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F&G Annuities & Life

226 hedge funds and large institutions have $2.18B invested in F&G Annuities & Life in 2023 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 27 increasing their positions, 86 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.99% less ownership

Funds ownership: 96.22%95.23% (-0.99%)

9% less capital invested

Capital invested by funds: $2.4B → $2.18B (-$220M)

16% less funds holding

Funds holding: 270226 (-44)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 92

69% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 86

98% less call options, than puts

Call options by funds: $9K | Put options by funds: $506K

Holders
226
Holders Change
-44
Holders Change %
-16.3%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
52
Increased
27
Reduced
86
Closed
92
Calls
$9K
Puts
$506K
Net Calls
-$497K
Net Calls Change
-$497K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$1.29K -$701 -35 -33%
DMBA
152
Deseret Mutual Benefit Administrators
Utah
$1.21K
BWA
153
BDO Wealth Advisors
Florida
$1.05K
FFA
154
Farther Finance Advisors
California
$1.02K -$801 -40 -41%
EWM
155
Endurance Wealth Management
Rhode Island
$1K
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$1K
IHWM
157
Iron Horse Wealth Management
Iowa
$976 +$761 +38 +253%
NC
158
Nixon Capital
Texas
$834 -$433K -21,616 -100%
GWSG
159
GPS Wealth Strategies Group
Colorado
$833 +$921 +46 New
FFC
160
First Financial Corp
Indiana
$814
ASN
161
Advisory Services Network
Georgia
$800 -$4.11K -205 -82%
WBC
162
Westpac Banking Corp
Australia
$797
NSIM
163
North Star Investment Management
Illinois
$689 +$761 +38 New
AAG
164
Armstrong Advisory Group
Massachusetts
$653
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$652 -$1K -50 -58%
HS
166
Horan Securities
United States
$622
UB
167
UMB Bank
Missouri
$544 +$601 +30 New
SIC
168
Salem Investment Counselors
North Carolina
$435
RTC
169
Riverview Trust Company
Washington
$417 +$461 +23 New
KTC
170
Kistler-Tiffany Companies
Pennsylvania
$381
AFS
171
Annapolis Financial Services
Maryland
$363
IGWM
172
ICA Group Wealth Management
Colorado
$344 +$100 +5 +36%
PA
173
Parallel Advisors
California
$326 -$901 -45 -71%
FCA
174
FinTrust Capital Advisors
South Carolina
$301
FWM
175
Focused Wealth Management
New York
$256

FG Hedge Fund Activity: Q1 2023 in Review

226 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2023, worth a combined $2.18B — down 9.2% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of FG and 52 opened new positions — a net loss of 40 holders — while 86 trimmed existing stakes and 27 added.

The largest buyer was Brave Warrior Advisors, adding an estimated $16.1M. The largest seller was Madison Avenue Partners, exiting entirely with an estimated $18.2M sold.

  • 226 institutional investors held F&G Annuities & Life (FG) as of Q1 2023, down from 270 in Q4 2022.
  • Funds reported $2.18B of F&G Annuities & Life stock for Q1 2023, down 9.2% quarter-over-quarter.
  • 52 funds opened new F&G Annuities & Life positions in Q1 2023 and 92 closed out, a net change of -40 holders.
  • The largest F&G Annuities & Life buyer in Q1 2023 was Brave Warrior Advisors, an estimated $16.1M added.
  • The largest F&G Annuities & Life seller in Q1 2023 was Madison Avenue Partners, an estimated $18.2M sold.

Based on aggregated 13F filings for Q1 2023.