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American Financial Group

301 hedge funds and large institutions have $3.82B invested in American Financial Group in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 105 increasing their positions, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $508K

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more capital invested

Capital invested by funds: $3.63B → $3.82B (+$190M)

2% more funds holding

Funds holding: 294301 (+7)

0.53% more ownership

Funds ownership: 60.28%60.81% (+0.53%)

4% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 109

Holders
301
Holders Change
+7
Holders Change %
+2.38%
% of All Funds
7.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
38
Increased
105
Reduced
109
Closed
29
Calls
$2.1M
Puts
$508K
Net Calls
+$1.59M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$338M +$12.5M +173,002 +4%
LSV Asset Management
2
LSV Asset Management
Illinois
$232M +$1.74M +24,172 +0.8%
AFGI4KRSP
3
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$225M +$2.07M +28,716 +0.9%
BFA
4
BlackRock Fund Advisors
California
$173M +$12.6M +174,513 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$173M +$4.39M +61,011 +3%
State Street
6
State Street
Massachusetts
$156M +$644K +8,938 +0.4%
BIT
7
BlackRock Institutional Trust
California
$147M +$776K +10,767 +0.5%
AllianceBernstein
8
AllianceBernstein
Tennessee
$116M -$57.2M -793,889 -33%
Victory Capital Management
9
Victory Capital Management
Texas
$113M -$6.39M -88,676 -5%
Allianz Asset Management
10
Allianz Asset Management
Germany
$83M -$10.5M -145,526 -11%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$79M -$1.23M -17,083 -2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$78.1M +$6.82M +94,705 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$77.1M -$4.04M -56,031 -5%
EVM
14
Eaton Vance Management
Massachusetts
$72.9M +$24.2M +336,292 +50%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$66.9M -$2.7M -37,488 -4%
Prudential Financial
16
Prudential Financial
New Jersey
$66M -$259K -3,590 -0.4%
JIR
17
James Investment Research
Ohio
$57.3M +$3.56M +49,354 +7%
Northern Trust
18
Northern Trust
Illinois
$46.8M -$1.91M -26,519 -4%
Norges Bank
19
Norges Bank
Norway
$45.4M +$9.04M +125,461 +25%
Invesco
20
Invesco
Georgia
$44.3M +$1.66M +23,020 +4%
CS
21
Credit Suisse
Switzerland
$43.3M -$7.6M -105,469 -15%
Bank of America
22
Bank of America
North Carolina
$42.6M +$3.29M +45,742 +8%
Principal Financial Group
23
Principal Financial Group
Iowa
$41.6M +$9.97M +138,454 +32%
TCIM
24
TIAA CREF Investment Management
New York
$40.8M -$4.63M -64,232 -10%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$37.1M -$19.6M -272,237 -35%

AFG Hedge Fund Activity: Q4 2015 in Review

301 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q4 2015, worth a combined $3.82B — up 5.2% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new AFG positions and 29 closed out — a net gain of 9 holders — while 105 added to existing stakes and 109 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $24.2M. The largest seller was AllianceBernstein, cutting an estimated $57.2M.

  • 301 institutional investors held American Financial Group (AFG) as of Q4 2015, up from 294 in Q3 2015.
  • Funds reported $3.82B of American Financial Group stock for Q4 2015, up 5.2% quarter-over-quarter.
  • 38 funds opened new American Financial Group positions in Q4 2015 and 29 closed out, a net change of +9 holders.
  • The largest American Financial Group buyer in Q4 2015 was Eaton Vance Management, an estimated $24.2M added.
  • The largest American Financial Group seller in Q4 2015 was AllianceBernstein, an estimated $57.2M sold.

Based on aggregated 13F filings for Q4 2015.