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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.

New
Increased
Maintained
Reduced
Closed

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: 190198 (+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: 22 (0)

0.06% less ownership

Funds ownership: 95.75%95.69% (-0.06%)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
54
Reduced
52
Closed
17
Calls
$1.24M
Puts
$456K
Net Calls
+$787K
Net Calls Change
+$759K
Name Holding Trade Value Shares
Change
Change in
Stake
FNF
1
Fidelity National Financial
Florida
$5.26B
BWA
2
Brave Warrior Advisors
New York
$230M -$1.51M -38,519 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71.6M +$110K +2,814 +0.1%
BlackRock
4
BlackRock
New York
$48.7M -$1.36M -34,750 -3%
State Street
5
State Street
Massachusetts
$15.5M +$203K +5,187 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$15.3M +$502K +12,806 +3%
KCM
7
Kennedy Capital Management
Missouri
$12.8M -$514K -13,116 -4%
Norges Bank
8
Norges Bank
Norway
$12.3M +$5.03M +128,308 +66%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$12.3M +$2.53M +64,669 +25%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.52M +$131K +3,331 +1%
Northern Trust
11
Northern Trust
Illinois
$8.15M +$320K +8,170 +4%
N
12
Nuveen
North Carolina
$7.36M +$61.5K +1,569 +0.8%
Charles Schwab
13
Charles Schwab
California
$7.27M -$8.93K -228 -0.1%
AA
14
Ancora Advisors
Ohio
$6.78M +$1.25M +31,875 +22%
PL
15
Parkwood LLC
Ohio
$6.6M +$762K +19,444 +13%
Russell Investments Group
16
Russell Investments Group
United Kingdom
$4.97M -$8.74K -223 -0.2%
American Century Companies
17
American Century Companies
Missouri
$4.51M +$3.19M +81,328 +218%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.72M -$2.93M -74,731 -43%
SIC
19
Schwartz Investment Counsel
Michigan
$3.67M
Morgan Stanley
20
Morgan Stanley
New York
$3.23M -$1.78M -45,411 -35%
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$3.06M
Goldman Sachs
22
Goldman Sachs
New York
$2.79M -$291K -7,423 -9%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$2.49M -$103K -2,619 -4%
Jane Street
24
Jane Street
New York
$2.11M +$902K +23,031 +71%
UBS AM
25
UBS AM
Illinois
$1.93M +$1.34M +34,295 +210%

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.