American Financial Group
412 hedge funds and large institutions have $6.49B invested in American Financial Group in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 143 reducing their positions, and 40 closing their positions.
148% more call options, than puts
Call options by funds: $7.66M | Put options by funds: $3.09M
63% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 40
7% more capital invested
Capital invested by funds: $6.08B → $6.49B (+$411M)
5% more funds holding
Funds holding: 393 → 412 (+19)
1.14% more ownership
Funds ownership: 64% → 65.13% (+1.1%)
3% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 143
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$85.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$25.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$21.6M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$93.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$42.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$29.3M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$28M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$17.9M |
AFG Hedge Fund Activity: Q4 2023 in Review
412 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q4 2023, worth a combined $6.49B — up 6.8% from $6.08B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new AFG positions and 40 closed out — a net gain of 25 holders — while 147 added to existing stakes and 143 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $85.7M. The largest seller was Wellington Management Group, cutting an estimated $93.7M.
- 412 institutional investors held American Financial Group (AFG) as of Q4 2023, up from 393 in Q3 2023.
- Funds reported $6.49B of American Financial Group stock for Q4 2023, up 6.8% quarter-over-quarter.
- 65 funds opened new American Financial Group positions in Q4 2023 and 40 closed out, a net change of +25 holders.
- The largest American Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $85.7M added.
- The largest American Financial Group seller in Q4 2023 was Wellington Management Group, an estimated $93.7M sold.
Based on aggregated 13F filings for Q4 2023.