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American Financial Group

393 hedge funds and large institutions have $6.08B invested in American Financial Group in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 147 increasing their positions, 150 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $6.21M | Put options by funds: $2.56M

0.77% less ownership

Funds ownership: 64.77%64% (-0.77%)

2% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 150

6% less funds holding

Funds holding: 419393 (-26)

7% less capital invested

Capital invested by funds: $6.51B → $6.08B (-$433M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 57

Holders
393
Holders Change
-26
Holders Change %
-6.21%
% of All Funds
6.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
34
Increased
147
Reduced
150
Closed
57
Calls
$6.21M
Puts
$2.56M
Net Calls
+$3.65M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
226
LPL Financial
California
$619K +$34.2K +296 +6%
Verition Fund Management
227
Verition Fund Management
Connecticut
$619K +$364K +3,151 +132%
CGH
228
Crossmark Global Holdings
Texas
$609K -$68K -589 -10%
MSRPS
229
Maryland State Retirement & Pension System
Maryland
$609K
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$602K +$622K +5,389 New
ETC
231
Exchange Traded Concepts
Oklahoma
$600K +$87.6K +759 +16%
RCA
232
Resonant Capital Advisors
Wisconsin
$594K +$8.66K +75 +1%
VPIM
233
Vanguard Personalized Indexing Management
California
$594K -$13.3K -115 -2%
PFO
234
Pathstone Family Office
New Jersey
$589K +$244K +2,118 +67%
NRD
235
Nebula Research & Development
New York
$587K +$607K +5,259 New
LFA
236
Legacy Financial Advisors
Kentucky
$580K
Janus Henderson Group
237
Janus Henderson Group
United Kingdom
$578K -$82.9K -718 -12%
Assenagon Asset Management
238
Assenagon Asset Management
Luxembourg
$567K -$6.08M -52,704 -91%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$567K -$1.85K -16 -0.3%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$561K +$115K +995 +25%
UH
241
Unigestion Holding
Switzerland
$560K +$575K +4,978 New
OTL
242
Oak Thistle LLC
New York
$553K +$301K +2,606 +111%
CC
243
Centiva Capital
New York
$526K +$544K +4,710 New
WQ
244
Wealth Quarterback
New Jersey
$514K -$72.7K -630 -12%
API
245
Advisor Partners II
California
$509K +$227K +1,967 +76%
Schroder Investment Management Group
246
Schroder Investment Management Group
United Kingdom
$505K -$4.45M -38,533 -89%
LTAS
247
Linden Thomas Advisory Services
North Carolina
$497K +$35.1K +304 +7%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$496K -$125K -1,085 -20%
Nordea Investment Management
249
Nordea Investment Management
Sweden
$490K
MGP
250
Metis Global Partners
California
$486K -$10.7K -93 -2%

AFG Hedge Fund Activity: Q3 2023 in Review

393 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2023, worth a combined $6.08B — down 6.6% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AFG and 34 opened new positions — a net loss of 23 holders — while 150 trimmed existing stakes and 147 added.

The largest buyer was Fidelity Investments, adding an estimated $75.5M. The largest seller was BlackRock, cutting an estimated $57.2M.

  • 393 institutional investors held American Financial Group (AFG) as of Q3 2023, down from 419 in Q2 2023.
  • Funds reported $6.08B of American Financial Group stock for Q3 2023, down 6.6% quarter-over-quarter.
  • 34 funds opened new American Financial Group positions in Q3 2023 and 57 closed out, a net change of -23 holders.
  • The largest American Financial Group buyer in Q3 2023 was Fidelity Investments, an estimated $75.5M added.
  • The largest American Financial Group seller in Q3 2023 was BlackRock, an estimated $57.2M sold.

Based on aggregated 13F filings for Q3 2023.