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American Financial Group

376 hedge funds and large institutions have $4.4B invested in American Financial Group in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 138 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.63% more ownership

Funds ownership: 65.88%69.51% (+3.6%)

7% less funds holding

Funds holding: 404376 (-28)

10% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 138

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

32% less capital invested

Capital invested by funds: $6.51B → $4.4B (-$2.12B)

67% less call options, than puts

Call options by funds: $4.47M | Put options by funds: $13.5M

Holders
376
Holders Change
-28
Holders Change %
-6.93%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
47
Increased
124
Reduced
138
Closed
69
Calls
$4.47M
Puts
$13.5M
Net Calls
-$9M
Net Calls Change
-$8.87M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
LifePlan Financial Group
Ohio
$64K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$56K -$7.62K -79 -9%
EWP
303
Engrave Wealth Partners
Texas
$51K
FANJ
304
Financial Architects (New Jersey)
New Jersey
$46K -$16.7K -173 -21%
PA
305
Parallel Advisors
California
$46K +$27K +280 +73%
VC
306
Vestor Capital
Illinois
$42K
AIM
307
AIA Investment Management
Singapore
$40K
AA
308
Ancora Advisors
Ohio
$39K
Lazard Asset Management
309
Lazard Asset Management
New York
$36K +$50.2K +520 New
CFG
310
Citizens Financial Group
Rhode Island
$35K +$43.3K +449 +831%
CAC
311
Certified Advisory Corp
Florida
$32K
EFSCE
312
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$386 +4 +0.9%
QCG
313
Quadrant Capital Group
Ohio
$30K -$15K -155 -27%
AssetMark Inc
314
AssetMark Inc
California
$30K +$41.7K +432 New
AIM
315
Aigen Investment Management
New York
$30K +$41.9K +434 New
LS
316
Livforsakringsbolaget Skandia
Sweden
$28K
LWM
317
Lenox Wealth Management
Ohio
$23K -$29.2K -303 -48%
VCM
318
Vigilant Capital Management
Maine
$23K -$24.1K -250 -43%
BAMG
319
Brand Asset Management Group
Missouri
$22K
SSB
320
Sandy Spring Bank
Maryland
$22K
CFFP
321
Center for Financial Planning
Michigan
$21K
BCA
322
Berman Capital Advisors
Georgia
$21K +$17.3K +179 +146%
QT
323
Quantbot Technologies
New York
$19K +$27.5K +285 New
ClearBridge Investments
324
ClearBridge Investments
New York
$18K -$3.86K -40 -13%
CFA
325
Carroll Financial Associates
North Carolina
$18K

AFG Hedge Fund Activity: Q1 2020 in Review

376 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2020, worth a combined $4.4B — down 32% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AFG and 47 opened new positions — a net loss of 22 holders — while 138 trimmed existing stakes and 124 added.

The largest buyer was Victory Capital Management, adding an estimated $361M. The largest seller was Balyasny Asset Management, cutting an estimated $30.9M.

  • 376 institutional investors held American Financial Group (AFG) as of Q1 2020, down from 404 in Q4 2019.
  • Funds reported $4.4B of American Financial Group stock for Q1 2020, down 32% quarter-over-quarter.
  • 47 funds opened new American Financial Group positions in Q1 2020 and 69 closed out, a net change of -22 holders.
  • The largest American Financial Group buyer in Q1 2020 was Victory Capital Management, an estimated $361M added.
  • The largest American Financial Group seller in Q1 2020 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2020.