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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$3.87M -$147K -1,246 -4%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$3.71M +$3.68M +31,255 New
Nomura Asset Management
128
Nomura Asset Management
Japan
$3.68M +$1.57M +13,300 +75%
ZIM
129
Zacks Investment Management
Illinois
$3.61M -$85.3K -724 -2%
Creative Planning
130
Creative Planning
Kansas
$3.42M +$292K +2,479 +9%
GC
131
Guggenheim Capital
Illinois
$3.35M +$8.49K +72 +0.3%
SEI Investments
132
SEI Investments
Pennsylvania
$3.34M -$57.6K -489 -2%
RJA
133
Raymond James & Associates
Florida
$3.3M -$25.6K -217 -0.8%
CSS
134
Cubist Systematic Strategies
Connecticut
$3.26M -$168K -1,425 -5%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$3.25M -$849K -7,205 -21%
NVIM
136
New Vernon Investment Management
Illinois
$3.14M
Franklin Resources
137
Franklin Resources
California
$3.13M -$978K -8,295 -24%
Corient Private Wealth
138
Corient Private Wealth
Florida
$3.05M -$22.7K -193 -0.7%
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.04M +$644K +5,464 +27%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$3.04M -$35.5M -301,331 -92%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$3.03M -$982K -8,333 -25%
PI
142
Putnam Investments
Massachusetts
$2.94M +$369K +3,132 +15%
GAM
143
Gotham Asset Management
New York
$2.77M -$167K -1,416 -6%
HighTower Advisors
144
HighTower Advisors
Illinois
$2.75M +$33.2K +282 +1%
Korea Investment Corp
145
Korea Investment Corp
South Korea
$2.65M -$471K -3,994 -15%
CG
146
Colony Group
Massachusetts
$2.61M -$3.06K -26 -0.1%
BC
147
Burney Company
Virginia
$2.58M +$66.5K +564 +3%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$2.56M -$544K -4,612 -18%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$2.42M +$224K +1,900 +10%
Allianz Asset Management
150
Allianz Asset Management
Germany
$2.38M -$973K -8,256 -29%

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.