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American Financial Group

400 hedge funds and large institutions have $6.95B invested in American Financial Group in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 31

14% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $14.6M

3% more funds holding

Funds holding: 388400 (+12)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $7B → $6.95B (-$53.4M)

1.12% less ownership

Funds ownership: 66.69%65.57% (-1.1%)

42% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 170

Holders
400
Holders Change
+12
Holders Change %
+3.09%
% of All Funds
7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
46
Increased
99
Reduced
170
Closed
31
Calls
$16.6M
Puts
$14.6M
Net Calls
+$1.98M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$41.8M +$1.53M +11,740 +4%
Legal & General Group
27
Legal & General Group
United Kingdom
$38.5M -$1.85M -14,196 -4%
Swiss National Bank
28
Swiss National Bank
Switzerland
$36M -$1.83M -14,000 -5%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$35.9M +$36.8M +281,716 +7,209%
Principal Financial Group
30
Principal Financial Group
Iowa
$34.6M +$215K +1,644 +0.6%
UBS AM
31
UBS AM
Illinois
$34.2M -$837K -6,409 -2%
N
32
Nuveen
North Carolina
$33M -$2.26M -17,285 -6%
EAM
33
EULAV Asset Management
Florida
$30.2M
EVM
34
Eaton Vance Management
Massachusetts
$27.9M +$10.6M +81,513 +57%
Ameriprise
35
Ameriprise
Minnesota
$27.9M -$1.75M -13,411 -6%
Macquarie Group
36
Macquarie Group
Australia
$25.2M -$11M -84,156 -30%
BTW
37
Boston Trust Walden
Massachusetts
$25M -$363K -2,779 -1%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$24.7M -$1.42M -10,903 -5%
UBS Group
39
UBS Group
Switzerland
$24.2M -$1.5M -11,486 -6%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$22.1M -$1.47M -11,267 -6%
WCM
41
Wedge Capital Management
North Carolina
$21.7M -$5.35M -40,961 -19%
First Trust Advisors
42
First Trust Advisors
Illinois
$20.6M -$2.53M -19,359 -11%
ProShare Advisors
43
ProShare Advisors
Maryland
$20.6M -$118K -904 -0.5%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$20.3M -$482K -3,690 -2%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$20.2M -$9.98M -76,455 -32%
Deutsche Bank
46
Deutsche Bank
Germany
$18.6M +$4.55M +34,868 +31%
Comerica Bank
47
Comerica Bank
Texas
$18.5M -$1.32M -10,132 -7%
CRC
48
Curi RMB Capital
Illinois
$18.5M +$250K +1,917 +1%
RP
49
Reinhart Partners
Wisconsin
$17.6M -$3.61M -27,658 -18%
CVA
50
Ceredex Value Advisors
Florida
$16.8M -$326K -2,498 -2%

AFG Hedge Fund Activity: Q3 2021 in Review

400 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2021, worth a combined $6.95B — down 0.76% from $7B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AFG positions and 31 closed out — a net gain of 15 holders — while 99 added to existing stakes and 170 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $81.9M. The largest seller was LSV Asset Management, cutting an estimated $40M.

  • 400 institutional investors held American Financial Group (AFG) as of Q3 2021, up from 388 in Q2 2021.
  • Funds reported $6.95B of American Financial Group stock for Q3 2021, down 0.76% quarter-over-quarter.
  • 46 funds opened new American Financial Group positions in Q3 2021 and 31 closed out, a net change of +15 holders.
  • The largest American Financial Group buyer in Q3 2021 was Lord, Abbett & Co, an estimated $81.9M added.
  • The largest American Financial Group seller in Q3 2021 was LSV Asset Management, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2021.