We are live on ! Find out more
FG icon

F&G Annuities & Life
FG

205 hedge funds and large institutions have $5B invested in F&G Annuities & Life in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $381K

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

3% more funds holding

Funds holding: 200 → 205 (+5)

0.22% more ownership

Funds ownership: 95.63% → 95.84% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less capital invested

Capital invested by funds: $5.39B → $5B (-$388M)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
55
Reduced
50
Closed
21
Calls
$1.04M
Puts
$381K
Net Calls
+$655K
Net Calls Change
-$101K

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$2.47M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.85M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.7M
4
Millennium Management
Millennium Management
New York
+$1.68M
5
Norges Bank
Norges Bank
Norway
+$951K

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$2.45M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.79M
3
Morgan Stanley
Morgan Stanley
New York
-$1.44M
4
BlackRock
BlackRock
New York
-$1.34M
5
KCM
Kennedy Capital Management
Missouri
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
151
Investors Research Corp
Georgia
$1.53K – – –
CCM
152
Chilton Capital Management
Texas
$1.41K – – –
GCM
153
Gables Capital Management
Florida
$1.41K – – –
GSWM
154
Golden State Wealth Management
California
$1.37K +$1.45K +33 New
HWM
155
Hemington Wealth Management
Virginia
$1K +$925 +21 +100%
CAL
156
Capital Analysts LLC
Pennsylvania
$1K +$1.54K +35 New
DCM
157
Davis Capital Management
Florida
$995 – – –
MA
158
Montag & Associates
Georgia
$995 – – –
RTC
159
Riverview Trust Company
Washington
$953 – – –
MA
160
MCF Advisors
Kentucky
$871 – – –
NBT
161
Northwest Bank & Trust
Iowa
$869 – – –
RIL
162
Rothschild Investment LLC
Illinois
$829 – – –
CW
163
Curio Wealth
Maryland
$829 +$881 +20 New
AWM
164
Avior Wealth Management
Nebraska
$828 – – –
GWSG
165
GPS Wealth Strategies Group
Colorado
$787 – – –
WBC
166
West Branch Capital
Massachusetts
$664 – – –
GWM
167
Geneos Wealth Management
Colorado
$663 +$705 +16 New
1IA
168
1620 Investment Advisors
Massachusetts
$653 – – –
SAM
169
Smartleaf Asset Management
Massachusetts
$623 – – –
PS
170
Principal Securities
Iowa
$622 +$44 +1 +7%
PA
171
Parallel Advisors
California
$580 +$616 +14 New
AF
172
Allworth Financial
California
$565 – – –
GRP
173
Global Retirement Partners
California
$539 -$1.45K -33 -72%
TC
174
Truvestments Capital
Florida
$518 – – –
DSC
175
Duncker Streett & Co
Missouri
$497 – – –
5 6
7
8 9

FG Hedge Fund Activity: Q4 2024 in Review

205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q4 2024, worth a combined $5B — down 7.2% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FG positions and 21 closed out — a net gain of 7 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.47M. The largest seller was Brave Warrior Advisors, cutting an estimated $2.45M.

  • 205 institutional investors held F&G Annuities & Life (FG) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $5B of F&G Annuities & Life stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 28 funds opened new F&G Annuities & Life positions in Q4 2024 and 21 closed out, a net change of +7 holders.
  • The largest F&G Annuities & Life buyer in Q4 2024 was American Century Companies, an estimated $2.47M added.
  • The largest F&G Annuities & Life seller in Q4 2024 was Brave Warrior Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2024.