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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$502K +$48.9K +498 +10%
SAM
227
Securian Asset Management
Minnesota
$480K
OI
228
Oakbrook Investments
Illinois
$475K -$19.1K -195 -4%
Jane Street
229
Jane Street
New York
$472K -$411K -4,187 -45%
JG
230
Jefferies Group
New York
$470K -$4.65M -47,396 -90%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$461K -$11.3K -115 -2%
TRSOTSOK
232
Teachers Retirement System of the State of Kentucky
Kentucky
$456K -$123K -1,250 -20%
Pacer Advisors
233
Pacer Advisors
Pennsylvania
$452K +$54.2K +552 +13%
Luther King Capital Management (LKCM)
234
Luther King Capital Management (LKCM)
Texas
$446K -$218K -2,218 -31%
LCM
235
Landscape Capital Management
New Jersey
$407K
SLAM
236
Swiss Life Asset Management
$406K +$432K +4,404 New
EMG
237
Ellington Management Group
Connecticut
$405K -$922K -9,400 -68%
US Bancorp
238
US Bancorp
Minnesota
$405K -$109K -1,116 -20%
WF
239
Welch & Forbes
Massachusetts
$401K +$58.9K +600 +16%
NMERB
240
New Mexico Educational Retirement Board
New Mexico
$396K -$9.81K -100 -2%
LIA
241
LS Investment Advisors
Michigan
$378K +$12.9K +131 +3%
P
242
Pitcairn
Pennsylvania
$374K -$66K -673 -14%
Wolverine Trading
243
Wolverine Trading
Illinois
$374K +$398K +4,054 New
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$371K +$395K +4,023 New
SC
245
Sepio Capital
Utah
$360K
OAM
246
Oxford Asset Management
United Kingdom
$356K +$379K +3,861 New
RJFSA
247
Raymond James Financial Services Advisors
Florida
$354K +$6.28K +64 +2%
C
248
Cerebellum
California
$350K +$68.7K +700 +23%
ZCA
249
Zeke Capital Advisors
Pennsylvania
$347K -$90.1K -918 -20%
SSA
250
Schonfeld Strategic Advisors
New York
$346K +$370K +3,767 New

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.