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American Financial Group

466 hedge funds and large institutions have $7.45B invested in American Financial Group in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 167 increasing their positions, 155 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $7.81M | Put options by funds: $1.07M

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $6.82B → $7.45B (+$638M)

9% more funds holding

Funds holding: 427466 (+39)

8% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 155

0.17% less ownership

Funds ownership: 65.27%65.11% (-0.17%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
466
Holders Change
+39
Holders Change %
+9.13%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
75
Increased
167
Reduced
155
Closed
31
Calls
$7.81M
Puts
$1.07M
Net Calls
+$6.74M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
351
Bartlett & Co Wealth Management
Ohio
$241K +$9.59K +70 +4%
BC
352
Bartlett & Co
Ohio
$241K +$9.59K +70 +4%
LNWWM
353
Laird Norton Wetherby Wealth Management
California
$240K +$1.1K +8 +0.5%
TI
354
Truepoint Inc
Ohio
$238K -$89.5K -653 -27%
VI
355
Vestcor Inc
New Brunswick, Canada
$236K +$2.6K +19 +1%
CPO
356
Cerity Partners OCIO
New York
$233K +$3.02K +22 +1%
NA
357
NewEdge Advisors
Louisiana
$228K +$332K +2,420 New
SW
358
SVB Wealth
Massachusetts
$227K +$227K +1,655 New
GG
359
Gofen & Glossberg
Illinois
$220K +$219K +1,600 New
MG
360
Mather Group
Illinois
$218K +$217K +1,586 New
TRCT
361
Tower Research Capital (TRC)
New York
$214K -$887K -6,471 -81%
RWM
362
Ritholtz Wealth Management
New York
$213K -$121K -880 -36%
BPC
363
Banque Pictet & Cie
Switzerland
$212K +$211K +1,542 New
BMSSC
364
B. Metzler seel. Sohn & Co
Germany
$206K +$206K +1,502 New
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
$206K +$206K +1,502 New
MML Investors Services
366
MML Investors Services
Massachusetts
$201K +$201K +1,466 New
BCV
367
Banque Cantonale Vaudoise
Switzerland
$165K
LTI
368
Laffer Tengler Investments
Tennessee
$160K +$160K +1,164 New
S
369
SignatureFD
Georgia
$157K -$1.92K -14 -1%
POIA
370
Pin Oak Investment Advisors
Texas
$154K
Dimensional Fund Advisors
371
Dimensional Fund Advisors
Texas
$154K -$26.4M -192,560 -15%
Swedbank
372
Swedbank
Sweden
$134K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$127K +$15.6K +114 +14%
EAM
374
Erste Asset Management
Austria
$110K -$274K -2,000 -71%
BWM
375
BerganKDV Wealth Management
Minnesota
$109K -$548 -4 -0.5%

AFG Hedge Fund Activity: Q4 2022 in Review

466 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q4 2022, worth a combined $7.45B — up 9.4% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AFG positions and 31 closed out — a net gain of 44 holders — while 167 added to existing stakes and 155 trimmed.

The largest buyer was BlackRock, adding an estimated $259M. The largest seller was Abrams Bison Investments, exiting entirely with an estimated $64.5M sold.

  • 466 institutional investors held American Financial Group (AFG) as of Q4 2022, up from 427 in Q3 2022.
  • Funds reported $7.45B of American Financial Group stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 75 funds opened new American Financial Group positions in Q4 2022 and 31 closed out, a net change of +44 holders.
  • The largest American Financial Group buyer in Q4 2022 was BlackRock, an estimated $259M added.
  • The largest American Financial Group seller in Q4 2022 was Abrams Bison Investments, an estimated $64.5M sold.

Based on aggregated 13F filings for Q4 2022.