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American Financial Group

388 hedge funds and large institutions have $7B invested in American Financial Group in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 125 increasing their positions, 143 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $12.8M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

11% more capital invested

Capital invested by funds: $6.33B → $7B (+$667M)

2% more ownership

Funds ownership: 64.69%66.69% (+2%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% more funds holding

Funds holding: 388388 (0)

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 143

Holders
388
Holders Change
Holders Change %
0%
% of All Funds
6.75%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
49
Increased
125
Reduced
143
Closed
48
Calls
$30.9M
Puts
$12.8M
Net Calls
+$18.1M
Net Calls Change
+$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M -$35.8M -286,272 -4%
BlackRock
2
BlackRock
New York
$805M -$19.1M -152,692 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$685M +$23.6M +188,734 +4%
Victory Capital Management
4
Victory Capital Management
Texas
$471M -$26.7M -214,030 -5%
State Street
5
State Street
Massachusetts
$347M +$11.4M +91,290 +3%
LSV Asset Management
6
LSV Asset Management
Illinois
$344M -$21.5M -171,901 -6%
AFGI4KRSP
7
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$335M +$14M +111,999 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$172M +$2.25M +17,993 +1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$134M +$81.3M +650,192 +154%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$131M +$131M +1,050,468 New
AllianceBernstein
11
AllianceBernstein
Tennessee
$126M -$10.3M -82,117 -7%
Goldman Sachs
12
Goldman Sachs
New York
$118M -$11.2M -89,484 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$113M -$7.56M -60,474 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$112M +$1.01M +8,070 +0.9%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$94.9M +$6.59M +52,756 +7%
Northern Trust
16
Northern Trust
Illinois
$90M +$2.04M +16,341 +2%
Norges Bank
17
Norges Bank
Norway
$80.1M -$10.4M -83,036 -11%
Millennium Management
18
Millennium Management
New York
$79.2M +$60.4M +483,584 +319%
JFL
19
Jarislowsky, Fraser Ltd
Quebec, Canada
$74.6M -$682K -5,458 -0.9%
FWIA
20
Fort Washington Investment Advisors
Ohio
$61.9M
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$61.6M -$11.6M -93,066 -16%
Charles Schwab
22
Charles Schwab
California
$47.7M +$285K +2,282 +0.6%
W
23
Wealthquest
Ohio
$42.8M
PPA
24
Parametric Portfolio Associates
Washington
$40M +$3.09M +24,724 +8%
Legal & General Group
25
Legal & General Group
United Kingdom
$40M +$4.18M +33,448 +12%

AFG Hedge Fund Activity: Q2 2021 in Review

388 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q2 2021, worth a combined $7B — up 11% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new AFG positions and 48 closed out — a net gain of 1 holder — while 125 added to existing stakes and 143 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $131M. The largest seller was Vanguard Group, cutting an estimated $35.8M.

  • 388 institutional investors held American Financial Group (AFG) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $7B of American Financial Group stock for Q2 2021, up 11% quarter-over-quarter.
  • 49 funds opened new American Financial Group positions in Q2 2021 and 48 closed out, a net change of +1 holder.
  • The largest American Financial Group buyer in Q2 2021 was Lord, Abbett & Co, an estimated $131M added.
  • The largest American Financial Group seller in Q2 2021 was Vanguard Group, an estimated $35.8M sold.

Based on aggregated 13F filings for Q2 2021.