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F&G Annuities & Life

200 hedge funds and large institutions have $5.39B invested in F&G Annuities & Life in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $460K

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

1% more funds holding

Funds holding: 198200 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.07% less ownership

Funds ownership: 95.69%95.63% (-0.07%)

7% less capital invested

Capital invested by funds: $5.8B → $5.39B (-$410M)

Holders
200
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
59
Reduced
38
Closed
27
Calls
$1.22M
Puts
$460K
Net Calls
+$756K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
JF
201
Jump Financial
Illinois
-$317K -8,339 Closed
Verition Fund Management
202
Verition Fund Management
Connecticut
-$295K -7,759 Closed
PCM
203
Palisade Capital Management
New Jersey
-$244K -6,409 Closed
CC
204
Corton Capital
Ontario, Canada
-$218K -5,724 Closed
CIP
205
Convergence Investment Partners
Florida
-$205K -5,384 Closed
Korea Investment Corp
206
Korea Investment Corp
South Korea
-$30K -788 Closed
Citadel Advisors
207
Citadel Advisors
Florida
-$23.4K -565 Closed
CFO
208
CVA Family Office
Colorado
-$20.4K -535 Closed
MG
209
Mather Group
Illinois
-$7.83K -193 Closed
LTI
210
Laffer Tengler Investments
Tennessee
-$5.86K -154 Closed
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
-$2.57K -68 Closed
RWMG
212
Redwood Wealth Management Group
New Jersey
-$1.31K -35 Closed
SIC
213
Salem Investment Counselors
North Carolina
-$914 -24 Closed
OWA
214
Opal Wealth Advisors
New York
-$876 -23 Closed
SWS
215
SYSTM Wealth Solutions
Illinois
-$838 -22 Closed
National Bank of Canada
216
National Bank of Canada
Quebec, Canada
-$677 -18 Closed
ATPW
217
Ashton Thomas Private Wealth
Arizona
-$609 -16 Closed
SA
218
Scarborough Advisors
Maryland
-$266 -7 Closed
OLVIG
219
Oliver Lagore Vanvalin Investment Group
Michigan
-$114 -3 Closed
OP
220
ORG Partners
Indiana
-$117 -3 Closed
HFS
221
Hantz Financial Services
Michigan
-$41 -1 -20%
Jones Financial Companies
222
Jones Financial Companies
Missouri
-$38 -1 Closed
HGERS
223
Householder Group Estate & Retirement Specialist
Arizona
+$331 +8 New
HWM
224
Hemington Wealth Management
Virginia
+$869 +21 New

FG Hedge Fund Activity: Q3 2024 in Review

200 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q3 2024, worth a combined $5.39B — down 7.1% from $5.8B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FG positions and 27 closed out — a net gain of 4 holders — while 59 added to existing stakes and 38 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $5.89M. The largest seller was Brave Warrior Advisors, cutting an estimated $24.6M.

  • 200 institutional investors held F&G Annuities & Life (FG) as of Q3 2024, up from 198 in Q2 2024.
  • Funds reported $5.39B of F&G Annuities & Life stock for Q3 2024, down 7.1% quarter-over-quarter.
  • 31 funds opened new F&G Annuities & Life positions in Q3 2024 and 27 closed out, a net change of +4 holders.
  • The largest F&G Annuities & Life buyer in Q3 2024 was Hotchkis & Wiley Capital Management, an estimated $5.89M added.
  • The largest F&G Annuities & Life seller in Q3 2024 was Brave Warrior Advisors, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.