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American Financial Group

362 hedge funds and large institutions have $5.69B invested in American Financial Group in 2017 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 149 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $5.44M

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

3% more capital invested

Capital invested by funds: $5.55B → $5.69B (+$143M)

0% more funds holding

Funds holding: 361362 (+1)

1.22% less ownership

Funds ownership: 63.74%62.52% (-1.2%)

28% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 149

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
362
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
9.03%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
43
Increased
107
Reduced
149
Closed
38
Calls
$6.61M
Puts
$5.44M
Net Calls
+$1.17M
Net Calls Change
-$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$690M -$3.42M -33,661 -0.5%
BlackRock
2
BlackRock
New York
$659M -$11.6M -113,775 -2%
AFGI4KRSP
3
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$293M -$5.38M -52,876 -2%
State Street
4
State Street
Massachusetts
$289M +$15.8M +155,073 +6%
LSV Asset Management
5
LSV Asset Management
Illinois
$208M -$56.1M -551,732 -22%
Victory Capital Management
6
Victory Capital Management
Texas
$193M -$27.1M -266,868 -12%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$182M -$4.47M -43,950 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$139M +$6.23M +61,253 +5%
Invesco
9
Invesco
Georgia
$135M -$742K -7,294 -0.6%
Ninety One (UK)
10
Ninety One (UK)
United Kingdom
$121M +$1.86M +18,292 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$115M -$3.51M -34,573 -3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$111M +$185K +1,816 +0.2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$107M +$2.02M +19,832 +2%
EVM
14
Eaton Vance Management
Massachusetts
$100M -$16M -157,145 -14%
DZ Bank
15
DZ Bank
Germany
$93.6M +$2.57M +25,244 +3%
Norges Bank
16
Norges Bank
Norway
$92.5M -$3.91M -38,493 -4%
Prudential Financial
17
Prudential Financial
New Jersey
$90.2M -$8.03M -78,970 -8%
Goldman Sachs
18
Goldman Sachs
New York
$75M -$19.2M -189,277 -21%
Northern Trust
19
Northern Trust
Illinois
$71.4M -$3.49M -34,374 -5%
Principal Financial Group
20
Principal Financial Group
Iowa
$68.8M +$4.57M +44,918 +7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$63.8M +$2.81M +27,611 +5%
Bank of America
22
Bank of America
North Carolina
$56.5M -$3.06M -30,059 -5%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$49.9M +$30.6M +301,200 +166%
JP Morgan Chase
24
JP Morgan Chase
New York
$48.6M +$3.72M +36,551 +8%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$41.4M +$9.54M +93,879 +31%

AFG Hedge Fund Activity: Q3 2017 in Review

362 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2017, worth a combined $5.69B — up 2.6% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new AFG positions and 38 closed out — a net gain of 5 holders — while 107 added to existing stakes and 149 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $30.6M. The largest seller was LSV Asset Management, cutting an estimated $56.1M.

  • 362 institutional investors held American Financial Group (AFG) as of Q3 2017, up from 361 in Q2 2017.
  • Funds reported $5.69B of American Financial Group stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 43 funds opened new American Financial Group positions in Q3 2017 and 38 closed out, a net change of +5 holders.
  • The largest American Financial Group buyer in Q3 2017 was Janus Henderson Group, an estimated $30.6M added.
  • The largest American Financial Group seller in Q3 2017 was LSV Asset Management, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2017.