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American Financial Group

466 hedge funds and large institutions have $7.45B invested in American Financial Group in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 167 increasing their positions, 155 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

630% more call options, than puts

Call options by funds: $7.81M | Put options by funds: $1.07M

142% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $6.82B → $7.45B (+$638M)

9% more funds holding

Funds holding: 427466 (+39)

8% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 155

0.17% less ownership

Funds ownership: 65.27%65.11% (-0.17%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
466
Holders Change
+39
Holders Change %
+9.13%
% of All Funds
7.49%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
75
Increased
167
Reduced
155
Closed
31
Calls
$7.81M
Puts
$1.07M
Net Calls
+$6.74M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.18B +$259M +1,891,806 +28%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B +$24.5M +178,615 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$559M -$39.8M -290,675 -7%
State Street
4
State Street
Massachusetts
$396M +$5.77M +42,085 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$392M -$19M -138,565 -5%
AFGI4KRSP
6
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$384M -$3.83M -27,977 -1%
LSV Asset Management
7
LSV Asset Management
Illinois
$203M -$25.2M -183,643 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$150M +$919K +6,708 +0.6%
Goldman Sachs
9
Goldman Sachs
New York
$139M +$13.2M +96,446 +11%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$128M -$39.5M -288,481 -24%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$120M -$10.2M -74,137 -8%
Point72 Asset Management
12
Point72 Asset Management
Connecticut
$107M +$20M +146,225 +23%
Morgan Stanley
13
Morgan Stanley
New York
$96.4M +$39.8M +290,140 +70%
Norges Bank
14
Norges Bank
Norway
$94.6M +$5.67M +41,388 +6%
Invesco
15
Invesco
Georgia
$93.4M +$8.68M +63,341 +10%
AllianceBernstein
16
AllianceBernstein
Tennessee
$91.7M -$16.5M -120,244 -15%
Northern Trust
17
Northern Trust
Illinois
$90.7M -$2.37M -17,261 -3%
FWIA
18
Fort Washington Investment Advisors
Ohio
$84M
Wellington Management Group
19
Wellington Management Group
Massachusetts
$69.9M -$7.66M -55,862 -10%
Millennium Management
20
Millennium Management
New York
$60.9M -$7.66M -55,873 -11%
Charles Schwab
21
Charles Schwab
California
$58.1M +$1.97M +14,378 +4%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$52.2M -$52.7M -384,276 -50%
W
23
Wealthquest
Ohio
$47.1M -$2.74K -20 -0%
JFL
24
Jarislowsky, Fraser Ltd
Quebec, Canada
$46.9M -$2.88M -21,011 -6%
Legal & General Group
25
Legal & General Group
United Kingdom
$45.2M -$1.54M -11,229 -3%

AFG Hedge Fund Activity: Q4 2022 in Review

466 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q4 2022, worth a combined $7.45B — up 9.4% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new AFG positions and 31 closed out — a net gain of 44 holders — while 167 added to existing stakes and 155 trimmed.

The largest buyer was BlackRock, adding an estimated $259M. The largest seller was Abrams Bison Investments, exiting entirely with an estimated $64.5M sold.

  • 466 institutional investors held American Financial Group (AFG) as of Q4 2022, up from 427 in Q3 2022.
  • Funds reported $7.45B of American Financial Group stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 75 funds opened new American Financial Group positions in Q4 2022 and 31 closed out, a net change of +44 holders.
  • The largest American Financial Group buyer in Q4 2022 was BlackRock, an estimated $259M added.
  • The largest American Financial Group seller in Q4 2022 was Abrams Bison Investments, an estimated $64.5M sold.

Based on aggregated 13F filings for Q4 2022.