American Financial Group
300 hedge funds and large institutions have $3.92B invested in American Financial Group in 2016 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 120 increasing their positions, 108 reducing their positions, and 35 closing their positions.
151% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $556K
11% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 108
7% more capital invested
Capital invested by funds: $3.68B → $3.92B (+$243M)
0.16% more ownership
Funds ownership: 61.06% → 61.22% (+0.16%)
3% less funds holding
Funds holding: 309 → 300 (-9)
20% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 35
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.1M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$22.2M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$20.3M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$17.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$44.6M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$8.75M |
| 4 |
Renaissance Technologies
New York
|
-$8.03M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$7.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCIA
326
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$235K | -3,339 | Closed |
|
|
JMPWA
327
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$228K | -3,248 | Closed |
|
|
GF
328
Gerstein Fisher
New York
| – | -$224K | -3,178 | Closed |
|
329
Truist Financial
Charlotte,
North Carolina
| – | -$70K | -1,000 | Closed |
|
|
FAM
330
Formidable Asset Management
Cincinnati,
Ohio
| – | -$24K | -357 | Closed |
|
|
RFS
331
Rockefeller Financial Services
New York
| – | -$15K | -211 | Closed |
|
332
Simplex Trading
Chicago,
Illinois
| – | -$14.9K | -210 | Closed |
|
333
Walleye Trading
New York
| – | -$6.52K | -92 | Closed |
|
|
SSB
334
Sandy Spring Bank
Olney,
Maryland
| – | -$2K | -32 | Closed |
|
|
SF
335
Synovus Financial
Columbus,
Georgia
| – | -$1K | -11 | Closed |
|
AFG Hedge Fund Activity: Q2 2016 in Review
300 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2016, worth a combined $3.92B — up 6.6% from $3.68B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of AFG and 28 opened new positions — a net loss of 7 holders — while 108 trimmed existing stakes and 120 added.
The largest buyer was Fidelity Investments, adding an estimated $27.1M. The largest seller was AllianceBernstein, cutting an estimated $44.6M.
- 300 institutional investors held American Financial Group (AFG) as of Q2 2016, down from 309 in Q1 2016.
- Funds reported $3.92B of American Financial Group stock for Q2 2016, up 6.6% quarter-over-quarter.
- 28 funds opened new American Financial Group positions in Q2 2016 and 35 closed out, a net change of -7 holders.
- The largest American Financial Group buyer in Q2 2016 was Fidelity Investments, an estimated $27.1M added.
- The largest American Financial Group seller in Q2 2016 was AllianceBernstein, an estimated $44.6M sold.
Based on aggregated 13F filings for Q2 2016.