undamentalytics Newsletter

F&G Annuities & Life, Inc.: which funds bought and sold

Institutions that bought and sold F&G Annuities & Life shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 137 institutions that filed 13F reports for both quarters added to or opened positions in F&G Annuities & Life, and 141 cut or closed them. Together they added a net 2.4M shares, +2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 153K shares (−3.8%); index fund managers were net sellers of 174K shares (−1.6%). 48 opened a new position and 56 sold out entirely.

Bought, Q2 2026 137 institutions, 48 of them new holders Sold, Q2 2026 141 institutions, 56 of them sold out
Net change, all compared +2.4M shares (+2.0%)
Net change, active managers −153K shares (−3.8%), 18 bought, 17 sold

Buyers versus sellers

institutions compared, 362
Active managers and hedge funds 18 bought · 17 sold · −153K
Index fund managers 6 bought · 3 sold · −174K
Other institutions 113 bought · 121 sold · +2.8M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of America Corp +2.2M +5173.5% 2.2M $59.2M
First Trust Advisors LP +1.0M New position 1.0M $27.5M
Goldman Sachs Group Inc +758K +222.0% 1.1M $29.2M
Dimensional Fund Advisors LP +656K +44.3% 2.1M $56.8M
State Street Corp Index funds +603K +72.7% 1.4M $38.1M
Invesco Ltd. +318K +286.6% 429K $11.4M
American Century Companies Inc Active manager +212K +33.5% 844K $22.4M
Ameriprise Financial Inc +194K +20.1% 1.2M $30.8M
Principal Financial Group Inc +179K New position 179K $4.8M
Jpmorgan Chase & Co +172K +129.0% 304K $8.3M
Point72 Asset Management, L.P. Hedge fund +160K +124.0% 289K $7.7M
Healthcare Of Ontario Pension Plan Trust Fund +159K New position 159K $4.2M
Public Sector Pension Investment Board +127K New position 127K $3.4M
Susquehanna Fundamental Investments, LLC +125K New position 125K $3.3M
HRT Financial LP +115K +109.2% 220K $5.9M
Charles Schwab Investment Management Inc Index funds +101K +20.7% 590K $15.7M
Bank Of New York Mellon Corp +97K +23.5% 508K $13.5M
Morgan Stanley +95K +18.6% 609K $16.2M
PDT Partners, LLC Hedge fund +91K +40.3% 318K $8.5M
AQR Capital Management LLC Hedge fund +73K +37.5% 268K $7.1M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Brave Warrior Advisors, LLC −2.9M −53.6% 2.5M $66M
Blackrock, Inc. Index funds −736K −17.9% 3.4M $89.8M
Vanguard Capital Management LLC Index funds −268K −14.8% 1.5M $41.1M
UBS Group AG −204K −80.3% 50K $1.3M
Edgestream Partners, L.P. Hedge fund −192K Sold out 0 —
Jane Street Group, LLC −191K Sold out 0 —
Balyasny Asset Management L.P. Hedge fund −160K Sold out 0 —
Algert Global LLC Hedge fund −143K −33.2% 288K $7.7M
Nuveen, LLC −135K −23.9% 431K $11.4M
Trexquant Investment LP Hedge fund −126K −80.4% 31K $817,244
Squarepoint Ops LLC Hedge fund −126K Sold out 0 —
SEB Asset Management AB −93K −40.4% 137K $3.6M
Aquatic Capital Management LLC −87K −96.0% 3,651 $97,080
Polymer Capital Management (US) LLC −78K Sold out 0 —
Tudor Investment Corp Et Al Hedge fund −58K Sold out 0 —
Prudential Financial Inc −51K −57.9% 37K $987,021
Quantbot Technologies LP Hedge fund −38K −81.8% 8,438 $224,366
Fieldview Capital Management, LLC −35K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −31K Sold out 0 —
SG Americas Securities, LLC −31K −86.1% 4,949 $132,000

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Edgestream Partners, L.P.Hedge fund 192K $4.9M
Jane Street Group, LLC 191K $4.8M
Balyasny Asset Management L.P.Hedge fund 160K $4.1M
Squarepoint Ops LLCHedge fund 126K $3.2M
Polymer Capital Management (US) LLC 78K $2M
Tudor Investment Corp Et AlHedge fund 58K $1.5M
Fieldview Capital Management, LLC 35K $895,746
Qube Research & Technologies LtdHedge fund 31K $785,350
Islay Capital Management, LLC 28K $716,607
Stoneridge Investment Partners LLC 25K $638,000

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
315
Ten largest holders
88.1%
of 13F-reported shares
Index fund managers
8.3%
of 13F-reported shares
Active managers and hedge funds
3.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 18 17 3 8 −153K −3.8%
Index fund managers 6 3 0 0 −174K −1.6%
Other institutions 113 121 45 48 +2.8M +2.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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