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American Financial Group

361 hedge funds and large institutions have $5.55B invested in American Financial Group in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 136 increasing their positions, 109 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $1.26M

115% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 33

25% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 109

11% more funds holding

Funds holding: 326361 (+35)

6% more capital invested

Capital invested by funds: $5.21B → $5.55B (+$339M)

0.96% more ownership

Funds ownership: 62.79%63.74% (+0.96%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
361
Holders Change
+35
Holders Change %
+10.74%
% of All Funds
9%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
71
Increased
136
Reduced
109
Closed
33
Calls
$6.53M
Puts
$1.26M
Net Calls
+$5.26M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$666M +$17.9M +182,739 +3%
BlackRock
2
BlackRock
New York
$645M +$56.1M +572,969 +10%
AFGI4KRSP
3
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$286M -$1.43M -14,558 -0.5%
State Street
4
State Street
Massachusetts
$262M +$48.1M +490,781 +23%
LSV Asset Management
5
LSV Asset Management
Illinois
$255M -$8.4M -85,800 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$212M +$3.7M +37,752 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$179M -$23.9M -243,830 -12%
Invesco
8
Invesco
Georgia
$130M -$1.75M -17,837 -1%
AQR Capital Management
9
AQR Capital Management
Connecticut
$127M -$5.77M -58,967 -4%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$115M -$776K -7,929 -0.7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$114M +$3.14M +32,100 +3%
EVM
12
Eaton Vance Management
Massachusetts
$112M -$28.3M -288,923 -20%
AllianceBernstein
13
AllianceBernstein
Tennessee
$107M -$4.23M -43,204 -4%
Allianz Asset Management
14
Allianz Asset Management
Germany
$101M +$5.54M +56,608 +6%
Prudential Financial
15
Prudential Financial
New Jersey
$94.5M +$15.8M +161,661 +20%
Norges Bank
16
Norges Bank
Norway
$92.7M +$11.7M +119,803 +15%
Goldman Sachs
17
Goldman Sachs
New York
$90.8M +$23.2M +237,195 +35%
DZ Bank
18
DZ Bank
Germany
$87.4M -$53.1K -542 -0.1%
Northern Trust
19
Northern Trust
Illinois
$72M +$7.74M +79,058 +12%
Principal Financial Group
20
Principal Financial Group
Iowa
$61.6M +$4.43M +45,232 +8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$58.5M +$2.05M +20,958 +4%
Bank of America
22
Bank of America
North Carolina
$57.3M +$5.63M +57,530 +11%
JP Morgan Chase
23
JP Morgan Chase
New York
$42.8M +$4.75M +48,498 +13%
JIR
24
James Investment Research
Ohio
$42.6M +$1.29M +13,225 +3%
Charles Schwab
25
Charles Schwab
California
$34.5M -$16.7M -170,384 -33%

AFG Hedge Fund Activity: Q2 2017 in Review

361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2017, worth a combined $5.55B — up 6.5% from $5.21B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new AFG positions and 33 closed out — a net gain of 38 holders — while 136 added to existing stakes and 109 trimmed.

The largest buyer was BlackRock, adding an estimated $56.1M. The largest seller was Fidelity Investments, cutting an estimated $72.9M.

  • 361 institutional investors held American Financial Group (AFG) as of Q2 2017, up from 326 in Q1 2017.
  • Funds reported $5.55B of American Financial Group stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 71 funds opened new American Financial Group positions in Q2 2017 and 33 closed out, a net change of +38 holders.
  • The largest American Financial Group buyer in Q2 2017 was BlackRock, an estimated $56.1M added.
  • The largest American Financial Group seller in Q2 2017 was Fidelity Investments, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2017.