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American Financial Group

390 hedge funds and large institutions have $5.99B invested in American Financial Group in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 127

6% more call options, than puts

Call options by funds: $2.82M | Put options by funds: $2.67M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.86% less ownership

Funds ownership: 63.87%63.01% (-0.86%)

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

1% less funds holding

Funds holding: 395390 (-5)

5% less capital invested

Capital invested by funds: $6.32B → $5.99B (-$338M)

Holders
390
Holders Change
-5
Holders Change %
-1.27%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
38
Increased
146
Reduced
127
Closed
39
Calls
$2.82M
Puts
$2.67M
Net Calls
+$150K
Net Calls Change
-$3.8M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
326
Pin Oak Investment Advisors
Texas
$121K
Fuller & Thaler Asset Management
327
Fuller & Thaler Asset Management
California
$118K
BWM
328
BerganKDV Wealth Management
Minnesota
$110K +$114K +1,026 New
GWM
329
Geneos Wealth Management
Colorado
$109K
PCM
330
Prelude Capital Management
New York
$98K +$101K +910 New
LFG
331
LifePlan Financial Group
Ohio
$98K +$101K +914 New
LWM
332
Lenox Wealth Management
Ohio
$96K +$8.53K +77 +9%
S
333
SignatureFD
Georgia
$95K +$2.55K +23 +3%
AG
334
Advisor Group
Arizona
$94K +$886 +8 +0.9%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$91K
National Pension Service
336
National Pension Service
South Korea
$86K +$8.97K +81 +11%
PA
337
Parallel Advisors
California
$75K -$2.1K -19 -3%
Qube Research & Technologies (QRT)
338
Qube Research & Technologies (QRT)
United Kingdom
$66K +$67.7K +611 New
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$53K +$6.87K +62 +14%
CAC
340
Certified Advisory Corp
Florida
$50K
SNT
341
Security National Trust
West Virginia
$38K
ClearBridge Investments
342
ClearBridge Investments
New York
$32K
RFC
343
Regions Financial Corp
Alabama
$32K
SF
344
Synovus Financial
Georgia
$29K +$443 +4 +2%
EFSCE
345
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$1.55K -14 -5%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$25K +$4.87K +44 +24%
AA
347
AlphaMark Advisors
Kentucky
$24K
RFA
348
Reilly Financial Advisors
California
$18K
WEC
349
Winslow Evans & Crocker
Massachusetts
$18K
TAIM
350
TD Ameritrade Investment Management
Nebraska
$17K +$17.4K +157 New

AFG Hedge Fund Activity: Q2 2018 in Review

390 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2018, worth a combined $5.99B — down 5.4% from $6.32B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of AFG and 38 opened new positions — a net loss of 1 holder — while 127 trimmed existing stakes and 146 added.

The largest buyer was BlackRock, adding an estimated $84.6M. The largest seller was Eaton Vance Management, cutting an estimated $113M.

  • 390 institutional investors held American Financial Group (AFG) as of Q2 2018, down from 395 in Q1 2018.
  • Funds reported $5.99B of American Financial Group stock for Q2 2018, down 5.4% quarter-over-quarter.
  • 38 funds opened new American Financial Group positions in Q2 2018 and 39 closed out, a net change of -1 holder.
  • The largest American Financial Group buyer in Q2 2018 was BlackRock, an estimated $84.6M added.
  • The largest American Financial Group seller in Q2 2018 was Eaton Vance Management, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2018.