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American Financial Group

262 hedge funds and large institutions have $3.16B invested in American Financial Group in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

110% more call options, than puts

Call options by funds: $629K | Put options by funds: $300K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more funds holding

Funds holding: 242262 (+20)

2% less capital invested

Capital invested by funds: $3.22B → $3.16B (-$57.8M)

1.22% less ownership

Funds ownership: 62.57%61.35% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 98

Holders
262
Holders Change
+20
Holders Change %
+8.26%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
37
Increased
87
Reduced
98
Closed
16
Calls
$629K
Puts
$300K
Net Calls
+$329K
Net Calls Change
+$583K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
226
Canada Pension Plan Investment Board
Ontario, Canada
$127K +$22.5K +400 +22%
AAM
227
Advisors Asset Management
Colorado
$124K
TRCT
228
Tower Research Capital (TRC)
New York
$112K +$75K +1,330 +222%
LTFS
229
Ladenburg Thalmann Financial Services
Florida
$96K -$6.2K -110 -6%
BJ
230
BlackRock Japan
Japan
$93K +$90.4K +1,604 New
Envestnet Asset Management
231
Envestnet Asset Management
Illinois
$89K -$282 -5 -0.3%
BC
232
Bartlett & Co
Ohio
$84K
IRS
233
Invictus RG (Singapore)
Singapore
$77K -$84.3K -1,496 -53%
TWM
234
Torch Wealth Management
Ohio
$69K
ClearBridge Investments
235
ClearBridge Investments
New York
$61K
HRIA
236
Haberer Registered Investment Advisor
Ohio
$58K
NES
237
New England Securities
New York
$48K +$7.55K +134 +19%
FHA
238
First Horizon Advisors
Tennessee
$44K
DADC
239
D.A. Davidson & Co
Montana
$38K +$2.93K +52 +8%
M&T Bank
240
M&T Bank
New York
$35K
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$32K +$8.57K +152 +38%
PTC
242
Private Trust Company
Ohio
$29K
SNT
243
Security National Trust
West Virginia
$25K -$6.76K -120 -22%
FBT
244
Founders Bank & Trust
Michigan
$24K
GT
245
Glenmede Trust
Pennsylvania
$22K -$507 -9 -2%
WCBA
246
Weaver C. Barksdale & Associates
Tennessee
$22K +$451 +8 +2%
FAM
247
Formidable Asset Management
Ohio
$20K
OC
248
Oakworth Capital
Alabama
$20K
VIA
249
Vantage Investment Advisors
Pennsylvania
$20K
EFSCE
250
Enterprise Financial Services Corp (EFSC)
Missouri
$15K

AFG Hedge Fund Activity: Q1 2014 in Review

262 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2014, worth a combined $3.16B — down 1.8% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AFG positions and 16 closed out — a net gain of 21 holders — while 87 added to existing stakes and 98 trimmed.

The largest buyer was AJO LP, adding an estimated $38.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $52.7M.

  • 262 institutional investors held American Financial Group (AFG) as of Q1 2014, up from 242 in Q4 2013.
  • Funds reported $3.16B of American Financial Group stock for Q1 2014, down 1.8% quarter-over-quarter.
  • 37 funds opened new American Financial Group positions in Q1 2014 and 16 closed out, a net change of +21 holders.
  • The largest American Financial Group buyer in Q1 2014 was AJO LP, an estimated $38.4M added.
  • The largest American Financial Group seller in Q1 2014 was Schroder Investment Management Group, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2014.