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F&G Annuities & Life
FG

Overview Fund Activity

203 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, 59 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+15
Holders Change %
+7.98%
% of All Funds
2.98%
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
59
Closed
24
Calls
$1.65M
Puts
$345K
Net Calls
+$1.3M
Net Calls Change
+$1.29M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$85.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$11.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.9M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.54M
5
BlackRock
5
BlackRock
New York
$62.6M

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$286M
2
AA
2
Ancora Advisors
Ohio
$11M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$407K
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$2.45M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
176
Salomon & Ludwin
Virginia
$337 – – –
WTC
177
WhitTier Trust Company
Nevada
$322 – – –
SA
178
Scarborough Advisors
Maryland
$322 +$322 +7 New
SJIM
179
St. Johns Investment Management
Florida
$276 – – –
NSG
180
Nalls Sherbakoff Group
Tennessee
$276 – – –
S
181
Sachetta
Massachusetts
$276 +$276 +6 New
PS
182
Principal Securities
Iowa
$230 +$230 +5 New
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$184 – – –
MSWM
184
McGlone Suttner Wealth Management
Wisconsin
$146 +$146 +3 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
185
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$138 – – –
JWM
186
Janiczek Wealth Management
Colorado
$138 – – –
CPG
187
Cornerstone Planning Group
New Jersey
$138 – – –
Allspring Global Investments
188
Allspring Global Investments
North Carolina
$92 -$615K -13,359 -100%
KFI
189
Key Financial Inc
Pennsylvania
$92 – – –
BLC
190
Brown, Lisle/Cummings
Rhode Island
$92 – – –
GEA
191
Glen Eagle Advisors
New Jersey
$47 – – –
IHWM
192
Iron Horse Wealth Management
Iowa
$46 -$5.57K -121 -99%
MHR
193
Matthew Hamilton Rosenberg
$46 – – –
LS
194
Livforsakringsbolaget Skandia
Sweden
$46 – – –
LC
195
Lindbrook Capital
California
$46 – – –
BIA
196
Bell Investment Advisors
California
$46 – – –
HNB
197
Huntington National Bank
Ohio
$46 – – –
LA
198
LM Advisors
California
$46 +$46 +1 New
FGAM
199
Financial Gravity Asset Management
Texas
$31 -$13 – –
TI
200
Trexquant Investment
Connecticut
– -$873K -31,120 Closed
5 6 7
8
9