We are live on ! Find out more
AFG icon

American Financial Group

376 hedge funds and large institutions have $4.4B invested in American Financial Group in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 138 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.63% more ownership

Funds ownership: 65.88%69.51% (+3.6%)

7% less funds holding

Funds holding: 404376 (-28)

10% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 138

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

32% less capital invested

Capital invested by funds: $6.51B → $4.4B (-$2.12B)

67% less call options, than puts

Call options by funds: $4.47M | Put options by funds: $13.5M

Holders
376
Holders Change
-28
Holders Change %
-6.93%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
47
Increased
124
Reduced
138
Closed
69
Calls
$4.47M
Puts
$13.5M
Net Calls
-$9M
Net Calls Change
-$8.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$27.1M -$3.55M -36,760 -9%
Charles Schwab
27
Charles Schwab
California
$26.7M +$778K +8,062 +2%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$26.6M +$7.61M +78,892 +26%
CRM
29
Cramer Rosenthal McGlynn
Connecticut
$26.6M -$3.03M -31,370 -8%
PPA
30
Parametric Portfolio Associates
Washington
$26.3M +$11.1M +114,591 +44%
Renaissance Technologies
31
Renaissance Technologies
New York
$25M -$13M -134,858 -27%
UIM
32
USS Investment Management
United Kingdom
$24.3M
UBS AM
33
UBS AM
Illinois
$24.2M +$741K +7,682 +2%
Bank of America
34
Bank of America
North Carolina
$23.5M -$2.04M -21,161 -6%
MAM
35
Martingale Asset Management
Massachusetts
$23.5M +$174K +1,807 +0.5%
Prudential Financial
36
Prudential Financial
New Jersey
$23.4M -$13.9M -144,314 -30%
N
37
Nuveen
North Carolina
$23.1M -$11.3M -116,697 -26%
Macquarie Group
38
Macquarie Group
Australia
$21.2M +$2.45M +25,400 +9%
Ameriprise
39
Ameriprise
Minnesota
$21M +$965K +10,000 +3%
WCM
40
Wedge Capital Management
North Carolina
$20.3M -$2.18M -22,583 -7%
BCM
41
Bridgeway Capital Management
Texas
$19.1M -$2.55M -26,411 -9%
Principal Financial Group
42
Principal Financial Group
Iowa
$17.3M -$8.85M -91,707 -27%
FWIA
43
Fort Washington Investment Advisors
Ohio
$17.2M
EAM
44
EULAV Asset Management
Florida
$16.8M +$5.51M +57,131 +31%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$14.9M +$1.48M +15,336 +8%
DZ Bank
46
DZ Bank
Germany
$14.2M -$12M -124,350 -38%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$13.1M +$7M +72,519 +63%
American Century Companies
48
American Century Companies
Missouri
$12.7M +$6.11M +63,352 +54%
RP
49
Reinhart Partners
Wisconsin
$12.3M +$16.9M +175,262 New
JFL
50
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.2M +$16.8M +173,601 New

AFG Hedge Fund Activity: Q1 2020 in Review

376 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2020, worth a combined $4.4B — down 32% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AFG and 47 opened new positions — a net loss of 22 holders — while 138 trimmed existing stakes and 124 added.

The largest buyer was Victory Capital Management, adding an estimated $361M. The largest seller was Balyasny Asset Management, cutting an estimated $30.9M.

  • 376 institutional investors held American Financial Group (AFG) as of Q1 2020, down from 404 in Q4 2019.
  • Funds reported $4.4B of American Financial Group stock for Q1 2020, down 32% quarter-over-quarter.
  • 47 funds opened new American Financial Group positions in Q1 2020 and 69 closed out, a net change of -22 holders.
  • The largest American Financial Group buyer in Q1 2020 was Victory Capital Management, an estimated $361M added.
  • The largest American Financial Group seller in Q1 2020 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2020.