We are live on ! Find out more
AFG icon

American Financial Group

397 hedge funds and large institutions have $5.19B invested in American Financial Group in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 123 increasing their positions, 147 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

34% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 47

3% more funds holding

Funds holding: 385397 (+12)

0.46% more ownership

Funds ownership: 64.06%64.52% (+0.46%)

16% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 147

17% less capital invested

Capital invested by funds: $6.28B → $5.19B (-$1.1B)

61% less call options, than puts

Call options by funds: $471K | Put options by funds: $1.21M

Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
8.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
63
Increased
123
Reduced
147
Closed
47
Calls
$471K
Puts
$1.21M
Net Calls
-$742K
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$38.6M +$10M +99,944 +31%
W
27
Wealthquest
Ohio
$35.6M +$39.5M +393,365 New
Bank of America
28
Bank of America
North Carolina
$34.3M -$11.8M -117,329 -24%
UIM
29
USS Investment Management
United Kingdom
$31.7M +$35.2M +350,600 New
MAM
30
Martingale Asset Management
Massachusetts
$30.1M -$365K -3,638 -1%
Millennium Management
31
Millennium Management
New York
$29.9M +$18.8M +187,520 +132%
BCM
32
Bridgeway Capital Management
Texas
$27.4M -$251K -2,500 -0.8%
Charles Schwab
33
Charles Schwab
California
$27.4M +$1.25M +12,413 +4%
UBS AM
34
UBS AM
Illinois
$26.1M +$3.03M +30,209 +12%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$25.9M +$4.66M +46,415 +19%
Ameriprise
36
Ameriprise
Minnesota
$25.2M -$1.07M -10,692 -4%
GC
37
Gillson Capital
Illinois
$23.6M +$7.74M +77,213 +42%
APG Asset Management
38
APG Asset Management
Netherlands
$23.5M -$11.1M -110,500 -27%
TCIM
39
TIAA CREF Investment Management
New York
$23.2M -$312K -3,114 -1%
Morgan Stanley
40
Morgan Stanley
New York
$22.6M +$2.43M +24,206 +11%
Swiss National Bank
41
Swiss National Bank
Switzerland
$22.3M +$461K +4,600 +2%
PPA
42
Parametric Portfolio Associates
Washington
$21.3M -$4.87M -48,590 -17%
Legal & General Group
43
Legal & General Group
United Kingdom
$19.2M +$1.9M +18,933 +10%
JP Morgan Chase
44
JP Morgan Chase
New York
$19.1M -$15.8M -157,265 -43%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$19M -$2.45M -24,449 -10%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$17.6M +$5.7M +56,799 +41%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$17.4M -$298K -2,971 -2%
Deutsche Bank
48
Deutsche Bank
Germany
$17.2M -$10M -99,883 -34%
FIM
49
Foresters Investment Management
New York
$16.7M +$281K +2,800 +2%
CS
50
Credit Suisse
Switzerland
$16.3M +$1.69M +16,838 +10%

AFG Hedge Fund Activity: Q4 2018 in Review

397 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q4 2018, worth a combined $5.19B — down 17% from $6.28B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AFG positions and 47 closed out — a net gain of 16 holders — while 123 added to existing stakes and 147 trimmed.

The largest buyer was BlackRock, adding an estimated $89.2M. The largest seller was Eaton Vance Management, cutting an estimated $47.3M.

  • 397 institutional investors held American Financial Group (AFG) as of Q4 2018, up from 385 in Q3 2018.
  • Funds reported $5.19B of American Financial Group stock for Q4 2018, down 17% quarter-over-quarter.
  • 63 funds opened new American Financial Group positions in Q4 2018 and 47 closed out, a net change of +16 holders.
  • The largest American Financial Group buyer in Q4 2018 was BlackRock, an estimated $89.2M added.
  • The largest American Financial Group seller in Q4 2018 was Eaton Vance Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q4 2018.