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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
FNF
1
Fidelity National Financial
Florida
$4.9B
BWA
2
Brave Warrior Advisors
New York
$286M -$17.6M -472,822 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.4M +$14.9M +399,267 +27%
BlackRock
4
BlackRock
New York
$62.6M +$1.61M +43,260 +3%
State Street
5
State Street
Massachusetts
$18.2M +$40.3K +1,082 +0.3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$17.4M +$606K +16,255 +4%
KCM
7
Kennedy Capital Management
Missouri
$16.8M +$53.1K +1,424 +0.4%
BCM
8
Basswood Capital Management
New York
$13.1M
Morgan Stanley
9
Morgan Stanley
New York
$12.9M +$6.12M +164,192 +141%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.5M +$6.54M +175,466 +235%
AA
11
Ancora Advisors
Ohio
$11M -$1.52M -40,861 -15%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$9.8M -$597 -16 -0%
Northern Trust
13
Northern Trust
Illinois
$9.63M +$150K +4,018 +2%
N
14
Nuveen
North Carolina
$8.7M -$863K -23,131 -11%
Charles Schwab
15
Charles Schwab
California
$8.63M +$100K +2,695 +1%
Norges Bank
16
Norges Bank
Norway
$8.2M +$1.15M +30,800 +21%
Principal Financial Group
17
Principal Financial Group
Iowa
$8.14M -$60.2K -1,614 -0.9%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$6.92M -$547K -14,662 -9%
First Trust Advisors
19
First Trust Advisors
Illinois
$4.54M +$2.93M +78,606 +393%
SIC
20
Schwartz Investment Counsel
Michigan
$4.43M
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$4.04M +$327K +8,763 +11%
Invesco
22
Invesco
Georgia
$3.72M +$280K +7,505 +10%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$3.71M +$96.4K +2,585 +3%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$3.7M
Goldman Sachs
25
Goldman Sachs
New York
$3.2M -$93.3K -2,501 -3%

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.