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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
MFS
251
MSI Financial Services
Massachusetts
$13K +$56 +1 +0.4%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.3K +200 New
RFA
253
Reilly Financial Advisors
California
$10K
Manulife (Manufacturers Life Insurance)
254
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.08K -$34.7K -616 -0.6%
GAM
255
Gemmer Asset Management
California
$6K +$6.2K +110 New
WEC
256
Winslow Evans & Crocker
Massachusetts
$3.87K
BCMIO
257
Beacon Capital Management Inc (Ohio)
Ohio
$3K
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$2K +$1.01K +18 +150%
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$1K
HCC
260
Hirtle Callaghan & Co
Pennsylvania
$1K
WA
261
WFG Advisors
Texas
$1K
ACS
262
Archford Capital Strategies
Illinois
$404 +$395 +7 New
NFA
263
Nationwide Fund Advisors
Ohio
-$9.06M -156,981 Closed
Jacobs Levy Equity Management
264
Jacobs Levy Equity Management
New Jersey
-$5.37M -93,040 Closed
NPIT
265
National Penn Investors Trust
Pennsylvania
-$3.56M -61,628 Closed
SLI
266
Sumitomo Life Insurance
Japan
-$1.81M -31,328 Closed
DCM
267
Decade Capital Management
New York
-$1.05M -18,200 Closed
PP
268
Paloma Partners
Connecticut
-$932K -16,163 Closed
BMCMI
269
Bryn Mawr Capital Management Inc
Pennsylvania
-$823K -14,261 Closed
RIG
270
Roosevelt Investment Group
New York
-$777K -13,461 Closed
LPL Financial
271
LPL Financial
California
-$710K -12,309 Closed
GCP
272
GSA Capital Partners
United Kingdom
-$417K -7,220 Closed
ZDA
273
Zweig-DiMenna Associates
New York
-$254K -4,400 Closed
CMBA
274
C.M. Bidwell & Associates
Hawaii
-$252K -4,370 Closed
HNB
275
Huntington National Bank
Ohio
-$206K -3,568 Closed

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.