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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
TI
301
Truepoint Inc
Ohio
$235K +$42.9K +372 +21%
BIA
302
Beacon Investment Advisors
Maryland
$223K
DT
303
Diversified Trust
Tennessee
$222K -$1.85K -16 -0.8%
AIC
304
Archer Investment Corporation
Indiana
$222K
OC
305
Oppenheimer & Co
New York
$216K +$808 +7 +0.4%
CSWM
306
Cassady Schiller Wealth Management
Ohio
$213K
ECM
307
EMC Capital Management
Texas
$210K -$637K -5,521 -75%
SLWA
308
San Luis Wealth Advisors
California
$208K +$215K +1,859 New
VAS
309
Vestmark Advisory Solutions
Massachusetts
$201K +$208K +1,801 New
BCWM
310
Bartlett & Co Wealth Management
Ohio
$201K
BC
311
Bartlett & Co
Ohio
$201K
IAA
312
Independent Advisor Alliance
North Carolina
$201K -$8.43K -73 -4%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$200K -$29.8K -258 -13%
VI
314
Vestcor Inc
New Brunswick, Canada
$189K -$3K -26 -2%
SAM
315
Shell Asset Management
Netherlands
$176K -$1.62K -14 -0.9%
TCA
316
Trifecta Capital Advisors
Illinois
$156K
QCG
317
Quadrant Capital Group
Ohio
$143K -$15K -130 -9%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$131K +$3.23K +28 +2%
POIA
319
Pin Oak Investment Advisors
Texas
$126K
Group One Trading
320
Group One Trading
Illinois
$117K +$121K +1,048 New
FIA
321
FNY Investment Advisers
New York
$111K +$115K +1,000 New
Swedbank
322
Swedbank
Sweden
$109K
DGAM
323
Desjardins Global Asset Management
Quebec, Canada
$106K +$110K +950 New
N
324
Natixis
France
$101K +$82.2K +712 +371%
PTC
325
Private Trust Company
Ohio
$95.3K -$57.7K -500 -37%

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.