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American Financial Group

326 hedge funds and large institutions have $5.21B invested in American Financial Group in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 117 increasing their positions, 110 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $5.24M | Put options by funds: $2.69M

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

9% more capital invested

Capital invested by funds: $4.77B → $5.21B (+$447M)

4% more funds holding

Funds holding: 312326 (+14)

6% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 110

0.51% more ownership

Funds ownership: 62.28%62.79% (+0.51%)

Holders
326
Holders Change
+14
Holders Change %
+4.49%
% of All Funds
8.12%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
48
Increased
117
Reduced
110
Closed
26
Calls
$5.24M
Puts
$2.69M
Net Calls
+$2.55M
Net Calls Change
+$413K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$622M +$39.5M +431,262 +7%
BlackRock
2
BlackRock
New York
$564M +$537M +5,858,989 +10,325%
AFGI4KRSP
3
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$276M -$7.83M -85,427 -3%
LSV Asset Management
4
LSV Asset Management
Illinois
$253M -$25.7M -280,650 -10%
State Street
5
State Street
Massachusetts
$205M -$5.05M -55,083 -2%
Victory Capital Management
6
Victory Capital Management
Texas
$200M +$10.5M +114,826 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$195M -$7.15M -77,952 -4%
EVM
8
Eaton Vance Management
Massachusetts
$135M +$88.7K +968 +0.1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$127M +$733K +7,997 +0.6%
Invesco
10
Invesco
Georgia
$127M +$986K +10,752 +0.8%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$111M +$6.47M +70,548 +6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$106M +$1.92M +20,921 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$106M +$1.82M +19,905 +2%
Allianz Asset Management
14
Allianz Asset Management
Germany
$91.7M -$6.65M -72,495 -7%
DZ Bank
15
DZ Bank
Germany
$83.9M +$122K +1,332 +0.2%
Norges Bank
16
Norges Bank
Norway
$77.6M +$9.72M +106,065 +15%
Prudential Financial
17
Prudential Financial
New Jersey
$75.3M +$8.23M +89,730 +13%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$73.5M -$2.67M -29,163 -4%
Goldman Sachs
19
Goldman Sachs
New York
$64.6M -$2.37M -25,834 -4%
Northern Trust
20
Northern Trust
Illinois
$61.6M +$2.57M +28,057 +5%
Principal Financial Group
21
Principal Financial Group
Iowa
$54.9M -$6.3M -68,758 -11%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$54.2M +$3.01M +32,835 +6%
Bank of America
23
Bank of America
North Carolina
$49.5M -$2.93M -31,996 -6%
Charles Schwab
24
Charles Schwab
California
$49.4M +$3.34M +36,466 +8%
AL
25
AJO LP
Pennsylvania
$45.8M -$45.1K -492 -0.1%

AFG Hedge Fund Activity: Q1 2017 in Review

326 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2017, worth a combined $5.21B — up 9.4% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AFG positions and 26 closed out — a net gain of 22 holders — while 117 added to existing stakes and 110 trimmed.

The largest buyer was BlackRock, adding an estimated $537M. The largest seller was Schroder Investment Management Group, cutting an estimated $45.5M.

  • 326 institutional investors held American Financial Group (AFG) as of Q1 2017, up from 312 in Q4 2016.
  • Funds reported $5.21B of American Financial Group stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 48 funds opened new American Financial Group positions in Q1 2017 and 26 closed out, a net change of +22 holders.
  • The largest American Financial Group buyer in Q1 2017 was BlackRock, an estimated $537M added.
  • The largest American Financial Group seller in Q1 2017 was Schroder Investment Management Group, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2017.