Vault-13

AMERICAN FUNDS AMERICAN MUTUAL F3 AFMFX

EQUITY FUNDS · Open-End Fund · CUSIP 027681774

3 institutional holders +2 vs Q1 2024
35,77435.8k shares reported held*
$1.9mreported value*
2 new 1 added 0 reduced 0 sold out net bought ≈ $1.1m (+20.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $54.38.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0123Q3 22: 1Q4 22: 1Q1 23: 1Q2 23: 2Q3 23: 2Q4 23: 2Q1 24: 1Q2 24: 33Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20231
Q2 20232
Q3 20232
Q4 20232
Q1 20241
Q2 20243

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 0 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 1 bought or addedQ1 23: 0 cut or sold outQ2 23: 2 bought or addedQ2 23: 0 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 1 cut or sold outQ4 23: 0 bought or addedQ4 23: 0 cut or sold outQ4 23Q1 24: 1 bought or addedQ1 24: 2 cut or sold outQ2 24: 3 bought or addedQ2 24: 0 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202201
Q1 202310
Q2 202320
Q3 202321
Q4 202300
Q1 202412
Q2 202430

Biggest buyers

RiverFront Investment Group, LLC New +18,890+18.9k
ORG Partners LLC New +1,213+1.2k
TUCKER ASSET MANAGEMENT LLC Added +75+75

Biggest sellers

None

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RiverFront Investment Group, LLC 0.03% of their portfolio RICHMOND, VA 18,89018.9k $1.0m $1.0m 0.03% New
2 TUCKER ASSET MANAGEMENT LLC 0.19% of their portfolio LITTLETON, CO 15,67115.7k $852.2k $852.2k 0.19% Added +75 +75
3 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 1,2131.2k $65.9k $65.9k 0.01% New