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American Financial Group

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

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

6% more capital invested

Capital invested by funds: $3.03B → $3.22B (+$195M)

2% more funds holding

Funds holding: 238242 (+4)

0.47% less ownership

Funds ownership: 63.04%62.57% (-0.47%)

11% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 94

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $254K

Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
7.02%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$23K
FBT
227
Founders Bank & Trust
Michigan
$23K +$23.5K +420 New
GT
228
Glenmede Trust
Pennsylvania
$22K -$14.3K -255 -39%
WCBA
229
Weaver C. Barksdale & Associates
Tennessee
$22K
FAM
230
Formidable Asset Management
Ohio
$20K
OC
231
Oakworth Capital
Alabama
$20K +$18.9K +338 New
VIA
232
Vantage Investment Advisors
Pennsylvania
$20K +$19.4K +346 New
EFSCE
233
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
MFS
234
MSI Financial Services
Massachusetts
$13K -$6.61K -118 -34%
RFA
235
Reilly Financial Advisors
California
$10K +$1.01K +18 +12%
LFG
236
LifePlan Financial Group
Ohio
$9K +$8.41K +150 New
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.12K +$817K +14,579 +16%
WEC
238
Winslow Evans & Crocker
Massachusetts
$4K +$3.75K +67 New
BCMIO
239
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3.36K +60 New
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$1K
WA
241
WFG Advisors
Texas
$1K
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$1K +$672 +12 New
HCC
243
Hirtle Callaghan & Co
Pennsylvania
$1K +$785 +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

AFG Hedge Fund Activity: Q4 2013 in Review

242 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q4 2013, worth a combined $3.22B — up 6.4% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AFG positions and 23 closed out — a net gain of 4 holders — while 84 added to existing stakes and 94 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.3M. The largest seller was BlackRock Advisors, cutting an estimated $40.2M.

  • 242 institutional investors held American Financial Group (AFG) as of Q4 2013, up from 238 in Q3 2013.
  • Funds reported $3.22B of American Financial Group stock for Q4 2013, up 6.4% quarter-over-quarter.
  • 27 funds opened new American Financial Group positions in Q4 2013 and 23 closed out, a net change of +4 holders.
  • The largest American Financial Group buyer in Q4 2013 was AllianceBernstein, an estimated $30.3M added.
  • The largest American Financial Group seller in Q4 2013 was BlackRock Advisors, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2013.