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American Financial Group

419 hedge funds and large institutions have $7.49B invested in American Financial Group in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $8.27M | Put options by funds: $1.87M

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

18% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 137

15% more capital invested

Capital invested by funds: $6.49B → $7.49B (+$1B)

2% more funds holding

Funds holding: 412419 (+7)

0.49% more ownership

Funds ownership: 65.13%65.62% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
419
Holders Change
+7
Holders Change %
+1.7%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
161
Reduced
137
Closed
44
Calls
$8.27M
Puts
$1.87M
Net Calls
+$6.4M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
SJS Investment Consulting
Ohio
$2.87K
SIS
402
Sound Income Strategies
Florida
$2.73K
VWM
403
Venturi Wealth Management
Texas
$2.32K +$2.12K +17 New
AssetMark Inc
404
AssetMark Inc
California
$2.32K
DPW
405
DiNuzzo Private Wealth
Pennsylvania
$2.18K +$249 +2 +14%
UB
406
UMB Bank
Missouri
$2.18K +$1.99K +16 New
TSMHT
407
Thurston Springer Miller Herd & Titak
Indiana
$1.5K +$1.37K +11 New
CFO
408
CVA Family Office
Colorado
$1.36K
AAP
409
Arax Advisory Partners
Colorado
$1.26K
JPWM
410
Jamison Private Wealth Management
Georgia
$1.23K +$1.12K +9 New
CFGS
411
Concourse Financial Group Securities
Alabama
$1.23K
BIA
412
Bell Investment Advisors
California
$1.09K +$498 +4 +100%
A
413
AlphaQuest
New York
$955 +$871 +7 New
GI
414
Gradient Investments
Minnesota
$819
SWM
415
Spire Wealth Management
Virginia
$819
VWA
416
Valued Wealth Advisors
Utah
$819 +$373 +3 +100%
CPG
417
Cornerstone Planning Group
New Jersey
$510 +$498 +4 New
TWP
418
TFO Wealth Partners
Ohio
$409
JWM
419
Janiczek Wealth Management
Colorado
$273
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
420
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$7.13M -60,000 Closed
Renaissance Technologies
421
Renaissance Technologies
New York
-$6.36M -53,500 Closed
CM
422
Crestline Management
Texas
-$2.97M -25,000 Closed
Canada Pension Plan Investment Board
423
Canada Pension Plan Investment Board
Ontario, Canada
-$2.62M -22,000 Closed
Mackenzie Financial
424
Mackenzie Financial
Ontario, Canada
-$1.98M -16,660 Closed
HF
425
HRT Financial
New York
-$1.94M -16,345 Closed

AFG Hedge Fund Activity: Q1 2024 in Review

419 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2024, worth a combined $7.49B — up 15% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AFG positions and 44 closed out — a net gain of 10 holders — while 161 added to existing stakes and 137 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $60.9M. The largest seller was Morgan Stanley, cutting an estimated $88.5M.

  • 419 institutional investors held American Financial Group (AFG) as of Q1 2024, up from 412 in Q4 2023.
  • Funds reported $7.49B of American Financial Group stock for Q1 2024, up 15% quarter-over-quarter.
  • 54 funds opened new American Financial Group positions in Q1 2024 and 44 closed out, a net change of +10 holders.
  • The largest American Financial Group buyer in Q1 2024 was AllianceBernstein, an estimated $60.9M added.
  • The largest American Financial Group seller in Q1 2024 was Morgan Stanley, an estimated $88.5M sold.

Based on aggregated 13F filings for Q1 2024.