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American Financial Group

419 hedge funds and large institutions have $6.51B invested in American Financial Group in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 162 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more call options, than puts

Call options by funds: $6.64M | Put options by funds: $1.16M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.18% less ownership

Funds ownership: 64.95%64.77% (-0.18%)

3% less capital invested

Capital invested by funds: $6.71B → $6.51B (-$202M)

6% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 162

3% less funds holding

Funds holding: 434419 (-15)

26% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 58

Holders
419
Holders Change
-15
Holders Change %
-3.46%
% of All Funds
6.58%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
43
Increased
152
Reduced
162
Closed
58
Calls
$6.64M
Puts
$1.16M
Net Calls
+$5.48M
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
26
DZ Bank
Germany
$34.8M +$14.2M +120,619 +70%
UBS AM
27
UBS AM
Illinois
$33.4M
Legal & General Group
28
Legal & General Group
United Kingdom
$33.3M -$4.98M -42,249 -13%
ProShare Advisors
29
ProShare Advisors
Maryland
$32.1M +$2.32M +19,655 +8%
Principal Financial Group
30
Principal Financial Group
Iowa
$31.8M -$1.9M -16,128 -6%
BTW
31
Boston Trust Walden
Massachusetts
$31.1M +$2.03M +17,239 +7%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$31.1M -$10.7M -91,152 -26%
Swiss National Bank
33
Swiss National Bank
Switzerland
$31.1M -$2.95M -25,000 -9%
CRM
34
Cramer Rosenthal McGlynn
Connecticut
$30.3M -$3.31M -28,079 -10%
VRS
35
Virginia Retirement Systems
Virginia
$28.5M +$825K +7,000 +3%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$25.6M +$1.36M +11,523 +6%
Deutsche Bank
37
Deutsche Bank
Germany
$23.8M +$11.4M +97,039 +94%
N
38
Nuveen
North Carolina
$22.7M -$3.49M -29,575 -13%
Bank of America
39
Bank of America
North Carolina
$22.5M -$584K -4,957 -3%
JP Morgan Chase
40
JP Morgan Chase
New York
$21.8M -$1.98M -16,817 -8%
Ameriprise
41
Ameriprise
Minnesota
$21.6M +$482K +4,091 +2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$20.1M -$3.28M -27,863 -14%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$19.7M -$150K -1,273 -0.8%
CS
44
Credit Suisse
Switzerland
$19.6M +$1.4M +11,890 +8%
Macquarie Group
45
Macquarie Group
Australia
$17.9M -$127K -1,077 -0.7%
First Trust Advisors
46
First Trust Advisors
Illinois
$16.4M +$364K +3,091 +2%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$16.2M +$7.79M +66,081 +94%
UBS Group
48
UBS Group
Switzerland
$16.1M +$1.91M +16,191 +14%
Citigroup
49
Citigroup
New York
$15.7M +$2.84M +24,096 +22%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$15.6M -$854K -7,243 -5%

AFG Hedge Fund Activity: Q2 2023 in Review

419 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2023, worth a combined $6.51B — down 3% from $6.71B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AFG and 43 opened new positions — a net loss of 15 holders — while 162 trimmed existing stakes and 152 added.

The largest buyer was Victory Capital Management, adding an estimated $42M. The largest seller was Envestnet Asset Management, cutting an estimated $35.5M.

  • 419 institutional investors held American Financial Group (AFG) as of Q2 2023, down from 434 in Q1 2023.
  • Funds reported $6.51B of American Financial Group stock for Q2 2023, down 3% quarter-over-quarter.
  • 43 funds opened new American Financial Group positions in Q2 2023 and 58 closed out, a net change of -15 holders.
  • The largest American Financial Group buyer in Q2 2023 was Victory Capital Management, an estimated $42M added.
  • The largest American Financial Group seller in Q2 2023 was Envestnet Asset Management, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2023.