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American Financial Group
AFG

Overview Fund Activity

410 hedge funds and large institutions have $6.48B invested in American Financial Group in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+19
Holders Change %
+4.86%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
147
Reduced
141
Closed
40
Calls
$7.66M
Puts
$3.09M
Net Calls
+$4.57M
Net Calls Change
+$913K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$172M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$609M
3
Citadel Advisors
Citadel Advisors
Florida
$33.3M
4
Victory Capital Management
Victory Capital Management
Texas
$456M
5
BG
Bahl & Gaynor
Ohio
$50.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$875K
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$21.9M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
5
LSV Asset Management
LSV Asset Management
Illinois
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
376
Glassman Wealth Services
Virginia
$7.85K – – –
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$7.37K -$3.21K -27 -30%
EWA
378
EverSource Wealth Advisors
Alabama
$7.37K +$5.11K +43 +226%
PWMG
379
Prestige Wealth Management Group
New Jersey
$7.02K -$3.69K -31 -34%
IPW
380
Impact Partnership Wealth
Georgia
$6.32K -$280K -2,347 -98%
PTC
381
Private Trust Company
Ohio
$6.3K -$95.1K -800 -94%
IA
382
IFP Advisors
Florida
$6.3K +$1.66K +14 +36%
RIM
383
Rakuten Investment Management
Japan
$6.21K +$6.21K +52 New
Bessemer Group
384
Bessemer Group
New Jersey
$6K -$6K -57 -50%
AF
385
Allworth Financial
California
$4.52K -$1.07K -9 -19%
BGAI
386
Bruce G. Allen Investments
Colorado
$4.28K +$4.28K +36 New
JWA
387
JFS Wealth Advisors
Pennsylvania
$3.69K -$4.16K -35 -53%
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$3.57K – – –
Jones Financial Companies
389
Jones Financial Companies
Missouri
$3.45K +$3.45K +29 New
CP
390
Castleview Partners
Texas
$3.21K +$3.21K +27 New
SIC
391
SJS Investment Consulting
Ohio
$2.5K +$238 +2 +11%
SIS
392
Sound Income Strategies
Florida
$2.38K – – –
NMG
393
New Millennium Group
Utah
$2.06K – – –
AssetMark Inc
394
AssetMark Inc
California
$2.02K -$832 -7 -29%
VNA
395
Valley National Advisers
Pennsylvania
$2K +$2K +25 New
HI
396
Harbour Investments
Wisconsin
$1.78K +$1.78K +15 New
DPW
397
DiNuzzo Private Wealth
Pennsylvania
$1.67K +$1.67K +14 New
MRCM
398
M&R Capital Management
New Jersey
$1.43K – – –
CFO
399
CVA Family Office
Colorado
$1.19K +$1.19K +10 New
AAP
400
Arax Advisory Partners
Colorado
$1.07K +$1.07K +9 New
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16
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