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American Financial Group

242 hedge funds and large institutions have $3.22B invested in American Financial Group in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

6% more capital invested

Capital invested by funds: $3.03B → $3.22B (+$195M)

2% more funds holding

Funds holding: 238242 (+4)

0.47% less ownership

Funds ownership: 63.04%62.57% (-0.47%)

11% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 94

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $254K

Holders
242
Holders Change
+4
Holders Change %
+1.68%
% of All Funds
7.02%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
27
Increased
84
Reduced
94
Closed
23
Calls
Puts
$254K
Net Calls
-$254K
Net Calls Change
-$432K
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
201
C.M. Bidwell & Associates
Hawaii
$252K +$245K +4,370 New
HNB
202
Huntington National Bank
Ohio
$206K -$728 -13 -0.4%
PAM
203
Panagora Asset Management
Massachusetts
$202K -$92.5K -1,650 -32%
Creative Planning
204
Creative Planning
Kansas
$165K
IRS
205
Invictus RG (Singapore)
Singapore
$163K +$68.8K +1,228 +77%
Fuller & Thaler Asset Management
206
Fuller & Thaler Asset Management
California
$162K
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$153K -$369K -6,579 -71%
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$150K -$1.51M -27,003 -91%
AAM
209
Advisors Asset Management
Colorado
$124K -$5.6K -100 -4%
PL
210
Parkwood LLC
Ohio
$106K +$103K +1,830 New
Canada Pension Plan Investment Board
211
Canada Pension Plan Investment Board
Ontario, Canada
$104K +$44.8K +800 +80%
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$102K
Envestnet Asset Management
213
Envestnet Asset Management
Illinois
$90K +$1.4K +25 +2%
BC
214
Bartlett & Co
Ohio
$85K -$2.02K -36 -2%
TWM
215
Torch Wealth Management
Ohio
$69K +$67.2K +1,200 New
ClearBridge Investments
216
ClearBridge Investments
New York
$61K
HRIA
217
Haberer Registered Investment Advisor
Ohio
$58K
FHA
218
First Horizon Advisors
Tennessee
$41K
NES
219
New England Securities
New York
$40K +$37.3K +666 +2,467%
IMS
220
Index Management Solutions
Pennsylvania
$38K +$6.16K +110 +20%
TRCT
221
Tower Research Capital (TRC)
New York
$35K -$90.4K -1,613 -73%
M&T Bank
222
M&T Bank
New York
$35K
DADC
223
D.A. Davidson & Co
Montana
$34K +$11.5K +206 +49%
SNT
224
Security National Trust
West Virginia
$32K
PTC
225
Private Trust Company
Ohio
$29K

AFG Hedge Fund Activity: Q4 2013 in Review

242 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q4 2013, worth a combined $3.22B — up 6.4% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new AFG positions and 23 closed out — a net gain of 4 holders — while 84 added to existing stakes and 94 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.3M. The largest seller was BlackRock Advisors, cutting an estimated $40.2M.

  • 242 institutional investors held American Financial Group (AFG) as of Q4 2013, up from 238 in Q3 2013.
  • Funds reported $3.22B of American Financial Group stock for Q4 2013, up 6.4% quarter-over-quarter.
  • 27 funds opened new American Financial Group positions in Q4 2013 and 23 closed out, a net change of +4 holders.
  • The largest American Financial Group buyer in Q4 2013 was AllianceBernstein, an estimated $30.3M added.
  • The largest American Financial Group seller in Q4 2013 was BlackRock Advisors, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2013.