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.
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: 190 → 198 (+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: 2 → 2 (0)
0.06% less ownership
Funds ownership: 95.75% → 95.69% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$5.03M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$3.19M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.53M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$1.34M |
| 5 |
AMCA
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$12.9M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$2.93M |
| 3 |
Renaissance Technologies
New York
|
-$1.97M |
| 4 |
Morgan Stanley
New York
|
-$1.78M |
| 5 |
BWA
Brave Warrior Advisors
New York
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Pathstone Holdings
Englewood,
New Jersey
| – | -$203K | -5,004 | Closed |
|
|
BPA
202
Beacon Pointe Advisors
Newport Beach,
California
| – | -$202K | -4,969 | Closed |
|
|
SOW
203
State of Wyoming
Cheyenne,
Wyoming
| – | -$187K | -4,604 | Closed |
|
|
QT
204
Quantbot Technologies
New York
| – | -$144K | -3,563 | Closed |
|
|
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$42.7K | -1,054 | Closed |
|
206
Acadian Asset Management
Boston,
Massachusetts
| – | -$39K | -979 | Closed |
|
|
EC
207
EntryPoint Capital
New York
| – | -$38.4K | -948 | Closed |
|
|
BBHC
208
Brown Brothers Harriman & Co
New York
| – | -$4.87K | -120 | Closed |
|
209
Bessemer Group
Woodbridge,
New Jersey
| – | -$3.29K | -84 | -99% |
|
210
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.38K | -34 | Closed |
|
|
HBW
211
Hazlett, Burt & Watson
Wheeling,
West Virginia
| – | -$1K | -22 | Closed |
|
|
HGERS
212
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$336 | -8 | Closed |
|
|
POIA
213
Pin Oak Investment Advisors
Houston,
Texas
| – | +$313 | +8 | New |
|
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.