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American Financial Group

326 hedge funds and large institutions have $5.21B invested in American Financial Group in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $2.69M

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more capital invested

Capital invested by funds: $4.77B → $5.21B (+$447M)

4% more funds holding

Funds holding: 312326 (+14)

6% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 110

0.51% more ownership

Funds ownership: 62.28%62.79% (+0.51%)

Holders
326
Holders Change
+14
Holders Change %
+4.49%
% of All Funds
8.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
48
Increased
117
Reduced
110
Closed
26
Calls
$5.24M
Puts
$2.69M
Net Calls
+$2.55M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
26
Zacks Investment Management
Illinois
$40.6M +$3.56M +38,847 +10%
JIR
27
James Investment Research
Ohio
$39.6M -$2.85M -31,055 -7%
CRM
28
Cramer Rosenthal McGlynn
Connecticut
$38.5M -$13.8M -150,758 -27%
JP Morgan Chase
29
JP Morgan Chase
New York
$36.5M +$2.51M +27,412 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$34.1M -$578K -6,303 -2%
PPA
31
Parametric Portfolio Associates
Washington
$33.5M +$1.34M +14,588 +4%
NFA
32
Nationwide Fund Advisors
Ohio
$32.1M -$774K -8,438 -2%
MAM
33
Martingale Asset Management
Massachusetts
$30.7M +$2.21M +24,119 +8%
PP
34
Prudential plc
United Kingdom
$30.6M +$1.11M +12,100 +4%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$30.1M -$45.5M -496,358 -61%
Stifel Financial
36
Stifel Financial
Missouri
$30M +$210K +2,286 +0.7%
Ameriprise
37
Ameriprise
Minnesota
$29.2M +$94.1K +1,026 +0.3%
ICM
38
IronBridge Capital Management
Illinois
$27.9M -$8.05M -87,819 -23%
Wells Fargo
39
Wells Fargo
California
$27.7M +$14.2M +155,085 +114%
Macquarie Group
40
Macquarie Group
Australia
$27.4M -$610K -6,650 -2%
TCIM
41
TIAA CREF Investment Management
New York
$26.4M -$2.23M -24,274 -8%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$24M -$4.32M -47,166 -16%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$21.9M +$633K +6,900 +3%
Morgan Stanley
44
Morgan Stanley
New York
$21.7M +$9.43M +102,874 +83%
FQ
45
First Quadrant
California
$20.8M +$983K +10,728 +5%
FIM
46
Foresters Investment Management
New York
$19.8M +$138K +1,500 +0.7%
PAM
47
Panagora Asset Management
Massachusetts
$19M +$1.15M +12,495 +7%
Los Angeles Capital Management
48
Los Angeles Capital Management
California
$18.4M -$1.02M -11,124 -5%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$18.1M +$9.57M +104,357 +123%
CS
50
Credit Suisse
Switzerland
$17.8M -$1.93M -21,037 -10%

AFG Hedge Fund Activity: Q1 2017 in Review

326 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2017, worth a combined $5.21B — up 9.4% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AFG positions and 26 closed out — a net gain of 22 holders — while 117 added to existing stakes and 110 trimmed.

The largest buyer was BlackRock, adding an estimated $537M. The largest seller was Schroder Investment Management Group, cutting an estimated $45.5M.

  • 326 institutional investors held American Financial Group (AFG) as of Q1 2017, up from 312 in Q4 2016.
  • Funds reported $5.21B of American Financial Group stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 48 funds opened new American Financial Group positions in Q1 2017 and 26 closed out, a net change of +22 holders.
  • The largest American Financial Group buyer in Q1 2017 was BlackRock, an estimated $537M added.
  • The largest American Financial Group seller in Q1 2017 was Schroder Investment Management Group, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2017.