We are live on ! Find out more
AFG icon

American Financial Group

376 hedge funds and large institutions have $4.4B invested in American Financial Group in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 138 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.63% more ownership

Funds ownership: 65.88%69.51% (+3.6%)

7% less funds holding

Funds holding: 404376 (-28)

10% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 138

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

32% less capital invested

Capital invested by funds: $6.51B → $4.4B (-$2.12B)

67% less call options, than puts

Call options by funds: $4.47M | Put options by funds: $13.5M

Holders
376
Holders Change
-28
Holders Change %
-6.93%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
47
Increased
124
Reduced
138
Closed
69
Calls
$4.47M
Puts
$13.5M
Net Calls
-$9M
Net Calls Change
-$8.87M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
251
LPL Financial
California
$311K +$428K +4,436 New
GHA
252
GW Henssler & Associates
Georgia
$306K -$37.8K -392 -8%
Osaic Holdings
253
Osaic Holdings
Arizona
$306K +$421K +4,359 New
AP
254
Advisor Partners
California
$302K +$233K +2,413 +127%
SFS
255
Sowell Financial Services
Arkansas
$298K +$38.4K +398 +10%
AWM
256
AE Wealth Management
Kansas
$290K
GAM
257
Gotham Asset Management
New York
$289K +$154K +1,591 +63%
BCV
258
Banque Cantonale Vaudoise
Switzerland
$287K
LIA
259
LS Investment Advisors
Michigan
$283K -$146K -1,512 -27%
Balyasny Asset Management
260
Balyasny Asset Management
Illinois
$282K -$30.9M -320,564 -99%
WAM
261
World Asset Management
Michigan
$279K -$6.18K -64 -2%
SS
262
Simplicity Solutions
Minnesota
$279K
FMT
263
First Mercantile Trust
Tennessee
$271K +$26.4K +274 +8%
FIM
264
Frontier Investment Management
Texas
$267K
SMDAM
265
Sumitomo Mitsui DS Asset Management
Japan
$267K +$2.99K +31 +0.8%
MML Investors Services
266
MML Investors Services
Massachusetts
$264K -$265K -2,745 -42%
O
267
Ossiam
France
$263K +$2.12K +22 +0.6%
AA
268
ALPS Advisors
Colorado
$259K +$357K +3,696 New
DCM
269
Dupont Capital Management
Delaware
$255K -$103K -1,072 -23%
IAA
270
Independent Advisor Alliance
North Carolina
$253K -$35.2K -365 -9%
EAM
271
Erste Asset Management
Austria
$250K
MWNA
272
Marshall Wace North America
New York
$249K +$342K +3,547 New
FTIOP
273
Fiduciary Trust International of Pennsylvania
Pennsylvania
$237K
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$236K -$95.5K -990 -23%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$235K +$64.7K +670 +25%

AFG Hedge Fund Activity: Q1 2020 in Review

376 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2020, worth a combined $4.4B — down 32% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AFG and 47 opened new positions — a net loss of 22 holders — while 138 trimmed existing stakes and 124 added.

The largest buyer was Victory Capital Management, adding an estimated $361M. The largest seller was Balyasny Asset Management, cutting an estimated $30.9M.

  • 376 institutional investors held American Financial Group (AFG) as of Q1 2020, down from 404 in Q4 2019.
  • Funds reported $4.4B of American Financial Group stock for Q1 2020, down 32% quarter-over-quarter.
  • 47 funds opened new American Financial Group positions in Q1 2020 and 69 closed out, a net change of -22 holders.
  • The largest American Financial Group buyer in Q1 2020 was Victory Capital Management, an estimated $361M added.
  • The largest American Financial Group seller in Q1 2020 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2020.