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F&G Annuities & Life
FG

190 hedge funds and large institutions have $4.9B invested in F&G Annuities & Life in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $770K | Put options by funds: $742K

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.82% less ownership

Funds ownership: 96.57% → 95.75% (-0.82%)

7% less funds holding

Funds holding: 204 → 190 (-14)

12% less capital invested

Capital invested by funds: $5.57B → $4.9B (-$672M)

23% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 56

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
43
Reduced
56
Closed
31
Calls
$770K
Puts
$742K
Net Calls
+$28K
Net Calls Change
-$1.27M

Top Buyers

Rank Fund Capital Flow
1
PL
Parkwood LLC
Ohio
+$6.45M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.66M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.88M
4
BCM
Basswood Capital Management
New York
+$1.45M
5
American Century Companies
American Century Companies
Missouri
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.28M
2
BWA
Brave Warrior Advisors
New York
-$5.4M
3
First Trust Advisors
First Trust Advisors
Illinois
-$4.54M
4
AA
Ancora Advisors
Ohio
-$3.84M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$3.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
151
Quadrant Capital Group
Ohio
$2.19K -$586 -14 -21%
AWM
152
Avior Wealth Management
Nebraska
$1.82K +$1.88K +45 New
IRC
153
Investors Research Corp
Georgia
$1.5K – – –
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$1.38K +$1.42K +34 New
HBW
155
Hazlett, Burt & Watson
West Virginia
$1K – – –
MA
156
Montag & Associates
Georgia
$974 – – –
SIC
157
Salem Investment Counselors
North Carolina
$974 – – –
DCM
158
Davis Capital Management
Florida
$971 – – –
RTC
159
Riverview Trust Company
Washington
$933 +$962 +23 New
NF
160
Norwood Financial
Pennsylvania
$932 – – –
LFG
161
Larson Financial Group
Missouri
$907 +$335 +8 +57%
SWS
162
SYSTM Wealth Solutions
Illinois
$893 – – –
MA
163
MCF Advisors
Kentucky
$852 – – –
IGWM
164
ICA Group Wealth Management
Colorado
$771 – – –
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$732 -$1.13K -27 -60%
NBT
166
Northwest Bank & Trust
Iowa
$680 – – –
AF
167
Allworth Financial
California
$609 -$7.7K -184 -92%
FCA
168
FinTrust Capital Advisors
South Carolina
$609 – – –
WBC
169
West Branch Capital
Massachusetts
$568 – – –
DSC
170
Duncker Streett & Co
Missouri
$487 – – –
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
$336 – – –
CFB
172
Cullen/Frost Bankers
Texas
$284 -$335 -8 -53%
SA
173
Scarborough Advisors
Maryland
$284 – – –
WTC
174
WhitTier Trust Company
Nevada
$283 – – –
S
175
Sachetta
Massachusetts
$276 – – –
5 6
7
8 9

FG Hedge Fund Activity: Q1 2024 in Review

190 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q1 2024, worth a combined $4.9B — down 12% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FG and 19 opened new positions — a net loss of 12 holders — while 56 trimmed existing stakes and 43 added.

The largest buyer was Parkwood LLC, opening a new position worth an estimated $6.45M. The largest seller was Morgan Stanley, cutting an estimated $6.28M.

  • 190 institutional investors held F&G Annuities & Life (FG) as of Q1 2024, down from 204 in Q4 2023.
  • Funds reported $4.9B of F&G Annuities & Life stock for Q1 2024, down 12% quarter-over-quarter.
  • 19 funds opened new F&G Annuities & Life positions in Q1 2024 and 31 closed out, a net change of -12 holders.
  • The largest F&G Annuities & Life buyer in Q1 2024 was Parkwood LLC, an estimated $6.45M added.
  • The largest F&G Annuities & Life seller in Q1 2024 was Morgan Stanley, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2024.