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American Financial Group

361 hedge funds and large institutions have $5.55B invested in American Financial Group in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $1.26M

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

11% more funds holding

Funds holding: 326361 (+35)

6% more capital invested

Capital invested by funds: $5.21B → $5.55B (+$339M)

0.96% more ownership

Funds ownership: 62.79%63.74% (+0.96%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
361
Holders Change
+35
Holders Change %
+10.74%
% of All Funds
9%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
71
Increased
136
Reduced
109
Closed
33
Calls
$6.53M
Puts
$1.26M
Net Calls
+$5.26M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Acrospire Investment Management
Illinois
$131K +$78.3K +800 +154%
FANJ
302
Financial Architects (New Jersey)
New Jersey
$129K
BC
303
Bartlett & Co
Ohio
$127K -$15K -153 -11%
AssetMark Inc
304
AssetMark Inc
California
$120K +$118K +1,203 New
OMCS
305
Old Mutual Customised Solutions
South Africa
$119K +$117K +1,200 New
Fuller & Thaler Asset Management
306
Fuller & Thaler Asset Management
California
$109K
GWM
307
Geneos Wealth Management
Colorado
$103K +$1.96K +20 +2%
MCM
308
McKinley Capital Management
Alaska
$99K +$97.9K +1,000 New
SO
309
STRS Ohio
Ohio
$96K +$94.7K +967 New
Toronto Dominion Bank
310
Toronto Dominion Bank
Ontario, Canada
$91K +$89.6K +915 New
FWM
311
Focused Wealth Management
New York
$89K
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$79K -$10.5K -107 -12%
PA
313
Parallel Advisors
California
$73K
LWM
314
Lenox Wealth Management
Ohio
$67K +$98 +1 +0.1%
DADC
315
D.A. Davidson & Co
Montana
$62K
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$54K -$196 -2 -0.4%
OAM
317
Oppenheimer Asset Management
New York
$48K -$42.4K -433 -47%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$45K +$44.1K +450 New
PWM
319
Perigon Wealth Management
California
$43K
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$36K +$20.6K +210 +138%
SNT
321
Security National Trust
West Virginia
$35K
OC
322
Oakworth Capital
Alabama
$34K
WCBA
323
Weaver C. Barksdale & Associates
Tennessee
$33K -$1.27K -13 -4%
AP
324
Advisors Preferred
Maryland
$30K -$187K -1,909 -86%
ClearBridge Investments
325
ClearBridge Investments
New York
$30K

AFG Hedge Fund Activity: Q2 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2017, worth a combined $5.55B — up 6.5% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AFG positions and 33 closed out — a net gain of 38 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was BlackRock, adding an estimated $56.1M. The largest seller was Fidelity Investments, cutting an estimated $72.9M.

  • 361 institutional investors held American Financial Group (AFG) as of Q2 2017, up from 326 in Q1 2017.
  • Funds reported $5.55B of American Financial Group stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 71 funds opened new American Financial Group positions in Q2 2017 and 33 closed out, a net change of +38 holders.
  • The largest American Financial Group buyer in Q2 2017 was BlackRock, an estimated $56.1M added.
  • The largest American Financial Group seller in Q2 2017 was Fidelity Investments, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2017.