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American Financial Group

393 hedge funds and large institutions have $6.08B invested in American Financial Group in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 147 increasing their positions, 150 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $6.21M | Put options by funds: $2.56M

0.77% less ownership

Funds ownership: 64.77%64% (-0.77%)

2% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 150

6% less funds holding

Funds holding: 419393 (-26)

7% less capital invested

Capital invested by funds: $6.51B → $6.08B (-$433M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

40% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 57

Holders
393
Holders Change
-26
Holders Change %
-6.21%
% of All Funds
6.24%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
34
Increased
147
Reduced
150
Closed
57
Calls
$6.21M
Puts
$2.56M
Net Calls
+$3.65M
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$926M +$9.38M +81,293 +1%
BlackRock
2
BlackRock
New York
$899M -$57.2M -495,873 -6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$526M +$75.5M +654,442 +16%
Victory Capital Management
4
Victory Capital Management
Texas
$407M -$942K -8,163 -0.2%
AFGI4KRSP
5
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$317M +$549K +4,756 +0.2%
State Street
6
State Street
Massachusetts
$285M -$25M -216,236 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$161M +$445K +3,856 +0.3%
LSV Asset Management
8
LSV Asset Management
Illinois
$141M -$15M -130,113 -9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$125M -$2.84M -24,636 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$93.6M +$6.5M +56,267 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$91M -$4.68M -40,530 -5%
Norges Bank
12
Norges Bank
Norway
$89.4M +$1.42M +12,297 +2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$80.3M -$3.76M -32,585 -4%
Morgan Stanley
14
Morgan Stanley
New York
$76.7M +$1.39M +11,999 +2%
Northern Trust
15
Northern Trust
Illinois
$71M +$2.84M +24,630 +4%
Goldman Sachs
16
Goldman Sachs
New York
$70.3M +$1.36M +11,803 +2%
FWIA
17
Fort Washington Investment Advisors
Ohio
$67.5M
JIC
18
Johnson Investment Counsel
Ohio
$58.4M -$1.58M -13,649 -3%
JFL
19
Jarislowsky, Fraser Ltd
Quebec, Canada
$57.9M +$12.8M +111,080 +27%
Invesco
20
Invesco
Georgia
$53.5M -$15.7M -136,408 -22%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$49.7M +$21.1M +182,378 +70%
Charles Schwab
22
Charles Schwab
California
$47.9M -$778K -6,738 -2%
BTW
23
Boston Trust Walden
Massachusetts
$44.5M +$15.7M +135,767 +52%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$42.2M +$4.74M +41,091 +12%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$39.4M -$2.85M -24,728 -7%

AFG Hedge Fund Activity: Q3 2023 in Review

393 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q3 2023, worth a combined $6.08B — down 6.6% from $6.51B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of AFG and 34 opened new positions — a net loss of 23 holders — while 150 trimmed existing stakes and 147 added.

The largest buyer was Fidelity Investments, adding an estimated $75.5M. The largest seller was BlackRock, cutting an estimated $57.2M.

  • 393 institutional investors held American Financial Group (AFG) as of Q3 2023, down from 419 in Q2 2023.
  • Funds reported $6.08B of American Financial Group stock for Q3 2023, down 6.6% quarter-over-quarter.
  • 34 funds opened new American Financial Group positions in Q3 2023 and 57 closed out, a net change of -23 holders.
  • The largest American Financial Group buyer in Q3 2023 was Fidelity Investments, an estimated $75.5M added.
  • The largest American Financial Group seller in Q3 2023 was BlackRock, an estimated $57.2M sold.

Based on aggregated 13F filings for Q3 2023.