Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

F&G ANNUITIES & LIFE INC (FG)

322 + Investors. Track Smart Money conviction in FG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -115
Streak
1Q ▼
Buyers last Q
33%

Smart Money Signals — FG

Based on 324 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 74% of 3.0Y peak

74% of all-time peak
324 funds currently hold this stock — 74% of the 3.0-year high of 439 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 33% buying

143 buying291 selling
Last quarter: 291 funds sold vs only 143 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-187 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 42 → 241 → 54. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 31% long-term, 40% new

■ 31% conviction (2yr+) ■ 29% medium ■ 40% new
Of the 324 current holders: 102 (31%) held >2 years, 93 held 1–2 years, and 129 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -1%, value -19%

Value
-19%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

66 → 35 → 42 → 241 → 54 new funds/Q
New funds entering each quarter: 35 → 42 → 241 → 54. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 10% 1-2yr ■ 39% new
Of 328 current holders: 167 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
44 of 324 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FG

In 2026 Q1, 143 hedge funds were net buyers of FG (54 opened a new position, 89 added to an existing one), while 291 reduced or exited (122 trimmed, 169 sold completely) — a 33% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -115 funds (more exits than new entries). Total institutional holders: 324.

Hedge Fund Ownership: FG

How many hedge funds hold FG — quarterly history vs. share price
Quarterly hedge fund ownership of FG vs. share price

Market Analysis: FG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy F&G ANNUITIES & LIFE INC (FG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 71d ago
FG
+13.5%
XLF
+5.8%

FG outperformed XLF by +7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
FG
+2.1%
XLF
+2.2%

Since the filing became public, FG outperformed XLF by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FG
322 + Investors

Track Smart Money conviction in FG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 322 439 -26.65%
13F Shares 125M 126M -1.09%
Total Value $3.15B $3.88B -18.97%
New Positions 52 241 -189
Increased Positions 87 153 -66
Closed Positions 169 20 +149
Reduced Positions 121 33 +88
Total Calls 2 2 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 2.0 1.5 Bearish

Statistics: FG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

322 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of FG — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fidelity National Financial, Inc. 88.27% 94,662,347 $2.40B
2 Brave Warrior Advisors, LLC 3.35% 5,353,141 $135.5M
3 DENALI ADVISORS LLC 0.77% 273,600 $6.9M
4 STONERIDGE INVESTMENT PARTNERS LLC 0.46% 25,187 —
5 Arete Wealth Advisors, LLC 0.45% 12,791 $6.0M
6 ISLAY CAPITAL MANAGEMENT, LLC 0.36% 28,302 $717K
7 PDT Partners, LLC 0.34% 226,875 $5.7M
8 Fieldview Capital Management, LLC 0.26% 35,377 $896K
9 Livforsakringsbolaget Skandia, Omsesidigt 0.21% 18,579 $5.5M
10 Polymer Capital Management (US) LLC 0.20% 77,983 $2.0M
11 National Wealth Management Group, LLC 0.16% 17,497 $443K
12 ALGERT GLOBAL LLC 0.16% 431,254 $11K
13 VARCOV Co. 0.16% 17,165 $435K
14 Edgestream Partners, L.P. 0.16% 191,759 $4.9M
15 Crescent Grove Advisors, LLC 0.16% 65,221 $1.7M
16 Bayview Asset Management, LLC 0.15% 15,000 $380K
17 ARTHUR M. COHEN & ASSOCIATES, LLC 0.12% 26,600 $686K
18 Eaton Financial Holdings Company, LLC 0.11% 13,370 $339K
19 Covestor Ltd 0.09% 5,094 —
20 SCHWARTZ INVESTMENT COUNSEL INC 0.09% 96,384 $2.4M
21 Moors & Cabot, Inc. 0.09% 79,824 $2.0M
22 STEPHENS INC /AR/ 0.08% 266,175 $6.7M
23 Numerai GP LLC 0.08% 29,808 $755K
24 Capital Advisors Wealth Management, LLC 0.07% 19,638 $497K
25 Aquatic Capital Management LLC 0.07% 90,716 $2.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — F&G ANNUITIES & LIFE INC (FG)

What does the Smart Money Trend signal show for FG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FG?

Heavy selling pressure — only 33% buying: Last quarter: 291 funds sold vs only 143 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for FG holders?

Smaller funds dominant — 8% AUM from top-100: 44 of 324 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FG?

Mixed — 31% long-term, 40% new: Of the 324 current holders: 102 (31%) held >2 years, 93 held 1–2 years, and 129 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy F&G ANNUITIES & LIFE INC (FG) following the 2026 Q1 hedge fund 13F filings?

As of today, FG has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.2% for the XLF sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), FG has gained +13.5% vs +5.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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