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American Financial Group

376 hedge funds and large institutions have $4.4B invested in American Financial Group in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 124 increasing their positions, 138 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.63% more ownership

Funds ownership: 65.88%69.51% (+3.6%)

7% less funds holding

Funds holding: 404376 (-28)

10% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 138

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

32% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 69

32% less capital invested

Capital invested by funds: $6.51B → $4.4B (-$2.12B)

67% less call options, than puts

Call options by funds: $4.47M | Put options by funds: $13.5M

Holders
376
Holders Change
-28
Holders Change %
-6.93%
% of All Funds
8.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
47
Increased
124
Reduced
138
Closed
69
Calls
$4.47M
Puts
$13.5M
Net Calls
-$9M
Net Calls Change
-$8.87M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$616M -$25.9M -268,755 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$549M +$19.2M +198,586 +3%
Victory Capital Management
3
Victory Capital Management
Texas
$485M +$361M +3,737,796 +117%
State Street
4
State Street
Massachusetts
$217M +$14.9M +154,734 +5%
AFGI4KRSP
5
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$182M +$3.09M +32,034 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$154M +$34.1M +353,802 +19%
LSV Asset Management
7
LSV Asset Management
Illinois
$116M +$16.5M +171,145 +12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$97.5M +$92.2K +955 +0.1%
Goldman Sachs
9
Goldman Sachs
New York
$77.9M +$29.2M +302,170 +37%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$74.3M +$2.47M +25,633 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$67.7M +$930K +9,638 +1%
LCM
12
Lomas Capital Management
New York
$66.2M +$8.75M +90,659 +11%
AQR Capital Management
13
AQR Capital Management
Connecticut
$62.4M +$6.69M +69,355 +8%
Norges Bank
14
Norges Bank
Norway
$61.1M +$1.25M +12,999 +2%
First Trust Advisors
15
First Trust Advisors
Illinois
$53.6M +$66.4M +687,698 +890%
Northern Trust
16
Northern Trust
Illinois
$53.2M +$2.31M +23,887 +3%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$51.8M +$5.31M +54,980 +8%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$49.5M -$12.3M -127,525 -15%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$49.3M +$9.41M +97,548 +16%
Wells Fargo
20
Wells Fargo
California
$45.5M -$10.4M -108,200 -14%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$43.1M -$372K -3,851 -0.6%
Invesco
22
Invesco
Georgia
$43.1M -$6.93M -71,833 -10%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$38.7M -$486K -5,033 -0.9%
Swiss National Bank
24
Swiss National Bank
Switzerland
$27.8M +$6.6M +68,400 +21%
Legal & General Group
25
Legal & General Group
United Kingdom
$27.5M +$2.46M +25,440 +7%

AFG Hedge Fund Activity: Q1 2020 in Review

376 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2020, worth a combined $4.4B — down 32% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of AFG and 47 opened new positions — a net loss of 22 holders — while 138 trimmed existing stakes and 124 added.

The largest buyer was Victory Capital Management, adding an estimated $361M. The largest seller was Balyasny Asset Management, cutting an estimated $30.9M.

  • 376 institutional investors held American Financial Group (AFG) as of Q1 2020, down from 404 in Q4 2019.
  • Funds reported $4.4B of American Financial Group stock for Q1 2020, down 32% quarter-over-quarter.
  • 47 funds opened new American Financial Group positions in Q1 2020 and 69 closed out, a net change of -22 holders.
  • The largest American Financial Group buyer in Q1 2020 was Victory Capital Management, an estimated $361M added.
  • The largest American Financial Group seller in Q1 2020 was Balyasny Asset Management, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2020.