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American Financial Group

439 hedge funds and large institutions have $7.74B invested in American Financial Group in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $2.79M

20% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 139

0.08% more ownership

Funds ownership: 65.66%65.74% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 54

4% less capital invested

Capital invested by funds: $8.07B → $7.74B (-$331M)

2% less funds holding

Funds holding: 448439 (-9)

Holders
439
Holders Change
-9
Holders Change %
-2.01%
% of All Funds
7.4%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
53
Increased
167
Reduced
139
Closed
54
Calls
$12.6M
Puts
$2.79M
Net Calls
+$9.81M
Net Calls Change
+$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
401
JFS Wealth Advisors
Pennsylvania
$13K +$4.5K +32 +51%
ETC
402
Exchange Traded Concepts
Oklahoma
$13K +$12.9K +92 New
CWM
403
Curi Wealth Management
North Carolina
$12K
JFGIW
404
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K
PFA
405
Professional Financial Advisors
Nebraska
$11K
FPS
406
Fieldpoint Private Securities
Connecticut
$10K -$18.1K -129 -65%
MWA
407
Miller Wealth Advisors
Colorado
$10K
GWS
408
Glassman Wealth Services
Virginia
$8K
TWA
409
TCI Wealth Advisors
Arizona
$8K
VCM
410
Versant Capital Management
Arizona
$7K
SC
411
Schubert & Co
Texas
$7K +$3.94K +28 +122%
SBL
412
Sargent Bickham Lagudis
Colorado
$7K +$7.03K +50 New
CFO
413
CVA Family Office
Colorado
$5K
EARNEST Partners
414
EARNEST Partners
Georgia
$5K
PWMG
415
Prestige Wealth Management Group
New Jersey
$5K
SFG
416
Steward Financial Group
Texas
$5K +$5.91K +42 New
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$4.03K -$471K -3,346 -10%
DI
418
Disciplined Investments
Oklahoma
$3K
LPWM
419
Lake Point Wealth Management
Texas
$3K
SIS
420
Sound Income Strategies
Florida
$3K
NMG
421
New Millennium Group
Utah
$3K +$2.81K +20 New
LF
422
Lee Financial
Texas
$2K
MPWT
423
MassMutual Private Wealth & Trust
Connecticut
$2K
WT
424
Washington Trust
Rhode Island
$2K
AF
425
Allworth Financial
California
$2K +$141 +1 +8%

AFG Hedge Fund Activity: Q2 2022 in Review

439 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2022, worth a combined $7.74B — down 4.1% from $8.07B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of AFG and 53 opened new positions — a net loss of 1 holder — while 139 trimmed existing stakes and 167 added.

The largest buyer was Morgan Stanley, adding an estimated $49.1M. The largest seller was Victory Capital Management, cutting an estimated $76M.

  • 439 institutional investors held American Financial Group (AFG) as of Q2 2022, down from 448 in Q1 2022.
  • Funds reported $7.74B of American Financial Group stock for Q2 2022, down 4.1% quarter-over-quarter.
  • 53 funds opened new American Financial Group positions in Q2 2022 and 54 closed out, a net change of -1 holder.
  • The largest American Financial Group buyer in Q2 2022 was Morgan Stanley, an estimated $49.1M added.
  • The largest American Financial Group seller in Q2 2022 was Victory Capital Management, an estimated $76M sold.

Based on aggregated 13F filings for Q2 2022.