F&G Annuities & Life
189 hedge funds and large institutions have $3.39B invested in F&G Annuities & Life in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 56 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more call options, than puts
Call options by funds: $84K | Put options by funds: $72K
13% more capital invested
Capital invested by funds: $3B → $3.39B (+$392M)
0.48% more ownership
Funds ownership: 95.88% → 96.37% (+0.48%)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
3% less funds holding
Funds holding: 194 → 189 (-5)
27% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.6M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.58M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$1.15M |
| 4 |
Goldman Sachs
New York
|
+$957K |
| 5 |
AIM
Allen Investment Management
New York
|
+$890K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$11.2M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$3.16M |
| 3 |
BWA
Brave Warrior Advisors
New York
|
-$2.82M |
| 4 |
Renaissance Technologies
New York
|
-$1.67M |
| 5 |
Morgan Stanley
New York
|
-$1.65M |
FG Hedge Fund Activity: Q3 2023 in Review
189 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q3 2023, worth a combined $3.39B — up 13% from $3B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of FG and 19 opened new positions — a net loss of 1 holder — while 56 trimmed existing stakes and 41 added.
The largest buyer was Vanguard Group, adding an estimated $11.6M. The largest seller was Basswood Capital Management, cutting an estimated $11.2M.
- 189 institutional investors held F&G Annuities & Life (FG) as of Q3 2023, down from 194 in Q2 2023.
- Funds reported $3.39B of F&G Annuities & Life stock for Q3 2023, up 13% quarter-over-quarter.
- 19 funds opened new F&G Annuities & Life positions in Q3 2023 and 20 closed out, a net change of -1 holder.
- The largest F&G Annuities & Life buyer in Q3 2023 was Vanguard Group, an estimated $11.6M added.
- The largest F&G Annuities & Life seller in Q3 2023 was Basswood Capital Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2023.