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American Financial Group

419 hedge funds and large institutions have $7.49B invested in American Financial Group in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 161 increasing their positions, 137 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $8.27M | Put options by funds: $1.87M

23% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 44

18% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 137

15% more capital invested

Capital invested by funds: $6.49B → $7.49B (+$1B)

2% more funds holding

Funds holding: 412419 (+7)

0.49% more ownership

Funds ownership: 65.13%65.62% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
419
Holders Change
+7
Holders Change %
+1.7%
% of All Funds
6.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
54
Increased
161
Reduced
137
Closed
44
Calls
$8.27M
Puts
$1.87M
Net Calls
+$6.4M
Net Calls Change
+$1.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B -$19.6M -157,580 -2%
BlackRock
2
BlackRock
New York
$1.07B -$14.8M -118,925 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$732M +$29.9M +240,044 +5%
Victory Capital Management
4
Victory Capital Management
Texas
$547M +$21.5M +172,442 +4%
AFGI4KRSP
5
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$378M -$5.08M -40,818 -1%
State Street
6
State Street
Massachusetts
$351M -$5.73M -45,988 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$182M -$21.2M -170,261 -11%
AllianceBernstein
8
AllianceBernstein
Tennessee
$163M +$60.9M +489,098 +69%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$144M -$3.73M -29,986 -3%
LSV Asset Management
10
LSV Asset Management
Illinois
$137M -$12.3M -98,520 -9%
Invesco
11
Invesco
Georgia
$123M +$37M +297,591 +49%
Norges Bank
12
Norges Bank
Norway
$116M +$3.61M +28,957 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$113M -$3.89M -31,228 -4%
Morgan Stanley
14
Morgan Stanley
New York
$101M -$88.5M -710,566 -49%
Goldman Sachs
15
Goldman Sachs
New York
$93.6M +$4.6M +36,954 +6%
FWIA
16
Fort Washington Investment Advisors
Ohio
$82.4M
Northern Trust
17
Northern Trust
Illinois
$82.2M -$10.8M -87,041 -13%
JIC
18
Johnson Investment Counsel
Ohio
$78.3M -$1.51M -12,091 -2%
JFL
19
Jarislowsky, Fraser Ltd
Quebec, Canada
$67.1M -$1.66M -13,329 -3%
Charles Schwab
20
Charles Schwab
California
$62.2M +$1.38M +11,121 +3%
BG
21
Bahl & Gaynor
Ohio
$61.8M +$3.73M +29,922 +7%
BTW
22
Boston Trust Walden
Massachusetts
$57.2M +$174K +1,397 +0.3%
EAM
23
EULAV Asset Management
Florida
$55.4M +$3.93M +31,574 +8%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$54.1M +$5.81M +46,702 +13%
W
25
Wealthquest
Ohio
$46.9M

AFG Hedge Fund Activity: Q1 2024 in Review

419 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Financial Group (AFG) for Q1 2024, worth a combined $7.49B — up 15% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AFG positions and 44 closed out — a net gain of 10 holders — while 161 added to existing stakes and 137 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $60.9M. The largest seller was Morgan Stanley, cutting an estimated $88.5M.

  • 419 institutional investors held American Financial Group (AFG) as of Q1 2024, up from 412 in Q4 2023.
  • Funds reported $7.49B of American Financial Group stock for Q1 2024, up 15% quarter-over-quarter.
  • 54 funds opened new American Financial Group positions in Q1 2024 and 44 closed out, a net change of +10 holders.
  • The largest American Financial Group buyer in Q1 2024 was AllianceBernstein, an estimated $60.9M added.
  • The largest American Financial Group seller in Q1 2024 was Morgan Stanley, an estimated $88.5M sold.

Based on aggregated 13F filings for Q1 2024.