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American Financial Group
AFG

Overview Fund Activity

410 hedge funds and large institutions have $6.48B invested in American Financial Group in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+19
Holders Change %
+4.86%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
147
Reduced
141
Closed
40
Calls
$7.66M
Puts
$3.09M
Net Calls
+$4.57M
Net Calls Change
+$913K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$172M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
Citadel Advisors
Citadel Advisors
Florida
$33.3M
4
Victory Capital Management
Victory Capital Management
Texas
$456M
5
BG
Bahl & Gaynor
Ohio
$50.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$875K
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$21.9M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
WDG
301
Wealth Dimensions Group
Ohio
$265K – – –
TI
302
Tidal Investments
Wisconsin
$264K +$13.2K +111 +5%
OTL
303
Oak Thistle LLC
New York
$263K -$325K -2,736 -55%
FM
304
Foster & Motley
Ohio
$248K -$27.7K -233 -10%
FTDI
305
First Trust Direct Indexing
Massachusetts
$243K +$243K +2,046 New
QCM
306
Quantinno Capital Management
New York
$243K +$243K +2,041 New
CWM
307
CIBC World Markets
New York
$239K +$239K +2,010 New
DT
308
Diversified Trust
Tennessee
$238K +$1.55K +13 +0.7%
BIA
309
Beacon Investment Advisors
Maryland
$238K – – –
AIC
310
Archer Investment Corporation
Indiana
$236K – – –
VF
311
Vest Financial
Virginia
$234K +$234K +1,968 New
OC
312
Oppenheimer & Co
New York
$234K +$3.33K +28 +1%
FRM
313
Fox Run Management
Connecticut
$229K +$229K +1,929 New
CSWM
314
Cassady Schiller Wealth Management
Ohio
$227K – – –
ECM
315
EMC Capital Management
Texas
$223K – – –
TI
316
Truepoint Inc
Ohio
$219K -$31.1K -262 -12%
PA
317
Profund Advisors
Maryland
$215K +$215K +1,812 New
ACI
318
Alpha Cubed Investments
California
$212K +$212K +1,782 New
GVAG
319
Great Valley Advisor Group
Delaware
$212K +$212K +1,779 New
BC
320
Bartlett & Co
Ohio
$211K -$4.31K -36 -2%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$211K -$4.3K -36 -2%
IAA
322
Independent Advisor Alliance
North Carolina
$210K -$3.33K -28 -2%
1WM
323
1900 Wealth Management
Texas
$207K +$207K +1,738 New
VI
324
Vestcor Inc
New Brunswick, Canada
$201K – – –
Cetera Investment Advisers
325
Cetera Investment Advisers
Illinois
$200K +$200K +1,686 New
11 12
13
14 15