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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
WTC
176
WhitTier Trust Company
Nevada
$266
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$266 +$274 +7 New
S
178
Sachetta
Massachusetts
$259
DPW
179
DiNuzzo Private Wealth
Pennsylvania
$229 +$235 +6 New
SJIM
180
St. Johns Investment Management
Florida
$228
OP
181
ORG Partners
Indiana
$117 -$6.46K -165 -98%
JWM
182
Janiczek Wealth Management
Colorado
$115
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$114
OLVIG
184
Oliver Lagore Vanvalin Investment Group
Michigan
$114 +$118 +3 New
BLC
185
Brown, Lisle/Cummings
Rhode Island
$76
KFI
186
Key Financial Inc
Pennsylvania
$76
CPG
187
Cornerstone Planning Group
New Jersey
$75 +$39 +1 +50%
BIA
188
Bell Investment Advisors
California
$39
GEA
189
Glen Eagle Advisors
New Jersey
$39
TFM
190
TFC Financial Management
Massachusetts
$39 +$39 +1 New
HNB
191
Huntington National Bank
Ohio
$38
LC
192
Lindbrook Capital
California
$38
MHR
193
Matthew Hamilton Rosenberg
$38
Jones Financial Companies
194
Jones Financial Companies
Missouri
$38 +$39 +1 New
BCM
195
Basswood Capital Management
New York
-$12.9M -318,352 Closed
VI
196
Versor Investments
New York
-$710K -17,500 Closed
GCP
197
GSA Capital Partners
United Kingdom
-$690K -17,023 Closed
Franklin Resources
198
Franklin Resources
California
-$499K -12,313 Closed
AIG
199
American International Group
New York
-$374K -9,234 Closed
MAM
200
Martingale Asset Management
Massachusetts
-$245K -6,034 Closed

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.