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F&G Annuities & Life
FG

204 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, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

377% more call options, than puts

Call options by funds: $1.65M | Put options by funds: $345K

71% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 24

64% more capital invested

Capital invested by funds: $3.39B → $5.57B (+$2.18B)

8% more funds holding

Funds holding: 189 → 204 (+15)

0.2% more ownership

Funds ownership: 96.37% → 96.57% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

37% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 60

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
2.97%
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
60
Closed
24
Calls
$1.65M
Puts
$345K
Net Calls
+$1.3M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$14.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$6.12M
4
First Trust Advisors
First Trust Advisors
Illinois
+$2.93M
5
BlackRock
BlackRock
New York
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$17.6M
2
AA
Ancora Advisors
Ohio
-$1.52M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.43M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.34M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
176
Centennial Bank
Arkansas
$368 +$298 +8 New
SL
177
Salomon & Ludwin
Virginia
$337 – – –
WTC
178
WhitTier Trust Company
Nevada
$322 – – –
SA
179
Scarborough Advisors
Maryland
$322 +$261 +7 New
NSG
180
Nalls Sherbakoff Group
Tennessee
$276 – – –
SJIM
181
St. Johns Investment Management
Florida
$276 – – –
S
182
Sachetta
Massachusetts
$276 +$224 +6 New
PS
183
Principal Securities
Iowa
$230 +$186 +5 New
MPWT
184
MassMutual Private Wealth & Trust
Connecticut
$184 – – –
MSWM
185
McGlone Suttner Wealth Management
Wisconsin
$146 +$112 +3 New
CPG
186
Cornerstone Planning Group
New Jersey
$138 – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$138 – – –
JWM
188
Janiczek Wealth Management
Colorado
$138 – – –
Allspring Global Investments
189
Allspring Global Investments
North Carolina
$92 -$498K -13,359 -100%
BLC
190
Brown, Lisle/Cummings
Rhode Island
$92 – – –
KFI
191
Key Financial Inc
Pennsylvania
$92 – – –
GEA
192
Glen Eagle Advisors
New Jersey
$47 – – –
IHWM
193
Iron Horse Wealth Management
Iowa
$46 -$4.51K -121 -99%
BIA
194
Bell Investment Advisors
California
$46 – – –
HNB
195
Huntington National Bank
Ohio
$46 – – –
LC
196
Lindbrook Capital
California
$46 – – –
LS
197
Livforsakringsbolaget Skandia
Sweden
$46 – – –
MHR
198
Matthew Hamilton Rosenberg
$46 – – –
LA
199
LM Advisors
California
$46 +$37 +1 New
FGAM
200
Financial Gravity Asset Management
Texas
$31 – – –
5 6 7
8
9

FG Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q4 2023, worth a combined $5.57B — up 64% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FG positions and 24 closed out — a net gain of 17 holders — while 38 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.9M. The largest seller was Brave Warrior Advisors, cutting an estimated $17.6M.

  • 204 institutional investors held F&G Annuities & Life (FG) as of Q4 2023, up from 189 in Q3 2023.
  • Funds reported $5.57B of F&G Annuities & Life stock for Q4 2023, up 64% quarter-over-quarter.
  • 41 funds opened new F&G Annuities & Life positions in Q4 2023 and 24 closed out, a net change of +17 holders.
  • The largest F&G Annuities & Life buyer in Q4 2023 was Vanguard Group, an estimated $14.9M added.
  • The largest F&G Annuities & Life seller in Q4 2023 was Brave Warrior Advisors, an estimated $17.6M sold.

Based on aggregated 13F filings for Q4 2023.