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American Financial Group

400 hedge funds and large institutions have $6.95B invested in American Financial Group in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 31

14% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $14.6M

3% more funds holding

Funds holding: 388400 (+12)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $7B → $6.95B (-$53.4M)

1.12% less ownership

Funds ownership: 66.69%65.57% (-1.1%)

42% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 170

Holders
400
Holders Change
+12
Holders Change %
+3.09%
% of All Funds
7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
46
Increased
99
Reduced
170
Closed
31
Calls
$16.6M
Puts
$14.6M
Net Calls
+$1.98M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Smithfield Trust
Pennsylvania
$37K
Rockefeller Capital Management
352
Rockefeller Capital Management
New York
$36K -$2.48K -19 -6%
CFA
353
Carroll Financial Associates
North Carolina
$36K +$653 +5 +2%
SGAM
354
Smith Group Asset Management
Texas
$31K +$2.22K +17 +7%
AA
355
AlphaMark Advisors
Kentucky
$28K
MAWCM
356
Mine & Arao Wealth Creation & Management
California
$28K
SSC
357
Syverson Strege & Co
Iowa
$28K
LPWM
358
Lake Point Wealth Management
Texas
$27K +$28.3K +217 New
FHA
359
First Horizon Advisors
Tennessee
$26K
FPS
360
Fieldpoint Private Securities
Connecticut
$25K +$1.83K +14 +8%
SWM
361
Selective Wealth Management
Virginia
$25K +$26.1K +200 New
TCWA
362
Ten Capital Wealth Advisors
Washington
$22K
RFA
363
Reilly Financial Advisors
California
$21K
GAM
364
Gemmer Asset Management
California
$18K +$261 +2 +1%
RDFA
365
Ritter Daniher Financial Advisory
Ohio
$18K +$392 +3 +2%
LC
366
Lindbrook Capital
California
$16K -$1.44K -11 -8%
TPCW
367
TD Private Client Wealth
New York
$16K
CFGS
368
Concourse Financial Group Securities
Alabama
$15K -$4.57K -35 -23%
HFM
369
Harvest Fund Management
China
$15K
OC
370
Oakworth Capital
Alabama
$13K
JFGIW
371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
SPIA
372
Steward Partners Investment Advisory
New York
$11K +$8.49K +65 +260%
PFA
373
Professional Financial Advisors
Nebraska
$10K
Nisa Investment Advisors
374
Nisa Investment Advisors
Missouri
$8.38K -$2.21M -16,902 -20%
MCM
375
Manchester Capital Management
Vermont
$8K

AFG Hedge Fund Activity: Q3 2021 in Review

400 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2021, worth a combined $6.95B — down 0.76% from $7B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AFG positions and 31 closed out — a net gain of 15 holders — while 99 added to existing stakes and 170 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $81.9M. The largest seller was LSV Asset Management, cutting an estimated $40M.

  • 400 institutional investors held American Financial Group (AFG) as of Q3 2021, up from 388 in Q2 2021.
  • Funds reported $6.95B of American Financial Group stock for Q3 2021, down 0.76% quarter-over-quarter.
  • 46 funds opened new American Financial Group positions in Q3 2021 and 31 closed out, a net change of +15 holders.
  • The largest American Financial Group buyer in Q3 2021 was Lord, Abbett & Co, an estimated $81.9M added.
  • The largest American Financial Group seller in Q3 2021 was LSV Asset Management, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2021.