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American Financial Group

284 hedge funds and large institutions have $3.37B invested in American Financial Group in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 95 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.06M

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

12% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 95

1% more funds holding

Funds holding: 281284 (+3)

1% more capital invested

Capital invested by funds: $3.32B → $3.37B (+$41.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.52% less ownership

Funds ownership: 59.54%59.02% (-0.52%)

Holders
284
Holders Change
+3
Holders Change %
+1.07%
% of All Funds
7.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
29
Increased
106
Reduced
95
Closed
23
Calls
$3.78M
Puts
$1.06M
Net Calls
+$2.72M
Net Calls Change
+$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$291M +$10.4M +160,579 +4%
LSV Asset Management
2
LSV Asset Management
Illinois
$217M -$6.32M -97,889 -3%
AFGI4KRSP
3
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$205M -$6.6M -102,322 -3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$177M -$8.88M -137,697 -5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$153M +$1.14M +17,629 +0.8%
BFA
6
BlackRock Fund Advisors
California
$147M +$4.17M +64,563 +3%
BIT
7
BlackRock Institutional Trust
California
$135M -$16.8M -259,722 -11%
State Street
8
State Street
Massachusetts
$134M -$8.94M -138,539 -6%
Allianz Asset Management
9
Allianz Asset Management
Germany
$101M -$2.53M -39,157 -2%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$100M -$5.45M -84,457 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$75.1M +$2.35M +36,369 +3%
Ninety One (UK)
12
Ninety One (UK)
United Kingdom
$73.3M -$1.07M -16,609 -1%
Prudential Financial
13
Prudential Financial
New Jersey
$73.3M +$13.4M +206,930 +23%
Victory Capital Management
14
Victory Capital Management
Texas
$66.1M +$3.46M +53,647 +6%
AQR Capital Management
15
AQR Capital Management
Connecticut
$60.6M +$4.02M +62,342 +7%
JIR
16
James Investment Research
Ohio
$46.9M -$3.82M -59,252 -8%
Northern Trust
17
Northern Trust
Illinois
$44.7M +$802K +12,430 +2%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$44.7M -$1.68M -26,080 -4%
CIM
19
Calvert Investment Management
Maryland
$44.5M +$27.7M +428,677 +168%
TCIM
20
TIAA CREF Investment Management
New York
$41.5M -$7.05M -109,289 -15%
Invesco
21
Invesco
Georgia
$40.7M -$9.32M -144,436 -19%
ICM
22
IronBridge Capital Management
Illinois
$35.1M -$1.02M -15,850 -3%
Norges Bank
23
Norges Bank
Norway
$32.8M +$1.99M +30,783 +7%
Citadel Advisors
24
Citadel Advisors
Florida
$32.5M -$6.84M -105,975 -17%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$30.5M +$51.2K +793 +0.2%

AFG Hedge Fund Activity: Q2 2015 in Review

284 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2015, worth a combined $3.37B — up 1.3% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new AFG positions and 23 closed out — a net gain of 6 holders — while 106 added to existing stakes and 95 trimmed.

The largest buyer was Calvert Investment Management, adding an estimated $27.7M. The largest seller was Guggenheim Capital, cutting an estimated $43M.

  • 284 institutional investors held American Financial Group (AFG) as of Q2 2015, up from 281 in Q1 2015.
  • Funds reported $3.37B of American Financial Group stock for Q2 2015, up 1.3% quarter-over-quarter.
  • 29 funds opened new American Financial Group positions in Q2 2015 and 23 closed out, a net change of +6 holders.
  • The largest American Financial Group buyer in Q2 2015 was Calvert Investment Management, an estimated $27.7M added.
  • The largest American Financial Group seller in Q2 2015 was Guggenheim Capital, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2015.