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American Financial Group
AFG

Overview Fund Activity

242 hedge funds and large institutions have $3.22B invested in American Financial Group in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
7.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
27
Increased
84
Reduced
94
Closed
23
Calls
–
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$432K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$159M
2
AL
AJO LP
Pennsylvania
$156M
3
CIM
Calvert Investment Management
Maryland
$19.6M
4
BFA
BlackRock Fund Advisors
California
$115M
5
Millennium Management
Millennium Management
New York
$10.6M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$20.4M
2
Principal Financial Group
Principal Financial Group
Iowa
$10.2M
3
LSV Asset Management
LSV Asset Management
Illinois
$216M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$53.6M
5
UBS AM
UBS AM
Illinois
$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$23K – – –
FBT
227
Founders Bank & Trust
Michigan
$23K +$23K +420 New
GT
228
Glenmede Trust
Pennsylvania
$22K -$14.1K -255 -39%
WCBA
229
Weaver C. Barksdale & Associates
Tennessee
$22K – – –
FAM
230
Formidable Asset Management
Ohio
$20K – – –
OC
231
Oakworth Capital
Alabama
$20K +$20K +338 New
VIA
232
Vantage Investment Advisors
Pennsylvania
$20K +$20K +346 New
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
MFS
234
MSI Financial Services
Massachusetts
$13K -$6.64K -118 -34%
RFA
235
Reilly Financial Advisors
California
$10K +$1.07K +18 +12%
LFG
236
LifePlan Financial Group
Ohio
$9K +$9K +150 New
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.12K +$841 +14,579 +16%
WEC
238
Winslow Evans & Crocker
Massachusetts
$4K +$4K +67 New
BCMIO
239
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3K +60 New
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
WA
241
WFG Advisors
Texas
$1K – – –
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +12 New
HCC
243
Hirtle Callaghan & Co
Pennsylvania
$1K +$1K +14 New
Fidelity Investments
244
Fidelity Investments
Massachusetts
– -$5.75M -106,300 Closed
NI
245
Numeric Investors
Massachusetts
– -$5.66M -104,767 Closed
Los Angeles Capital Management
246
Los Angeles Capital Management
California
– -$1.22M -22,527 Closed
NBC
247
Neuberger Berman Canada
Ontario, Canada
– -$728K -13,470 Closed
CA
248
Commerzbank Aktiengesellschaft
Germany
– -$665K -12,300 Closed
FCBT
249
First Citizens Bank & Trust
North Carolina
– -$590K -10,922 Closed
CCMH
250
Cornerstone Capital Management Holdings
New York
– -$577K -10,677 Closed
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