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Institutional Investment Manager
AMERICAN FINANCIAL GROUP INC
AMERICAN FINANCIAL GROUP INC (CIK: 0001042046) incorporated in Ohio, registered under Fire, Marine & Casualty Insurance, located at Great American Insurance Group Tower, Cincinnati, OH. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001042046-15-000002) filed in 2015.02.10
#
Name
Shares
Value ($)
%
Options
Notes
51 ACE LTD 63,000 7,237 0.57%
52 Medtronic Inc 100,000 7,220 0.57%
53 American Capital Agency 330,666 7,218 0.57%
54 HOMESTREET INC COM 412,406 7,180 0.56%
55 CISCO SYS INC 250,000 6,954 0.55%
56 COACH INC 181,600 6,821 0.54%
57 Apollo Residentail Mtg Inc 431,437 6,804 0.53%
58 CARLYLE GROUP L P 240,505 6,614 0.52%
59 American Capital Agency 299,767 6,544 0.51%
60 GILEAD SCIENCES INC 67,500 6,363 0.50%
61 Ellington Financial LLC 312,700 6,241 0.49%
62 TWO HBRS INVT CORP 611,000 6,122 0.48%
63 COMCAST CORP NEW 103,500 6,004 0.47%
64 BERKLEY W R CORP 117,000 5,997 0.47%
65 E M C CORP MASS COM 200,000 5,948 0.47%
66 E M C CORP MASS COM 195,000 5,799 0.46%
67 MTGE INVT CORP 305,795 5,761 0.45%
68 BAKER HUGHES INC 100,000 5,607 0.44%
69 BAKER HUGHES INC 100,000 5,607 0.44%
70 MARATHON OIL CORP 198,000 5,601 0.44%
71 NEW YORK CMNTY BANCORP INC 350,000 5,600 0.44%
72 PNC FINL SVCS GROUP INC 60,250 5,497 0.43%
73 NATIONAL GEN HLDGS CORP COM 294,800 5,486 0.43%
74 AMERICAN HOMES 4 RENT CL A 315,000 5,364 0.42%
75 VIACOM INC NEW 70,000 5,268 0.41%
76 BARCLAYS PLC 334,000 5,013 0.39%
77 BLACKSTONE GROUP L P 145,600 4,926 0.39%
78 FREEPORT-MCMORAN INC 210,000 4,906 0.39%
79 EBAY INC 85,000 4,770 0.37%
80 KKR & CO LP COMMON UNITS 200,000 4,642 0.36%
81 HOMESTREET INC COM 266,553 4,641 0.36%
82 NATIONAL GEN HLDGS CORP COM 248,700 4,628 0.36%
83 TWO HBRS INVT CORP 460,000 4,609 0.36%
84 PNC FINL SVCS GROUP INC 49,750 4,539 0.36%
85 ARCELORMITTAL SA LUXEMBOURG 400,000 4,412 0.35%
86 ARCELORMITTAL SA LUXEMBOURG 400,000 4,412 0.35%
87 MEDLEY CAP CORPORATION 476,650 4,404 0.35%
88 ALLIANCE RES PARTNER L P 102,238 4,401 0.35%
89 CHEVRON CORP NEW 38,800 4,353 0.34%
90 FIRST FINL BANCORP OH COM 231,867 4,310 0.34%
91 Apollo Residentail Mtg Inc 273,157 4,308 0.34%
92 MEDLEY MGMT INC 287,500 4,226 0.33%
93 NMI HLDGS INC CL A 462,000 4,218 0.33%
94 American Capital Agency 191,167 4,173 0.33%
95 PROSPECT CAPITAL CORPORATION 500,000 4,130 0.32%
96 EBAY INC 73,400 4,119 0.32%
97 Hewlett Packard Co 100,750 4,043 0.32%
98 ANWORTH MTG ASSET CORP 760,802 3,994 0.31%
99 BARCLAYS PLC 260,500 3,910 0.31%
100 CUSTOMERS BANCORP INC COM 199,571 3,884 0.30%
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