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American Financial Group

262 hedge funds and large institutions have $3.16B invested in American Financial Group in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 98 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

110% more call options, than puts

Call options by funds: $629K | Put options by funds: $300K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more funds holding

Funds holding: 242262 (+20)

2% less capital invested

Capital invested by funds: $3.22B → $3.16B (-$57.8M)

1.22% less ownership

Funds ownership: 62.57%61.35% (-1.2%)

11% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 98

Holders
262
Holders Change
+20
Holders Change %
+8.26%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
37
Increased
87
Reduced
98
Closed
16
Calls
$629K
Puts
$300K
Net Calls
+$329K
Net Calls Change
+$583K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$11.2M +$2.48M +44,022 +29%
Principal Financial Group
52
Principal Financial Group
Iowa
$11.1M +$934K +16,580 +9%
First Trust Advisors
53
First Trust Advisors
Illinois
$10.9M +$1.11M +19,762 +12%
PPA
54
Parametric Portfolio Associates
Washington
$10.8M -$547K -9,703 -5%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$9.88M -$84.5K -1,500 -0.9%
RA
56
Royce & Associates
New York
$9.64M
RCAMU
57
Rothschild & Co Asset Management US
Connecticut
$9.47M -$347K -6,164 -4%
AIG
58
American International Group
New York
$8.52M +$16.6K +294 +0.2%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$8.16M +$39.5K +700 +0.5%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$8.12M -$732K -12,980 -8%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$8.11M +$1.72M +30,500 +28%
LAM
62
Lingohr Asset Management
Germany
$7.75M -$1.11M -19,700 -13%
HW
63
Hancock Whitney
Mississippi
$7.48M +$8.62K +153 +0.1%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$7.35M -$688K -12,214 -9%
CS
65
Credit Suisse
Switzerland
$7.22M +$677K +12,018 +11%
LG
66
Leuthold Group
Minnesota
$6.99M -$79.1K -1,404 -1%
Charles Schwab
67
Charles Schwab
California
$6.92M -$738K -13,099 -10%
WCM
68
Winton Capital Management
United Kingdom
$6.91M +$656K +11,636 +11%
Bank of America
69
Bank of America
North Carolina
$6.72M +$723K +12,819 +12%
GC
70
Globeflex Capital
California
$6.2M +$5.06M +89,765 +507%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$6.04M
MC
72
Menta Capital
California
$5.92M +$1.77M +31,411 +44%
CA
73
Commerzbank Aktiengesellschaft
Germany
$5.84M +$5.71M +101,273 New
RFC
74
Russell Frank Company
Washington
$5.68M -$459K -8,139 -8%
Two Sigma Investments
75
Two Sigma Investments
New York
$5.43M +$3.65M +64,683 +219%

AFG Hedge Fund Activity: Q1 2014 in Review

262 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2014, worth a combined $3.16B — down 1.8% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new AFG positions and 16 closed out — a net gain of 21 holders — while 87 added to existing stakes and 98 trimmed.

The largest buyer was AJO LP, adding an estimated $38.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $52.7M.

  • 262 institutional investors held American Financial Group (AFG) as of Q1 2014, up from 242 in Q4 2013.
  • Funds reported $3.16B of American Financial Group stock for Q1 2014, down 1.8% quarter-over-quarter.
  • 37 funds opened new American Financial Group positions in Q1 2014 and 16 closed out, a net change of +21 holders.
  • The largest American Financial Group buyer in Q1 2014 was AJO LP, an estimated $38.4M added.
  • The largest American Financial Group seller in Q1 2014 was Schroder Investment Management Group, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2014.