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F&G Annuities & Life

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: 189204 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
TI
201
Trexquant Investment
Connecticut
-$873K -31,120 Closed
JF
202
Jump Financial
Illinois
-$505K -18,008 Closed
Millennium Management
203
Millennium Management
New York
-$362K -12,885 Closed
DFCM
204
Dark Forest Capital Management
Puerto Rico
-$357K -12,735 Closed
Verition Fund Management
205
Verition Fund Management
Connecticut
-$294K -10,479 Closed
RA
206
Royce & Associates
New York
-$260K -9,266 Closed
Qube Research & Technologies (QRT)
207
Qube Research & Technologies (QRT)
United Kingdom
-$250K -8,918 Closed
SG Americas Securities
208
SG Americas Securities
New York
-$209K -7,449 Closed
BHCM
209
Boulder Hill Capital Management
New York
-$201K -7,175 Closed
CSPIA
210
Cary Street Partners Investment Advisory
Virginia
-$41.6K -1,481 Closed
Loomis, Sayles & Company
211
Loomis, Sayles & Company
Massachusetts
-$14K -503 Closed
IG
212
ING Group
Netherlands
-$2.1K -75 Closed
DMBA
213
Deseret Mutual Benefit Administrators
Utah
-$1.49K -53 Closed
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
-$912 -33 Closed
TSWM
215
Tyler-Stone Wealth Management
Ohio
-$1K -27 Closed
Creative Planning
216
Creative Planning
Kansas
-$664 -24 Closed
RTC
217
Riverview Trust Company
Washington
-$645 -23 Closed
APW
218
Acima Private Wealth
Virginia
-$365 -13 Closed
CA
219
Clearstead Advisors
Ohio
-$282 -10 Closed
EARNEST Partners
220
EARNEST Partners
Georgia
-$253 -9 Closed
IA
221
IFP Advisors
Florida
-$196 -7 Closed
HFS
222
Hantz Financial Services
Michigan
-$75 -2 -29%
LCM
223
Logan Capital Management
Pennsylvania
-$56 -2 Closed
RFA
224
Register Financial Advisors
Georgia
-$56 -2 Closed
ADL
225
Asset Dedication LLC
California
+$224 +6 New

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.