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F&G Annuities & Life

204 hedge funds and large institutions have $5.57B invested in F&G Annuities & Life in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $345K

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

64% more capital invested

Capital invested by funds: $3.39B → $5.57B (+$2.18B)

8% more funds holding

Funds holding: 189204 (+15)

0.2% more ownership

Funds ownership: 96.37%96.57% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
41
Increased
38
Reduced
60
Closed
24
Calls
$1.65M
Puts
$345K
Net Calls
+$1.3M
Net Calls Change
+$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
151
National Bank of Canada
Quebec, Canada
$2.04K -$783 -21 -32%
IRC
152
Investors Research Corp
Georgia
$1.7K -$44.6K -1,196 -97%
ASN
153
Advisory Services Network
Georgia
$1.49K +$1.19K +32 New
DA
154
Denali Advisors
California
$1.33K +$1.08K +29 New
MA
155
Montag & Associates
Georgia
$1.1K
SIC
156
Salem Investment Counselors
North Carolina
$1.1K
DCM
157
Davis Capital Management
Florida
$1.1K +$895 +24 New
NF
158
Norwood Financial
Pennsylvania
$1.06K -$37 -1 -4%
SWS
159
SYSTM Wealth Solutions
Illinois
$1.01K +$820 +22 New
BTI
160
Blue Trust Inc
Georgia
$1K -$9.58K -257 -87%
CAL
161
Capital Advisors Ltd
Ohio
$1K
HBW
162
Hazlett, Burt & Watson
West Virginia
$1K
MA
163
MCF Advisors
Kentucky
$966 +$783 +21 New
AFS
164
Annapolis Financial Services
Maryland
$920
IGWM
165
ICA Group Wealth Management
Colorado
$874 +$709 +19 New
NBT
166
Northwest Bank & Trust
Iowa
$828 +$671 +18 New
CFB
167
Cullen/Frost Bankers
Texas
$701 -$783 -21 -58%
FCA
168
FinTrust Capital Advisors
South Carolina
$690
FWM
169
Focused Wealth Management
New York
$660
LFG
170
Larson Financial Group
Missouri
$644
WBC
171
West Branch Capital
Massachusetts
$644
DSC
172
Duncker Streett & Co
Missouri
$552
PO
173
Private Ocean
California
$460
OSNBOA
174
Old Second National Bank of Aurora
Illinois
$414
TIM
175
Thompson Investment Management
Wisconsin
$368 -$153K -4,100 -100%

FG Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q4 2023, worth a combined $5.57B — up 64% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FG positions and 24 closed out — a net gain of 17 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.9M. The largest seller was Brave Warrior Advisors, cutting an estimated $17.6M.

  • 204 institutional investors held F&G Annuities & Life (FG) as of Q4 2023, up from 189 in Q3 2023.
  • Funds reported $5.57B of F&G Annuities & Life stock for Q4 2023, up 64% quarter-over-quarter.
  • 41 funds opened new F&G Annuities & Life positions in Q4 2023 and 24 closed out, a net change of +17 holders.
  • The largest F&G Annuities & Life buyer in Q4 2023 was Vanguard Group, an estimated $14.9M added.
  • The largest F&G Annuities & Life seller in Q4 2023 was Brave Warrior Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2023.