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American Financial Group

385 hedge funds and large institutions have $6.28B invested in American Financial Group in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.05% more ownership

Funds ownership: 63.01%64.06% (+1%)

5% more capital invested

Capital invested by funds: $5.99B → $6.28B (+$298M)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

1% less funds holding

Funds holding: 390385 (-5)

12% less call options, than puts

Call options by funds: $2.11M | Put options by funds: $2.4M

14% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 146

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
385
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
8.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
33
Calls
$2.11M
Puts
$2.4M
Net Calls
-$289K
Net Calls Change
-$439K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$55.1M -$1.22M -10,995 -2%
JP Morgan Chase
27
JP Morgan Chase
New York
$40.8M +$5.44M +48,897 +15%
APG Asset Management
28
APG Asset Management
Netherlands
$38.9M -$267K -2,400 -0.6%
MAM
29
Martingale Asset Management
Massachusetts
$37.3M -$101K -906 -0.3%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$36.2M +$6.82M +61,277 +23%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$33.9M +$16.2M +145,785 +91%
BCM
32
Bridgeway Capital Management
Texas
$33.9M -$3.96M -35,600 -10%
Charles Schwab
33
Charles Schwab
California
$32.2M +$2.44M +21,961 +8%
Deutsche Bank
34
Deutsche Bank
Germany
$32.2M -$3.87M -34,825 -11%
Ameriprise
35
Ameriprise
Minnesota
$32.1M -$96.7K -869 -0.3%
PPA
36
Parametric Portfolio Associates
Washington
$31.5M -$3.41M -30,686 -10%
TCIM
37
TIAA CREF Investment Management
New York
$28.8M -$2.68M -24,083 -8%
UBS AM
38
UBS AM
Illinois
$28.7M +$124K +1,111 +0.4%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$27M +$607K +5,452 +2%
Swiss National Bank
40
Swiss National Bank
Switzerland
$26.8M -$712K -6,400 -3%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$26M -$690K -6,201 -3%
Morgan Stanley
42
Morgan Stanley
New York
$25.1M +$2.67M +23,978 +12%
JIR
43
James Investment Research
Ohio
$25M -$1.3M -11,653 -5%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$21.6M +$100K +900 +0.5%
UBS Group
45
UBS Group
Switzerland
$21.6M +$4.03M +36,208 +23%
Legal & General Group
46
Legal & General Group
United Kingdom
$21.4M +$424K +3,808 +2%
Macquarie Group
47
Macquarie Group
Australia
$20.9M -$2.23M -20,050 -10%
GC
48
Gillson Capital
Illinois
$20.4M +$2.28M +20,454 +13%
FIM
49
Foresters Investment Management
New York
$20.1M +$145K +1,300 +0.7%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$18.3M +$256K +2,300 +1%

AFG Hedge Fund Activity: Q3 2018 in Review

385 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2018, worth a combined $6.28B — up 5% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of AFG and 30 opened new positions — a net loss of 3 holders — while 146 trimmed existing stakes and 126 added.

The largest buyer was BlackRock, adding an estimated $55.7M. The largest seller was AllianceBernstein, cutting an estimated $17.2M.

  • 385 institutional investors held American Financial Group (AFG) as of Q3 2018, down from 390 in Q2 2018.
  • Funds reported $6.28B of American Financial Group stock for Q3 2018, up 5% quarter-over-quarter.
  • 30 funds opened new American Financial Group positions in Q3 2018 and 33 closed out, a net change of -3 holders.
  • The largest American Financial Group buyer in Q3 2018 was BlackRock, an estimated $55.7M added.
  • The largest American Financial Group seller in Q3 2018 was AllianceBernstein, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2018.