American Financial Group 5.625% Subordinated Debentures due 2060
AFGD
2 hedge funds and large institutions have $9.95K invested in American Financial Group 5.625% Subordinated Debentures due 2060 in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.82% less ownership
Funds ownership: 0.83% → 0.01% (-0.82%)
33% less funds holding
Funds holding: 3 → 2 (-1)
99% less capital invested
Capital invested by funds: $1.13M → $9.95K (-$1.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$401 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.53K | – | – | – |
|
|
FGAM
2
Financial Gravity Asset Management
Lakeway,
Texas
| $422 | +$401 | +17 | New |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$562K | -24,745 | Closed |
|
AFGD Hedge Fund Activity: Q1 2024 in Review
2 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) for Q1 2024, worth a combined $9.95K — down 99% from $1.13M a quarter earlier.
Fund positioning in AFGD was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Financial Gravity Asset Management, opening a new position worth an estimated $401. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $562K sold.
- 2 institutional investors held American Financial Group 5.625% Subordinated Debentures due 2060 (AFGD) as of Q1 2024, down from 3 in Q4 2023.
- Funds reported $9.95K of American Financial Group 5.625% Subordinated Debentures due 2060 stock for Q1 2024, down 99% quarter-over-quarter.
- 1 fund opened new American Financial Group 5.625% Subordinated Debentures due 2060 positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest American Financial Group 5.625% Subordinated Debentures due 2060 buyer in Q1 2024 was Financial Gravity Asset Management, an estimated $401 added.
- The largest American Financial Group 5.625% Subordinated Debentures due 2060 seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $562K sold.
Based on aggregated 13F filings for Q1 2024.