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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
WDG
301
Wealth Dimensions Group
Ohio
$265K
GT
302
Glenmede Trust
Pennsylvania
$264K
PA
303
Profund Advisors
Maryland
$255K -$37K -314 -13%
CWM
304
Cordatus Wealth Management
Pennsylvania
$251K +$249K +2,114 New
MAS
305
Meeder Advisory Services
Ohio
$249K +$12.8K +109 +5%
Cambridge Investment Research Advisors
306
Cambridge Investment Research Advisors
Iowa
$244K +$38.5K +327 +19%
MML Investors Services
307
MML Investors Services
Massachusetts
$239K +$237K +2,012 New
DT
308
Diversified Trust
Tennessee
$238K +$3.06K +26 +1%
BIA
309
Beacon Investment Advisors
Maryland
$238K
QCM
310
Quantinno Capital Management
New York
$237K +$236K +1,998 New
AIC
311
Archer Investment Corporation
Indiana
$236K +$103K +876 +79%
V
312
Veritable
Delaware
$230K -$46.3K -393 -17%
Cetera Investment Advisers
313
Cetera Investment Advisers
Illinois
$230K -$341K -2,897 -60%
OC
314
Oppenheimer & Co
New York
$229K +$825 +7 +0.4%
BCM
315
Brookstone Capital Management
Illinois
$226K +$223K +1,895 New
CSWM
316
Cassady Schiller Wealth Management
Ohio
$226K
GT
317
Greenleaf Trust
Michigan
$226K +$225K +1,905 New
IAA
318
Independent Advisor Alliance
North Carolina
$222K -$55.6K -472 -20%
BC
319
Bartlett & Co
Ohio
$214K
BCWM
320
Bartlett & Co Wealth Management
Ohio
$214K
GVAG
321
Great Valley Advisor Group
Delaware
$213K +$2.12K +18 +1%
Capstone Investment Advisors
322
Capstone Investment Advisors
New York
$213K +$212K +1,796 New
LNWWM
323
Laird Norton Wetherby Wealth Management
California
$212K +$9.66K +82 +5%
O
324
Ossiam
France
$212K +$109K +925 +107%
SGI
325
Summit Global Investments
Utah
$210K -$830K -7,040 -80%

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.