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American Financial Group

393 hedge funds and large institutions have $6.08B invested in American Financial Group in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 147 increasing their positions, 150 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $6.21M | Put options by funds: $2.56M

0.77% less ownership

Funds ownership: 64.77%64% (-0.77%)

2% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 150

6% less funds holding

Funds holding: 419393 (-26)

7% less capital invested

Capital invested by funds: $6.51B → $6.08B (-$433M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 57

Holders
393
Holders Change
-26
Holders Change %
-6.21%
% of All Funds
6.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
34
Increased
147
Reduced
150
Closed
57
Calls
$6.21M
Puts
$2.56M
Net Calls
+$3.65M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
V
426
Veritable
Delaware
-$230K -1,939 Closed
Cetera Investment Advisers
427
Cetera Investment Advisers
Illinois
-$230K -1,937 Closed
GT
428
Greenleaf Trust
Michigan
-$226K -1,905 Closed
BCM
429
Brookstone Capital Management
Illinois
-$226K -1,895 Closed
GVAG
430
Great Valley Advisor Group
Delaware
-$213K -1,797 Closed
Capstone Investment Advisors
431
Capstone Investment Advisors
New York
-$213K -1,796 Closed
LNWWM
432
Laird Norton Wetherby Wealth Management
California
-$212K -1,788 Closed
SGI
433
Summit Global Investments
Utah
-$210K -1,770 Closed
LTI
434
Laffer Tengler Investments
Tennessee
-$140K -1,180 Closed
CMF
435
Counterpoint Mutual Funds
California
-$125K -1,054 Closed
Robeco Institutional Asset Management
436
Robeco Institutional Asset Management
Netherlands
-$74.3K -626 Closed
AP
437
Arlington Partners
Alabama
-$41.6K -350 Closed
HNB
438
Huntington National Bank
Ohio
-$40.3K -339 Closed
RCM
439
Raleigh Capital Management
North Carolina
-$36.9K -310 Closed
TFP
440
Tilia Fiduciary Partners
North Carolina
-$17.1K -144 Closed
FGAM
441
Financial Gravity Asset Management
Texas
-$1.21K -119 Closed
AAP
442
Arax Advisory Partners
Colorado
-$6.77K -57 Closed
AWM
443
Avior Wealth Management
Nebraska
-$5.11K -43 Closed
KFI
444
Key Financial Inc
Pennsylvania
-$4.04K -34 Closed
QL
445
Quarry LP
New York
-$3.21K -27 Closed
DI
446
Disciplined Investments
Oklahoma
-$2.14K -18 Closed
JWM
447
Janiczek Wealth Management
Colorado
-$1.31K -11 Closed
CFO
448
CVA Family Office
Colorado
-$1.19K -10 Closed
TFM
449
TFC Financial Management
Massachusetts
-$357 -3 Closed
HI
450
Harbour Investments
Wisconsin
-$238 -2 Closed

AFG Hedge Fund Activity: Q3 2023 in Review

393 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2023, worth a combined $6.08B — down 6.6% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AFG and 34 opened new positions — a net loss of 23 holders — while 150 trimmed existing stakes and 147 added.

The largest buyer was Fidelity Investments, adding an estimated $75.5M. The largest seller was BlackRock, cutting an estimated $57.2M.

  • 393 institutional investors held American Financial Group (AFG) as of Q3 2023, down from 419 in Q2 2023.
  • Funds reported $6.08B of American Financial Group stock for Q3 2023, down 6.6% quarter-over-quarter.
  • 34 funds opened new American Financial Group positions in Q3 2023 and 57 closed out, a net change of -23 holders.
  • The largest American Financial Group buyer in Q3 2023 was Fidelity Investments, an estimated $75.5M added.
  • The largest American Financial Group seller in Q3 2023 was BlackRock, an estimated $57.2M sold.

Based on aggregated 13F filings for Q3 2023.