American Financial Group 5.625% Subordinated Debentures due 2060
AFGD
3 hedge funds and large institutions have $912K invested in American Financial Group 5.625% Subordinated Debentures due 2060 in 2023 Q1 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $849K → $912K (+$63.7K)
0.03% more ownership
Funds ownership: 0.66% → 0.69% (+0.03%)
0% more funds holding
Funds holding: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$22.5K |
| 2 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$22.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$140 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
1
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $455K | +$22.5K | +965 | +5% |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $449K | +$22.5K | +965 | +5% |
|
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8.46K | -$140 | -6 | -2% |
|
AFGD Hedge Fund Activity: Q1 2023 in Review
3 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) for Q1 2023, worth a combined $912K — up 7.5% from $849K a quarter earlier.
Fund positioning in AFGD was balanced in Q1 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Bartlett & Co, adding an estimated $22.5K. The largest seller was PNC Financial Services Group, cutting an estimated $140.
- 3 institutional investors held American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $912K of American Financial Group 5.625% Subordinated Debentures due 2060 stock for Q1 2023, up 7.5% quarter-over-quarter.
- 0 funds opened new American Financial Group 5.625% Subordinated Debentures due 2060 positions in Q1 2023 and 0 closed out.
- The largest American Financial Group 5.625% Subordinated Debentures due 2060 buyer in Q1 2023 was Bartlett & Co, an estimated $22.5K added.
- The largest American Financial Group 5.625% Subordinated Debentures due 2060 seller in Q1 2023 was PNC Financial Services Group, an estimated $140 sold.
Based on aggregated 13F filings for Q1 2023.