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American Financial Group

262 hedge funds and large institutions have $3.16B invested in American Financial Group in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

110% more call options, than puts

Call options by funds: $629K | Put options by funds: $300K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more funds holding

Funds holding: 242262 (+20)

2% less capital invested

Capital invested by funds: $3.22B → $3.16B (-$57.8M)

1.22% less ownership

Funds ownership: 62.57%61.35% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 98

Holders
262
Holders Change
+20
Holders Change %
+8.26%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
37
Increased
87
Reduced
98
Closed
16
Calls
$629K
Puts
$300K
Net Calls
+$329K
Net Calls Change
+$583K
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$27M +$16M +284,270 +155%
MCM
27
Munder Capital Management
Michigan
$25M -$1.33M -23,549 -5%
Victory Capital Management
28
Victory Capital Management
Texas
$23.5M -$147K -2,600 -0.6%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$23.3M +$1.58M +28,100 +7%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$22.7M +$2.59M +45,966 +13%
RP
31
Reinhart Partners
Wisconsin
$21.8M +$813K +14,433 +4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$20.9M -$25.6M -454,165 -56%
CIM
33
Calvert Investment Management
Maryland
$19.6M +$14.6K +259 +0.1%
Wells Fargo
34
Wells Fargo
California
$19M +$491K +8,715 +3%
Morgan Stanley
35
Morgan Stanley
New York
$18.4M +$9.45M +167,588 +111%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$18.1M +$131K +2,328 +0.7%
BA
37
BlackRock Advisors
Delaware
$18.1M -$2.3M -40,738 -12%
MAA
38
Managed Account Advisors
New Jersey
$17.9M -$647K -11,487 -4%
ZIM
39
Zacks Investment Management
Illinois
$16.5M +$1.88M +33,441 +13%
JP Morgan Chase
40
JP Morgan Chase
New York
$16.5M -$248K -4,400 -2%
Macquarie Group
41
Macquarie Group
Australia
$16.3M +$14.1K +250 +0.1%
Federated Hermes
42
Federated Hermes
Pennsylvania
$15.5M -$19.9K -353 -0.1%
UBS AM
43
UBS AM
Illinois
$14.5M +$902K +16,000 +7%
PI
44
Putnam Investments
Massachusetts
$12.8M +$1.22M +21,589 +11%
BIM
45
BlackRock Investment Management
Delaware
$12.8M -$206K -3,656 -2%
Ameriprise
46
Ameriprise
Minnesota
$12M +$1.01M +17,858 +9%
Goldman Sachs
47
Goldman Sachs
New York
$11.9M +$1.63M +28,853 +16%
JHIU
48
Janus Henderson Investors US
Colorado
$11.5M +$502K +8,900 +5%
FIM
49
Foresters Investment Management
New York
$11.4M +$52.1K +925 +0.5%
PP
50
Prudential plc
United Kingdom
$11.3M -$411K -7,300 -4%

AFG Hedge Fund Activity: Q1 2014 in Review

262 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2014, worth a combined $3.16B — down 1.8% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AFG positions and 16 closed out — a net gain of 21 holders — while 87 added to existing stakes and 98 trimmed.

The largest buyer was AJO LP, adding an estimated $38.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $52.7M.

  • 262 institutional investors held American Financial Group (AFG) as of Q1 2014, up from 242 in Q4 2013.
  • Funds reported $3.16B of American Financial Group stock for Q1 2014, down 1.8% quarter-over-quarter.
  • 37 funds opened new American Financial Group positions in Q1 2014 and 16 closed out, a net change of +21 holders.
  • The largest American Financial Group buyer in Q1 2014 was AJO LP, an estimated $38.4M added.
  • The largest American Financial Group seller in Q1 2014 was Schroder Investment Management Group, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2014.