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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
PCG
376
Private Capital Group
Connecticut
$7K -$522 -4 -7%
GWS
377
Glassman Wealth Services
Virginia
$7K
TWA
378
TCI Wealth Advisors
Arizona
$7K
VCM
379
Versant Capital Management
Arizona
$7K
PWMG
380
Prestige Wealth Management Group
New Jersey
$5K
BFC
381
Bedel Financial Consulting
Indiana
$4K
EARNEST Partners
382
EARNEST Partners
Georgia
$4K
IA
383
IFP Advisors
Florida
$4K
JPLA
384
Joseph P. Lucia & Associates
New York
$3K
LWM
385
Liberty Wealth Management
California
$3K
SIS
386
Sound Income Strategies
Florida
$3K +$2.35K +18 +900%
SCA
387
Stonebridge Capital Advisors
Minnesota
$2K -$2.22K -17 -50%
WT
388
Washington Trust
Rhode Island
$2K
BIA
389
Bell Investment Advisors
California
$2K +$1.83K +14 New
CPC
390
Consolidated Planning Corp
Georgia
$2K +$1.83K +14 New
LF
391
Lee Financial
Texas
$2K +$1.83K +14 New
DOA
392
D'Orazio & Associates
Virginia
$2K +$2.35K +18 New
MGIM
393
M&G Investment Management
United Kingdom
$1.03K -$17.6K -135 -2%
AWMS
394
Advocacy Wealth Management Services
Georgia
$1K
CI
395
CX Institutional
Indiana
$1K
EAM
396
Eukles Asset Management
Ohio
$1K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$1K
NFG
398
Next Financial Group
Texas
$1K
ZB
399
Zions Bancorporation
Utah
$1K
APA
400
American Portfolios Advisors
New York
$755 -$263K -2,014 -100%

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.