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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
CWS
251
Confluence Wealth Services
Pennsylvania
$482K +$91.9K +796 +23%
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$477K
CCMG
253
Clark Capital Management Group
Pennsylvania
$470K -$140K -1,209 -22%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$465K +$19.3K +167 +4%
M&T Bank
255
M&T Bank
New York
$460K +$55.1K +477 +13%
GCP
256
GSA Capital Partners
United Kingdom
$433K +$448K +3,880 New
CCM
257
Coldstream Capital Management
Washington
$432K +$4.96K +43 +1%
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$427K +$310K +2,687 +236%
PP
259
Prudential plc
United Kingdom
$424K -$145K -1,257 -25%
PAG
260
Private Advisor Group
New Jersey
$415K -$10.3K -89 -2%
JC
261
JB Capital
Connecticut
$412K +$2.19K +19 +0.5%
APG Asset Management
262
APG Asset Management
Netherlands
$405K +$23.1K +200 +6%
RJFSA
263
Raymond James Financial Services Advisors
Florida
$402K -$230K -1,993 -36%
ZB
264
Zions Bancorporation
Utah
$399K +$412K +3,570 New
FFBTD
265
First Financial Bank - Trust Division
Ohio
$391K
DWP
266
Daymark Wealth Partners
Ohio
$390K +$85.2K +738 +27%
FAM
267
Formidable Asset Management
Ohio
$385K
SCM
268
Shelton Capital Management
Colorado
$365K -$18.9K -164 -5%
PI
269
PEAK6 Investments
Illinois
$341K +$353K +3,055 New
SG Americas Securities
270
SG Americas Securities
New York
$341K +$249K +2,161 +242%
QCM
271
QRG Capital Management
Illinois
$335K +$346K +2,997 New
Neuberger Berman Group
272
Neuberger Berman Group
New York
$328K -$29.2K -253 -8%
Aviva
273
Aviva
United Kingdom
$322K -$659K -5,710 -66%
LWAM
274
Legacy Wealth Asset Management
Minnesota
$321K +$808 +7 +0.2%
Cerity Partners
275
Cerity Partners
New York
$319K -$30.6K -265 -8%

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.