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American Financial Group

376 hedge funds and large institutions have $4.4B invested in American Financial Group in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 138 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.63% more ownership

Funds ownership: 65.88%69.51% (+3.6%)

7% less funds holding

Funds holding: 404376 (-28)

10% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 138

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

32% less capital invested

Capital invested by funds: $6.51B → $4.4B (-$2.12B)

67% less call options, than puts

Call options by funds: $4.47M | Put options by funds: $13.5M

Holders
376
Holders Change
-28
Holders Change %
-6.93%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
47
Increased
124
Reduced
138
Closed
69
Calls
$4.47M
Puts
$13.5M
Net Calls
-$9M
Net Calls Change
-$8.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
351
Capital Advisory Group Advisory Services
Minnesota
$7K +$9.65K +100 New
ASN
352
Advisory Services Network
Georgia
$6K -$11.2K -116 -56%
GAM
353
Gemmer Asset Management
California
$6K -$5.21K -54 -37%
GI
354
Gradient Investments
Minnesota
$6K -$2.22K -23 -22%
VCM
355
Versant Capital Management
Arizona
$6K +$4.44K +46 +98%
MWM
356
MBE Wealth Management
Wisconsin
$6K +$8.69K +90 New
GWS
357
Glassman Wealth Services
Virginia
$4K +$3.86K +40 +182%
AF
358
Allworth Financial
California
$4K +$4.05K +42 +263%
OFG
359
OmniStar Financial Group
North Carolina
$4K +$5.12K +53 New
TWA
360
TCI Wealth Advisors
Arizona
$4K +$5.31K +55 New
VFA
361
Valeo Financial Advisors
Indiana
$3K +$3.28K +34 New
OAM
362
Optimal Asset Management
California
$2.2K +$1.92M +19,864 +172%
BFC
363
Bedel Financial Consulting
Indiana
$2K
EARNEST Partners
364
EARNEST Partners
Georgia
$2K
LWM
365
Liberty Wealth Management
California
$2K
WT
366
Washington Trust
Rhode Island
$2K +$2.22K +23 New
SFSIG
367
San Francisco Sentry Investment Group
California
$2K +$3.19K +33 New
WQ
368
Wealth Quarterback
New Jersey
$1.11K
SCA
369
Stonebridge Capital Advisors
Minnesota
$1K
TFGT
370
TS Financial Group (TSFG)
Illinois
$1K
ZB
371
Zions Bancorporation
Utah
$1K
MLL
372
Moody Lynn & Lieberson
Massachusetts
$329 -$18K -187 -4%
Lord, Abbett & Co
373
Lord, Abbett & Co
New Jersey
-$15.5M -141,200 Closed
CIBC World Market
374
CIBC World Market
Ontario, Canada
-$7.58M -69,122 Closed
CWM
375
CIBC World Markets
New York
-$7.37M -67,200 Closed

AFG Hedge Fund Activity: Q1 2020 in Review

376 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2020, worth a combined $4.4B — down 32% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AFG and 47 opened new positions — a net loss of 22 holders — while 138 trimmed existing stakes and 124 added.

The largest buyer was Victory Capital Management, adding an estimated $361M. The largest seller was Balyasny Asset Management, cutting an estimated $30.9M.

  • 376 institutional investors held American Financial Group (AFG) as of Q1 2020, down from 404 in Q4 2019.
  • Funds reported $4.4B of American Financial Group stock for Q1 2020, down 32% quarter-over-quarter.
  • 47 funds opened new American Financial Group positions in Q1 2020 and 69 closed out, a net change of -22 holders.
  • The largest American Financial Group buyer in Q1 2020 was Victory Capital Management, an estimated $361M added.
  • The largest American Financial Group seller in Q1 2020 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2020.