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American Financial Group

400 hedge funds and large institutions have $6.95B invested in American Financial Group in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 170 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 31

14% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $14.6M

3% more funds holding

Funds holding: 388400 (+12)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less capital invested

Capital invested by funds: $7B → $6.95B (-$53.4M)

1.12% less ownership

Funds ownership: 66.69%65.57% (-1.1%)

42% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 170

Holders
400
Holders Change
+12
Holders Change %
+3.09%
% of All Funds
7%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
46
Increased
99
Reduced
170
Closed
31
Calls
$16.6M
Puts
$14.6M
Net Calls
+$1.98M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$900M -$26.3M -201,530 -3%
BlackRock
2
BlackRock
New York
$776M -$36.7M -280,941 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$667M -$25.6M -196,236 -4%
Victory Capital Management
4
Victory Capital Management
Texas
$448M -$29M -221,943 -6%
State Street
5
State Street
Massachusetts
$362M +$231K +1,770 +0.1%
AFGI4KRSP
6
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$334M -$4.23M -32,406 -1%
LSV Asset Management
7
LSV Asset Management
Illinois
$308M -$40M -306,492 -11%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$211M +$81.9M +626,806 +60%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$178M +$4.19M +32,097 +2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$128M -$7.27M -55,642 -5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$120M -$7.76M -59,433 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$112M -$1.77M -13,521 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$112M -$1.67M -12,816 -1%
Northern Trust
14
Northern Trust
Illinois
$96.8M +$6.31M +48,297 +7%
Goldman Sachs
15
Goldman Sachs
New York
$80.8M -$39.9M -305,328 -32%
Norges Bank
16
Norges Bank
Norway
$80.3M -$485K -3,712 -0.6%
FWIA
17
Fort Washington Investment Advisors
Ohio
$77.7M +$15.9M +121,881 +25%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$76.2M -$20.3M -155,227 -20%
ABI
19
Abrams Bison Investments
Maryland
$72.4M +$75.1M +575,345 New
JFL
20
Jarislowsky, Fraser Ltd
Quebec, Canada
$68.3M -$7.26M -55,624 -9%
Millennium Management
21
Millennium Management
New York
$65.2M -$15.2M -116,764 -18%
Invesco
22
Invesco
Georgia
$54.1M +$19.4M +148,589 +53%
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$53.3M -$9.14M -69,991 -14%
Charles Schwab
24
Charles Schwab
California
$44.7M -$3.59M -27,460 -7%
W
25
Wealthquest
Ohio
$43.2M

AFG Hedge Fund Activity: Q3 2021 in Review

400 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2021, worth a combined $6.95B — down 0.76% from $7B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AFG positions and 31 closed out — a net gain of 15 holders — while 99 added to existing stakes and 170 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $81.9M. The largest seller was LSV Asset Management, cutting an estimated $40M.

  • 400 institutional investors held American Financial Group (AFG) as of Q3 2021, up from 388 in Q2 2021.
  • Funds reported $6.95B of American Financial Group stock for Q3 2021, down 0.76% quarter-over-quarter.
  • 46 funds opened new American Financial Group positions in Q3 2021 and 31 closed out, a net change of +15 holders.
  • The largest American Financial Group buyer in Q3 2021 was Lord, Abbett & Co, an estimated $81.9M added.
  • The largest American Financial Group seller in Q3 2021 was LSV Asset Management, an estimated $40M sold.

Based on aggregated 13F filings for Q3 2021.