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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 %
CFGS
401
Concourse Financial Group Securities
Alabama
$1.07K -$476 -4 -31%
HCP
402
Hexagon Capital Partners
Arkansas
$833 -$1.43K -12 -63%
SWM
403
Spire Wealth Management
Virginia
$716 +$716 +6 New
GI
404
Gradient Investments
Minnesota
$713 – – –
AFWM
405
Abich Financial Wealth Management
Virginia
$594 +$594 +5 New
BIA
406
Bell Investment Advisors
California
$476 – – –
TWP
407
TFO Wealth Partners
Ohio
$357 – – –
VWA
408
Valued Wealth Advisors
Utah
$336 +$336 +3 New
JWM
409
Janiczek Wealth Management
Colorado
$238 +$238 +2 New
Balyasny Asset Management
410
Balyasny Asset Management
Illinois
– -$42.2M -377,553 Closed
CRM
411
Cramer Rosenthal McGlynn
Connecticut
– -$28M -250,467 Closed
CCM
412
Channing Capital Management
Illinois
– -$9.58M -85,762 Closed
PI
413
Putnam Investments
Massachusetts
– -$3.02M -27,018 Closed
NVIM
414
New Vernon Investment Management
Illinois
– -$2.95M -26,447 Closed
DA
415
Duality Advisers
Florida
– -$2.42M -21,667 Closed
Tudor Investment Corp
416
Tudor Investment Corp
Connecticut
– -$2.29M -20,481 Closed
KWM
417
Kingsview Wealth Management
Oregon
– -$2.14M -19,155 Closed
TI
418
Trexquant Investment
Connecticut
– -$1.47M -13,150 Closed
BCM
419
Bridgeway Capital Management
Texas
– -$1.41M -12,600 Closed
Arrowstreet Capital
420
Arrowstreet Capital
Massachusetts
– -$1.31M -11,769 Closed
OQS
421
Occudo Quantitative Strategies
Florida
– -$1.29M -11,527 Closed
II
422
Inspire Investing
Idaho
– -$1.26M -11,242 Closed
BPC
423
Banque Pictet & Cie
Switzerland
– -$917K -8,212 Closed
AIM
424
Aigen Investment Management
New York
– -$646K -5,783 Closed
Baird Financial Group
425
Baird Financial Group
Wisconsin
– -$631K -5,650 Closed
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