We are live on ! Find out more
AMG icon

Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
226
NN Investment Partners Holdings
Netherlands
$1.34M +$1.15M +8,268 New
RJA
227
Raymond James & Associates
Florida
$1.3M -$4.7M -33,665 -81%
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$1.28M +$97.5K +699 +10%
Citigroup
229
Citigroup
New York
$1.28M +$185K +1,325 +20%
Janney Montgomery Scott
230
Janney Montgomery Scott
Pennsylvania
$1.27M +$11.9K +85 +1%
Truist Financial
231
Truist Financial
North Carolina
$1.25M +$284K +2,038 +36%
SB
232
Suntrust Banks
Georgia
$1.22M -$690K -4,946 -40%
Zurich Cantonal Bank
233
Zurich Cantonal Bank
Switzerland
$1.22M -$294K -2,107 -22%
TRSOTSOK
234
Teachers Retirement System of the State of Kentucky
Kentucky
$1.22M
BIM
235
Beach Investment Management
Pennsylvania
$1.21M +$1.04M +7,440 New
FA
236
FDx Advisors
Illinois
$1.19M +$641K +4,594 +168%
Rafferty Asset Management
237
Rafferty Asset Management
New York
$1.17M +$331K +2,373 +49%
MSA
238
Mason Street Advisors
Wisconsin
$1.17M +$18.6K +133 +2%
IEFM
239
IQ EQ Fund Management
Ireland
$1.17M +$942K +6,756 New
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$1.14M -$1.66M -11,872 -63%
LPT
241
Legacy Private Trust
Wisconsin
$1.13M -$314K -2,253 -25%
FNBOO
242
First National Bank of Omaha
Nebraska
$1.12M -$4.98M -35,663 -84%
KeyBank National Association
243
KeyBank National Association
Ohio
$1.11M +$4.05K +29 +0.4%
NLI
244
Nippon Life Insurance
Japan
$1.09M -$323K -2,317 -26%
PAM
245
Princeton Alpha Management
New Jersey
$1.07M +$432K +3,095 +89%
NAMP
246
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.05M +$233K +1,670 +35%
MOACM
247
Mutual of America Capital Management
New York
$1.04M +$54K +387 +6%
AC
248
Alpenglow Capital
California
$1.02M +$879K +6,300 New
MC
249
Menta Capital
California
$1.01M
ARTA
250
A.R.T. Advisors
New York
$1.01M +$614K +4,400 +240%

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.