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F&G Annuities & Life

194 hedge funds and large institutions have $3B invested in F&G Annuities & Life in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $2.18B → $3B (+$821M)

0.65% more ownership

Funds ownership: 95.23%95.88% (+0.65%)

14% less funds holding

Funds holding: 226194 (-32)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

53% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 59

62% less call options, than puts

Call options by funds: $312K | Put options by funds: $812K

Holders
194
Holders Change
-32
Holders Change %
-14.16%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
42
Reduced
52
Closed
59
Calls
$312K
Puts
$812K
Net Calls
-$500K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
151
Kistler-Tiffany Companies
Pennsylvania
$521
AFS
152
Annapolis Financial Services
Maryland
$496
IGWM
153
ICA Group Wealth Management
Colorado
$471
NBT
154
Northwest Bank & Trust
Iowa
$445 +$353 +18 New
Allianz Asset Management
155
Allianz Asset Management
Germany
$418 -$20.4K -1,042 -6%
FWM
156
Focused Wealth Management
New York
$353
LFG
157
Larson Financial Group
Missouri
$347
WBC
158
West Branch Capital
Massachusetts
$347
HWM
159
Horizons Wealth Management
North Carolina
$347 +$274 +14 New
APW
160
Acima Private Wealth
Virginia
$322
FCA
161
FinTrust Capital Advisors
South Carolina
$301
DSC
162
Duncker Streett & Co
Missouri
$297
TWC
163
TD Waterhouse Canada
Ontario, Canada
$256
CNBTD
164
Citizens National Bank Trust Department
Mississippi
$248
PO
165
Private Ocean
California
$248
EARNEST Partners
166
EARNEST Partners
Georgia
$223
OSNBOA
167
Old Second National Bank of Aurora
Illinois
$223
IA
168
IFP Advisors
Florida
$174 -$39 -2 -22%
RI
169
Ridgewood Investments
New Jersey
$173
WTC
170
WhitTier Trust Company
Nevada
$173
LWCFA
171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173 +$137 +7 New
SJIM
172
St. Johns Investment Management
Florida
$149
NSG
173
Nalls Sherbakoff Group
Tennessee
$125
CPG
174
Cornerstone Planning Group
New Jersey
$99 +$78 +4 New
JWM
175
Janiczek Wealth Management
Colorado
$75

FG Hedge Fund Activity: Q2 2023 in Review

194 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2023, worth a combined $3B — up 38% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FG and 28 opened new positions — a net loss of 31 holders — while 52 trimmed existing stakes and 42 added.

The largest buyer was BlackRock, adding an estimated $9.76M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.51M sold.

  • 194 institutional investors held F&G Annuities & Life (FG) as of Q2 2023, down from 226 in Q1 2023.
  • Funds reported $3B of F&G Annuities & Life stock for Q2 2023, up 38% quarter-over-quarter.
  • 28 funds opened new F&G Annuities & Life positions in Q2 2023 and 59 closed out, a net change of -31 holders.
  • The largest F&G Annuities & Life buyer in Q2 2023 was BlackRock, an estimated $9.76M added.
  • The largest F&G Annuities & Life seller in Q2 2023 was Citadel Advisors, an estimated $2.51M sold.

Based on aggregated 13F filings for Q2 2023.