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American Financial Group

419 hedge funds and large institutions have $6.51B invested in American Financial Group in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $1.16M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.18% less ownership

Funds ownership: 64.95%64.77% (-0.18%)

3% less capital invested

Capital invested by funds: $6.71B → $6.51B (-$202M)

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 162

3% less funds holding

Funds holding: 434419 (-15)

26% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 58

Holders
419
Holders Change
-15
Holders Change %
-3.46%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
43
Increased
152
Reduced
162
Closed
58
Calls
$6.64M
Puts
$1.16M
Net Calls
+$5.48M
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
401
Disciplined Investments
Oklahoma
$2.14K +$354 +3 +20%
NMG
402
New Millennium Group
Utah
$2K
BIA
403
Bell Investment Advisors
California
$1.9K -$471 -4 -20%
SIC
404
SJS Investment Consulting
Ohio
$1.78K +$354 +3 +25%
CFGS
405
Concourse Financial Group Securities
Alabama
$1.78K -$47.6K -404 -96%
MRCM
406
M&R Capital Management
New Jersey
$1.43K
WT
407
Washington Trust
Rhode Island
$1.43K +$354 +3 +33%
JWM
408
Janiczek Wealth Management
Colorado
$1.31K +$1.3K +11 New
FGAM
409
Financial Gravity Asset Management
Texas
$1.21K -$354 -3 -2%
CFO
410
CVA Family Office
Colorado
$1.19K
PFBT
411
Parkside Financial Bank & Trust
Missouri
$713
EAM
412
Eukles Asset Management
Ohio
$594
ECM
413
EMC Capital Management
Texas
$386 +$651K +5,521 +294%
TFM
414
TFC Financial Management
Massachusetts
$357 +$354 +3 New
EWA
415
EverSource Wealth Advisors
Alabama
$356 -$825 -7 -70%
TWP
416
TFO Wealth Partners
Ohio
$356
HI
417
Harbour Investments
Wisconsin
$238 +$236 +2 New
Comerica Bank
418
Comerica Bank
Texas
$1 +$43.2M +366,410 New
CVA
419
Ceredex Value Advisors
Florida
-$9.02M -74,252 Closed
FAF
420
Första AP-fonden
Sweden
-$4.62M -38,000 Closed
IP
421
Interval Partners
New York
-$3.21M -26,430 Closed
SSA
422
Schonfeld Strategic Advisors
New York
-$3.06M -25,176 Closed
SAM
423
Synergy Asset Management
Washington
-$2.89M -23,759 Closed
DWA
424
Dorsey Wright & Associates
California
-$2.46M -20,216 Closed
Mackenzie Financial
425
Mackenzie Financial
Ontario, Canada
-$2.33M -19,182 Closed

AFG Hedge Fund Activity: Q2 2023 in Review

419 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2023, worth a combined $6.51B — down 3% from $6.71B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AFG and 43 opened new positions — a net loss of 15 holders — while 162 trimmed existing stakes and 152 added.

The largest buyer was Victory Capital Management, adding an estimated $42M. The largest seller was Envestnet Asset Management, cutting an estimated $35.5M.

  • 419 institutional investors held American Financial Group (AFG) as of Q2 2023, down from 434 in Q1 2023.
  • Funds reported $6.51B of American Financial Group stock for Q2 2023, down 3% quarter-over-quarter.
  • 43 funds opened new American Financial Group positions in Q2 2023 and 58 closed out, a net change of -15 holders.
  • The largest American Financial Group buyer in Q2 2023 was Victory Capital Management, an estimated $42M added.
  • The largest American Financial Group seller in Q2 2023 was Envestnet Asset Management, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2023.