American Family Investments 13F annual report

American Family Investments is an investment fund managing more than $1.37 trillion ran by David Graham. There are currently 9 companies in Mr. Graham’s portfolio. The largest investments include Xtrackers Usd High Yield Corporate Bond Etf and Xtrackers Low Beta High Yield Bond Etf, together worth $811 billion.

$1.37 trillion Assets Under Management (AUM)

As of 7th August 2024, American Family Investments’s top holding is 12,203,108 shares of Xtrackers Usd High Yield Corporate Bond Etf currently worth over $648 billion and making up 47.2% of the portfolio value. In addition, the fund holds 3,544,000 shares of Xtrackers Low Beta High Yield Bond Etf worth $163 billion. The third-largest holding is Bowhead Specialty Holdings Inc worth $154 billion and the next is Vanguard Intermediate-term Corporate Bond Etf worth $138 billion, with 1,727,000 shares owned.

Currently, American Family Investments's portfolio is worth at least $1.37 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at American Family Investments

The American Family Investments office and employees reside in Madison, Wisconsin. According to the last 13-F report filed with the SEC, David Graham serves as the President at American Family Investments.

Recent trades

In the most recent 13F filing, American Family Investments revealed that it had opened a new position in Xtrackers Usd High Yield Corporate Bond Etf and bought 12,203,108 shares worth $648 billion.

One of the largest hedge funds

The two most similar investment funds to American Family Investments are Generate Investment Management Ltd and Global Alpha Capital Management. They manage $1.37 trillion and $1.37 trillion respectively.

David Graham investment strategy

American Family Investments’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Miscellaneous — making up 0.8% of the total portfolio value. The fund focuses on investments in the Unknown as 100.0% of the portfolio companies are based in the Unknown.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $2.75 billion.

The complete list of American Family Investments trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Xtrackers Usd High Yield Corporate Bond Etf	Opened 12,203,108	$648,017,957,000	47.17%
Xtrackers Low Beta High Yield Bond Etf	Opened 3,544,000	$163,282,003,000	11.89%
Bowhead Specialty Holdings Inc	Opened 6,061,081	$153,587,793,000	11.18%
Vanguard Intermediate-term Corporate Bond Etf	Opened 1,727,000	$138,039,110,000	10.05%
Vanguard Short-term Corporate Bond Etf	Opened 1,462,000	$112,976,050,000	8.22%
Ishares Russell Mid-cap Growth Etf	Opened 666,994	$73,602,788,000	5.36%
Ishares 5-10 Year Investment Grade Corporate Bond Etf	Opened 751,159	$38,504,410,000	2.80%
Ishares 1-5 Year Investment Grade Corporate Bond Etf	Opened 670,543	$34,358,623,000	2.50%
Tidewater Inc.	Opened 119,817	$11,407,777,000	0.83%
No transactions found
Showing first 500 out of 9 holdings