LIFEX 2055 LONGEVITY INCOME (LFAO) Institutional Ownership Changes & 13F Activity

LIFEX 2055 LONGEVITY INCOME (LFAO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Cwm, Llc, Stone Ridge Holdings Group Lp, and Ubs Group Ag.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Susquehanna International Group, LlpBuy+12,798—12,798$2.16MQ4 2025Feb 17, 2026
Stone Ridge Holdings Group LpBuy+5,699—5,699$960.66KQ4 2025Feb 17, 2026
Ubs Group AgBuy+55—55$9.27KQ4 2025Jan 29, 2026
Cwm, LlcBuy+5,795—5,795$977.00KQ4 2025Jan 26, 2026
Showing 4 of 4

Frequently asked questions about LFAO activity

  • Which institutional owners are buying LFAO?

    Institutional owners buying LFAO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LFAO activity?

    "Buy" means an investor increased their reported position in LFAO compared to the prior reporting period. This reflects growing exposure to LIFEX 2055 LONGEVITY INCOME (LFAO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LFAO increasing?

    Institutional interest in LFAO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.