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American Financial Group
AFG

Overview Fund Activity

410 hedge funds and large institutions have $6.48B invested in American Financial Group in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+19
Holders Change %
+4.86%
% of All Funds
6.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
147
Reduced
141
Closed
40
Calls
$7.66M
Puts
$3.09M
Net Calls
+$4.57M
Net Calls Change
+$913K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$172M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$609M
3
Citadel Advisors
3
Citadel Advisors
Florida
$33.3M
4
Victory Capital Management
4
Victory Capital Management
Texas
$456M
5
BG
5
Bahl & Gaynor
Ohio
$50.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$875K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$21.9M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$0
5
LSV Asset Management
5
LSV Asset Management
Illinois
$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$973M -$12M -100,973 -1%
BlackRock
2
BlackRock
New York
$951M -$6.47M -54,434 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$609M +$48.9M +411,223 +9%
Victory Capital Management
4
Victory Capital Management
Texas
$456M +$22.7M +191,269 +5%
AFGI4KRSP
5
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$335M -$3.11M -26,163 -0.9%
State Street
6
State Street
Massachusetts
$311M +$7.26M +61,049 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$179M +$7.75M +65,030 +5%
Morgan Stanley
8
Morgan Stanley
New York
$172M +$90.4M +760,610 +111%
LSV Asset Management
9
LSV Asset Management
Illinois
$131M -$18.9M -158,704 -13%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$129M -$3.93M -33,097 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$102M +$5.39M +45,309 +6%
Norges Bank
12
Norges Bank
Norway
$97.3M +$2.17M +18,243 +2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$83.8M -$1.65M -13,891 -2%
Northern Trust
14
Northern Trust
Illinois
$82M +$6.41M +53,947 +8%
Goldman Sachs
15
Goldman Sachs
New York
$77.1M +$2.25M +18,945 +3%
Invesco
16
Invesco
Georgia
$71.9M +$14.9M +125,690 +26%
FWIA
17
Fort Washington Investment Advisors
Ohio
$71.8M – – –
JIC
18
Johnson Investment Counsel
Ohio
$69.7M +$7.51M +63,181 +12%
JFL
19
Jarislowsky, Fraser Ltd
Quebec, Canada
$60M -$1.59M -13,391 -3%
Charles Schwab
20
Charles Schwab
California
$52.9M +$1.82M +15,339 +4%
BG
21
Bahl & Gaynor
Ohio
$50.3M +$19.5M +163,671 +63%
BTW
22
Boston Trust Walden
Massachusetts
$49.7M +$2.36M +19,867 +5%
EAM
23
EULAV Asset Management
Florida
$44.5M +$4.57M +38,426 +11%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$41.6M -$343K -2,888 -0.8%
W
25
Wealthquest
Ohio
$40.8M – – –
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