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AFGD

American Financial Group 5.625% Subordinated Debentures due 2060
AFGD

3 hedge funds and large institutions have $950K invested in American Financial Group 5.625% Subordinated Debentures due 2060 in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 0.71% → 0.72% (+0.02%)

5% less capital invested

Capital invested by funds: $996K → $950K (-$46.8K)

25% less funds holding

Funds holding: 4 → 3 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
+$12.9K
2
BCWM
Bartlett & Co Wealth Management
Ohio
+$12.9K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Bartlett & Co
Ohio
$471K +$12.9K +575 +3%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$470K +$12.9K +575 +3%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$8.41K – – –

AFGD Hedge Fund Activity: Q3 2023 in Review

3 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) for Q3 2023, worth a combined $950K — down 4.7% from $996K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of AFGD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Bartlett & Co, adding an estimated $12.9K.

  • 3 institutional investors held American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) as of Q3 2023, down from 4 in Q2 2023.
  • Funds reported $950K of American Financial Group 5.625% Subordinated Debentures due 2060 stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 0 funds opened new American Financial Group 5.625% Subordinated Debentures due 2060 positions in Q3 2023 and 1 closed out, a net change of -1 holder.
  • The largest American Financial Group 5.625% Subordinated Debentures due 2060 buyer in Q3 2023 was Bartlett & Co, an estimated $12.9K added.

Based on aggregated 13F filings for Q3 2023.