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F&G Annuities & Life

198 hedge funds and large institutions have $5.8B invested in F&G Annuities & Life in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $456K

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

18% more capital invested

Capital invested by funds: $4.9B → $5.8B (+$900M)

4% more funds holding

Funds holding: 190198 (+8)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 95.75%95.69% (-0.06%)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
54
Reduced
52
Closed
17
Calls
$1.24M
Puts
$456K
Net Calls
+$787K
Net Calls Change
+$759K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
151
Salem Investment Counselors
North Carolina
$914
DCM
152
Davis Capital Management
Florida
$905
OWA
153
Opal Wealth Advisors
New York
$876 +$901 +23 New
RTC
154
Riverview Trust Company
Washington
$875
SWS
155
SYSTM Wealth Solutions
Illinois
$838
MA
156
MCF Advisors
Kentucky
$800
AWM
157
Avior Wealth Management
Nebraska
$761 -$979 -25 -56%
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$761 +$705 +18 +900%
GWSG
159
GPS Wealth Strategies Group
Colorado
$723 -$3.92K -100 -84%
IGWM
160
ICA Group Wealth Management
Colorado
$685 -$39 -1 -5%
NBT
161
Northwest Bank & Trust
Iowa
$684
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$677
ATPW
163
Ashton Thomas Private Wealth
Arizona
$609 +$627 +16 New
SAM
164
Smartleaf Asset Management
Massachusetts
$582 +$588 +15 New
FCA
165
FinTrust Capital Advisors
South Carolina
$571
RIL
166
Rothschild Investment LLC
Illinois
$571 +$588 +15 New
AF
167
Allworth Financial
California
$570 -$78 -2 -13%
WBC
168
West Branch Capital
Massachusetts
$533
PS
169
Principal Securities
Iowa
$533 +$353 +9 +180%
DSC
170
Duncker Streett & Co
Missouri
$457
LFG
171
Larson Financial Group
Missouri
$381 -$470 -12 -55%
SIC
172
SJS Investment Consulting
Ohio
$343 +$353 +9 New
RI
173
Ridgewood Investments
New Jersey
$271 +$274 +7 New
CFB
174
Cullen/Frost Bankers
Texas
$266
SA
175
Scarborough Advisors
Maryland
$266

FG Hedge Fund Activity: Q2 2024 in Review

198 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q2 2024, worth a combined $5.8B — up 18% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FG positions and 17 closed out — a net gain of 10 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Norges Bank, adding an estimated $5.03M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $12.9M sold.

  • 198 institutional investors held F&G Annuities & Life (FG) as of Q2 2024, up from 190 in Q1 2024.
  • Funds reported $5.8B of F&G Annuities & Life stock for Q2 2024, up 18% quarter-over-quarter.
  • 27 funds opened new F&G Annuities & Life positions in Q2 2024 and 17 closed out, a net change of +10 holders.
  • The largest F&G Annuities & Life buyer in Q2 2024 was Norges Bank, an estimated $5.03M added.
  • The largest F&G Annuities & Life seller in Q2 2024 was Basswood Capital Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2024.