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F&G Annuities & Life

200 hedge funds and large institutions have $5.39B invested in F&G Annuities & Life in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $460K

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1% more funds holding

Funds holding: 198200 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.07% less ownership

Funds ownership: 95.69%95.63% (-0.07%)

7% less capital invested

Capital invested by funds: $5.8B → $5.39B (-$410M)

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
59
Reduced
38
Closed
27
Calls
$1.22M
Puts
$460K
Net Calls
+$756K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$13K +$248 +6 +2%
HCA
127
Harbor Capital Advisors
Illinois
$13K +$12K +290 New
GI
128
GAMMA Investing
California
$12.7K +$9.02K +218 +325%
C
129
Covestor
United Kingdom
$12K
WT
130
Whittier Trust
California
$7.6K -$7.04K -170 -50%
Federated Hermes
131
Federated Hermes
Pennsylvania
$6.89K +$2.65K +64 +71%
NA
132
NewEdge Advisors
Louisiana
$6.71K -$229K -5,533 -97%
BIG
133
Brooklyn Investment Group
New York
$6.35K +$5.88K +142 New
TCM
134
Tradewinds Capital Management
Washington
$6.08K
VCM
135
Versant Capital Management
Arizona
$4.43K
QC
136
Quent Capital
New York
$3.72K
GIA
137
GHP Investment Advisors
Colorado
$3.17K
GM
138
GeoWealth Management
Illinois
$2.95K +$2.73K +66 New
SCM
139
Sterling Capital Management
North Carolina
$2.91K +$2.69K +65 New
CFGS
140
Concourse Financial Group Securities
Alabama
$2.82K
FFA
141
Farther Finance Advisors
California
$2.63K +$166 +4 +7%
AEPWM
142
Atlantic Edge Private Wealth Management
Florida
$2.59K
CA
143
CoreCap Advisors
Michigan
$2.59K
QCG
144
Quadrant Capital Group
Ohio
$2.42K
FFO
145
Fortitude Family Office
Arizona
$2.1K
GRP
146
Global Retirement Partners
California
$2.06K -$6.83K -165 -78%
IRC
147
Investors Research Corp
Georgia
$1.66K
CCM
148
Chilton Capital Management
Texas
$1.52K -$41.4K -1,000 -97%
GCM
149
Gables Capital Management
Florida
$1.52K
MA
150
Montag & Associates
Georgia
$1.07K

FG Hedge Fund Activity: Q3 2024 in Review

200 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q3 2024, worth a combined $5.39B — down 7.1% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FG positions and 27 closed out — a net gain of 4 holders — while 59 added to existing stakes and 38 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Brave Warrior Advisors, cutting an estimated $24.6M.

  • 200 institutional investors held F&G Annuities & Life (FG) as of Q3 2024, up from 198 in Q2 2024.
  • Funds reported $5.39B of F&G Annuities & Life stock for Q3 2024, down 7.1% quarter-over-quarter.
  • 31 funds opened new F&G Annuities & Life positions in Q3 2024 and 27 closed out, a net change of +4 holders.
  • The largest F&G Annuities & Life buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $5.89M added.
  • The largest F&G Annuities & Life seller in Q3 2024 was Brave Warrior Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.