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F&G Annuities & Life

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: 200205 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
176
MassMutual Private Wealth & Trust
Connecticut
$497
LFG
177
Larson Financial Group
Missouri
$414
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$414 +$440 +10 New
BTI
179
Blue Trust Inc
Georgia
$332 -$24.5K -557 -99%
Q1WB
180
Quest 10 Wealth Builders
Virginia
$332 +$352 +8 New
SIC
181
SJS Investment Consulting
Ohio
$291 -$88 -2 -22%
WTC
182
WhitTier Trust Company
Nevada
$290
DPW
183
DiNuzzo Private Wealth
Pennsylvania
$249
SJIM
184
St. Johns Investment Management
Florida
$249
BWL
185
Bogart Wealth LLC
Virginia
$207
SFGP
186
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$207 +$220 +5 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$124
GFPC
188
Global Financial Private Client
Florida
$124 +$132 +3 New
BLC
189
Brown, Lisle/Cummings
Rhode Island
$83
IA
190
IFP Advisors
Florida
$83
KFI
191
Key Financial Inc
Pennsylvania
$83
Jones Financial Companies
192
Jones Financial Companies
Missouri
$83 +$88 +2 New
VWM
193
Vermillion Wealth Management
Minnesota
$83 +$88 +2 New
RI
194
Ridgewood Investments
New Jersey
$67
CPG
195
Cornerstone Planning Group
New Jersey
$45
FWM
196
FLP Wealth Management
Arkansas
$44 +$44 +1 New
BIA
197
Bell Investment Advisors
California
$42
GEA
198
Glen Eagle Advisors
New Jersey
$42
TFM
199
TFC Financial Management
Massachusetts
$42
HNB
200
Huntington National Bank
Ohio
$41

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.