GHP Investment Advisors
Colorado
$2.69K +$39 +1 +1%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$2.57K – – –
GI
139
GAMMA Investing
California
$2.55K – – –
CFGS
140
Concourse Financial Group Securities
Alabama
$2.4K -$470 -12 -16%
AEPWM
141
Atlantic Edge Private Wealth Management
Florida
$2.21K – – –
CA
142
CoreCap Advisors
Michigan
$2.21K – – –
FFA
143
Farther Finance Advisors
California
$2.06K – – –
QCG
144
Quadrant Capital Group
Ohio
$2.06K – – –
FFO
145
Fortitude Family Office
Arizona
$1.79K -$4.11K -105 -69%
BTI
146
Blue Trust Inc
Georgia
$1.54K +$1.49K +38 New
IRC
147
Investors Research Corp
Georgia
$1.41K – – –
RWMG
148
Redwood Wealth Management Group
New Jersey
$1.31K +$1.37K +35 New
GCM
149
Gables Capital Management
Florida
$1.29K +$1.33K +34 New
MA
150
Montag & Associates
Georgia
$914 – – –
4 5
6
7 8

FG Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2024, worth a combined $5.8B — up 18% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FG positions and 17 closed out — a net gain of 10 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.03M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $12.9M sold.

  • 198 institutional investors held F&G Annuities & Life (FG) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $5.8B of F&G Annuities & Life stock for Q2 2024, up 18% quarter-over-quarter.
  • 27 funds opened new F&G Annuities & Life positions in Q2 2024 and 17 closed out, a net change of +10 holders.
  • The largest F&G Annuities & Life buyer in Q2 2024 was Norges Bank, an estimated $5.03M added.
  • The largest F&G Annuities & Life seller in Q2 2024 was Basswood Capital Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2024.