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AFGD

American Financial Group 5.625% Subordinated Debentures due 2060
AFGD

3 hedge funds and large institutions have $1.13M invested in American Financial Group 5.625% Subordinated Debentures due 2060 in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $950K → $1.13M (+$183K)

0.11% more ownership

Funds ownership: 0.72% → 0.83% (+0.11%)

0% more funds holding

Funds holding: 3 → 3 (0)

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BC
Bartlett & Co
Ohio
+$69.1K
2
BCWM
Bartlett & Co Wealth Management
Ohio
+$69.1K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
Bartlett & Co
Ohio
$562K +$69.1K +3,195 +15%
BCWM
2
Bartlett & Co Wealth Management
Ohio
$562K +$69.1K +3,195 +15%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$8.89K – – –

AFGD Hedge Fund Activity: Q4 2023 in Review

3 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) for Q4 2023, worth a combined $1.13M — up 19% from $950K a quarter earlier.

Fund positioning in AFGD was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Bartlett & Co, adding an estimated $69.1K.

  • 3 institutional investors held American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $1.13M of American Financial Group 5.625% Subordinated Debentures due 2060 stock for Q4 2023, up 19% quarter-over-quarter.
  • 0 funds opened new American Financial Group 5.625% Subordinated Debentures due 2060 positions in Q4 2023 and 0 closed out.
  • The largest American Financial Group 5.625% Subordinated Debentures due 2060 buyer in Q4 2023 was Bartlett & Co, an estimated $69.1K added.

Based on aggregated 13F filings for Q4 2023.