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American Financial Group

385 hedge funds and large institutions have $6.28B invested in American Financial Group in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 63.01%64.06% (+1%)

5% more capital invested

Capital invested by funds: $5.99B → $6.28B (+$298M)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

1% less funds holding

Funds holding: 390385 (-5)

12% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $2.4M

14% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 146

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
385
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
8.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
33
Calls
$2.11M
Puts
$2.4M
Net Calls
-$289K
Net Calls Change
-$439K
Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$232K
PTC
302
Petrus Trust Company
Texas
$229K -$144K -1,297 -39%
LTFS
303
Ladenburg Thalmann Financial Services
Florida
$227K -$38.2K -343 -14%
AA
304
ALPS Advisors
Colorado
$224K -$111 -1 -0%
JIP
305
Jaffetilchin Investment Partners
Florida
$223K -$362K -3,257 -62%
AssetMark Inc
306
AssetMark Inc
California
$218K +$5.67K +51 +3%
Citadel Advisors
307
Citadel Advisors
Florida
$213K -$13.7M -123,046 -98%
AT
308
Arden Trust
Delaware
$213K +$214K +1,925 New
Mackenzie Financial
309
Mackenzie Financial
Ontario, Canada
$212K +$213K +1,914 New
FHB
310
First Hawaiian Bank
Hawaii
$211K +$211K +1,900 New
LFAS
311
Level Four Advisory Services
Texas
$209K
CI
312
Cigna Investments
Connecticut
$207K -$226K -2,031 -50%
CCA
313
Checchi Capital Advisers
California
$203K +$203K +1,826 New
PCM
314
Prelude Capital Management
New York
$199K +$97.9K +880 +97%
C
315
Cerebellum
California
$184K
CTC
316
Central Trust Company
Missouri
$170K -$226K -2,035 -57%
TAIM
317
TD Ameritrade Investment Management
Nebraska
$160K +$143K +1,284 +818%
FANJ
318
Financial Architects (New Jersey)
New Jersey
$145K
BCWM
319
Bartlett & Co Wealth Management
Ohio
$130K
BC
320
Bartlett & Co
Ohio
$130K
POIA
321
Pin Oak Investment Advisors
Texas
$125K
BWM
322
BerganKDV Wealth Management
Minnesota
$114K
Fidelity Investments
323
Fidelity Investments
Massachusetts
$113K +$113K +1,013 New
GWM
324
Geneos Wealth Management
Colorado
$112K
APP
325
Avantax Planning Partners
Iowa
$111K +$111K +1,000 New

AFG Hedge Fund Activity: Q3 2018 in Review

385 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2018, worth a combined $6.28B — up 5% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of AFG and 30 opened new positions — a net loss of 3 holders — while 146 trimmed existing stakes and 126 added.

The largest buyer was BlackRock, adding an estimated $55.7M. The largest seller was AllianceBernstein, cutting an estimated $17.2M.

  • 385 institutional investors held American Financial Group (AFG) as of Q3 2018, down from 390 in Q2 2018.
  • Funds reported $6.28B of American Financial Group stock for Q3 2018, up 5% quarter-over-quarter.
  • 30 funds opened new American Financial Group positions in Q3 2018 and 33 closed out, a net change of -3 holders.
  • The largest American Financial Group buyer in Q3 2018 was BlackRock, an estimated $55.7M added.
  • The largest American Financial Group seller in Q3 2018 was AllianceBernstein, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2018.