We are live on ! Find out more
AFG icon

American Financial Group

419 hedge funds and large institutions have $6.51B invested in American Financial Group in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $1.16M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.18% less ownership

Funds ownership: 64.95%64.77% (-0.18%)

3% less capital invested

Capital invested by funds: $6.71B → $6.51B (-$202M)

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 162

3% less funds holding

Funds holding: 434419 (-15)

26% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 58

Holders
419
Holders Change
-15
Holders Change %
-3.46%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
43
Increased
152
Reduced
162
Closed
58
Calls
$6.64M
Puts
$1.16M
Net Calls
+$5.48M
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
276
Cerity Partners
New York
$370K +$194K +1,648 +112%
LWAM
277
Legacy Wealth Asset Management
Minnesota
$341K +$7.78K +66 +2%
Allspring Global Investments
278
Allspring Global Investments
North Carolina
$340K -$526K -4,460 -61%
NB
279
Northwest Bancshares
Pennsylvania
$335K +$333K +2,821 New
DWP
280
Daymark Wealth Partners
Ohio
$327K +$324K +2,750 New
EWM
281
Empirical Wealth Management
Washington
$323K -$4.44M -37,643 -93%
CIBC Asset Management
282
CIBC Asset Management
Ontario, Canada
$323K +$236 +2 +0.1%
CP
283
CenterBook Partners
Connecticut
$321K +$318K +2,702 New
LCOV
284
London Company of Virginia
Virginia
$321K
AC
285
AXQ Capital
New Jersey
$316K +$314K +2,660 New
JIR
286
James Investment Research
Ohio
$314K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
287
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$312K +$310K +2,630 New
API
288
Advisor Partners II
California
$308K +$11.4K +97 +4%
NP
289
NorthRock Partners
Minnesota
$303K -$55.5K -471 -16%
FRM
290
Fox Run Management
Connecticut
$302K -$133K -1,131 -31%
IB
291
Intrust Bank
Kansas
$294K
HS
292
Horan Securities
United States
$293K +$1.41K +12 +0.5%
Aberdeen Group
293
Aberdeen Group
United Kingdom
$292K -$7.54K -64 -3%
KWA
294
Kellett Wealth Advisors
Ohio
$288K +$1.41K +12 +0.5%
SIC
295
Shoker Investment Counsel
Ohio
$286K +$1.53K +13 +0.5%
Verition Fund Management
296
Verition Fund Management
Connecticut
$284K +$281K +2,388 New
PFS
297
Prospera Financial Services
Texas
$283K +$281K +2,382 New
OTL
298
Oak Thistle LLC
New York
$278K +$276K +2,345 New
Lazard Asset Management
299
Lazard Asset Management
New York
$278K +$28.1K +238 +11%
VF
300
Virtu Financial
New York
$268K +$12.5K +106 +5%

AFG Hedge Fund Activity: Q2 2023 in Review

419 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2023, worth a combined $6.51B — down 3% from $6.71B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AFG and 43 opened new positions — a net loss of 15 holders — while 162 trimmed existing stakes and 152 added.

The largest buyer was Victory Capital Management, adding an estimated $42M. The largest seller was Envestnet Asset Management, cutting an estimated $35.5M.

  • 419 institutional investors held American Financial Group (AFG) as of Q2 2023, down from 434 in Q1 2023.
  • Funds reported $6.51B of American Financial Group stock for Q2 2023, down 3% quarter-over-quarter.
  • 43 funds opened new American Financial Group positions in Q2 2023 and 58 closed out, a net change of -15 holders.
  • The largest American Financial Group buyer in Q2 2023 was Victory Capital Management, an estimated $42M added.
  • The largest American Financial Group seller in Q2 2023 was Envestnet Asset Management, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2023.