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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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$314K +$325K +2,816 New
CIBC Asset Management
277
CIBC Asset Management
Ontario, Canada
$308K +$4.62K +40 +1%
O
278
Ossiam
France
$304K +$108K +935 +52%
NB
279
Northwest Bancshares
Pennsylvania
$303K -$12.4K -107 -4%
LCOV
280
London Company of Virginia
Virginia
$302K
FMI
281
F/M Investments
District of Columbia
$301K +$311K +2,696 New
JIR
282
James Investment Research
Ohio
$295K
MML Investors Services
283
MML Investors Services
Massachusetts
$288K +$65.9K +571 +28%
IB
284
Intrust Bank
Kansas
$287K +$10.5K +91 +4%
NP
285
NorthRock Partners
Minnesota
$280K -$4.5K -39 -2%
BP
286
Ballentine Partners
Massachusetts
$280K +$289K +2,507 New
SIA
287
Sit Investment Associates
Minnesota
$278K -$1.75M -15,190 -86%
HS
288
Horan Securities
United States
$277K +$1.39K +12 +0.5%
MAM
289
Martingale Asset Management
Massachusetts
$274K -$283K -2,455 -50%
KWA
290
Kellett Wealth Advisors
Ohio
$272K +$1.5K +13 +0.5%
SIC
291
Shoker Investment Counsel
Ohio
$271K +$1.39K +12 +0.5%
National Bank of Canada
292
National Bank of Canada
Quebec, Canada
$268K +$106K +914 +59%
IPW
293
Impact Partnership Wealth
Georgia
$268K +$277K +2,400 New
CAM
294
Cresset Asset Management
Illinois
$266K +$275K +2,379 New
PFS
295
Prospera Financial Services
Texas
$260K -$6.35K -55 -2%
FM
296
Foster & Motley
Ohio
$259K -$119K -1,035 -31%
WDG
297
Wealth Dimensions Group
Ohio
$249K
Bank of Nova Scotia
298
Bank of Nova Scotia
Ontario, Canada
$242K -$181K -1,570 -42%
GT
299
Glenmede Trust
Pennsylvania
$241K -$1.15K -10 -0.5%
TI
300
Tidal Investments
Wisconsin
$236K +$244K +2,111 New

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.