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F&G Annuities & Life

205 hedge funds and large institutions have $5B invested in F&G Annuities & Life in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $381K

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

10% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 50

3% more funds holding

Funds holding: 200205 (+5)

0.22% more ownership

Funds ownership: 95.63%95.84% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less capital invested

Capital invested by funds: $5.39B → $5B (-$388M)

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
55
Reduced
50
Closed
21
Calls
$1.04M
Puts
$381K
Net Calls
+$655K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
FNF
1
Fidelity National Financial
Florida
$4.41B
BWA
2
Brave Warrior Advisors
New York
$224M -$2.45M -55,729 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$77.3M -$1.06M -24,004 -1%
BlackRock
4
BlackRock
New York
$53.5M -$1.34M -30,438 -2%
State Street
5
State Street
Massachusetts
$17.6M +$500K +11,364 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$17.1M +$1.85M +42,081 +11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$16.5M -$358K -8,141 -2%
Norges Bank
8
Norges Bank
Norway
$14.3M +$951K +21,600 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.6M +$905K +20,559 +9%
AA
10
Ancora Advisors
Ohio
$10.2M +$160K +3,634 +1%
American Century Companies
11
American Century Companies
Missouri
$9.69M +$2.47M +56,073 +32%
KCM
12
Kennedy Capital Management
Missouri
$8.93M -$1.33M -30,097 -12%
Northern Trust
13
Northern Trust
Illinois
$8.72M -$338K -7,685 -4%
Charles Schwab
14
Charles Schwab
California
$8.35M -$3.52K -80 -0%
N
15
Nuveen
North Carolina
$8.11M +$88.1K +2,000 +1%
PL
16
Parkwood LLC
Ohio
$6.87M -$129K -2,932 -2%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$6.33M -$113K -2,575 -2%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.32M +$449K +10,200 +7%
FFM
19
Fisher Funds Management
New Zealand
$5.42M +$5.73M +130,074 New
Principal Financial Group
20
Principal Financial Group
Iowa
$5.2M +$231K +5,246 +4%
Goldman Sachs
21
Goldman Sachs
New York
$4.11M +$599K +13,594 +16%
Morgan Stanley
22
Morgan Stanley
New York
$4.07M -$1.44M -32,669 -25%
SIC
23
Schwartz Investment Counsel
Michigan
$3.99M
JP Morgan Chase
24
JP Morgan Chase
New York
$3.5M +$1.7M +38,576 +84%
Teacher Retirement System of Texas
25
Teacher Retirement System of Texas
Texas
$3.34M +$219K +4,963 +7%

FG Hedge Fund Activity: Q4 2024 in Review

205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F&G Annuities & Life (FG) for Q4 2024, worth a combined $5B — down 7.2% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FG positions and 21 closed out — a net gain of 7 holders — while 55 added to existing stakes and 50 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.47M. The largest seller was Brave Warrior Advisors, cutting an estimated $2.45M.

  • 205 institutional investors held F&G Annuities & Life (FG) as of Q4 2024, up from 200 in Q3 2024.
  • Funds reported $5B of F&G Annuities & Life stock for Q4 2024, down 7.2% quarter-over-quarter.
  • 28 funds opened new F&G Annuities & Life positions in Q4 2024 and 21 closed out, a net change of +7 holders.
  • The largest F&G Annuities & Life buyer in Q4 2024 was American Century Companies, an estimated $2.47M added.
  • The largest F&G Annuities & Life seller in Q4 2024 was Brave Warrior Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2024.