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Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Citizens Financial Group
Rhode Island
$28K -$2.4K -32 -6%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$28K
VFA
228
Valeo Financial Advisors
Indiana
$27K
VCP
229
Verus Capital Partners
Arizona
$20K +$11.5K +154 +80%
RWA
230
Ropes Wealth Advisors
Massachusetts
$18K
WFMPM
231
Woodley Farra Manion Portfolio Management
Indiana
$18K
S
232
SignatureFD
Georgia
$18K +$8.62K +115 +63%
LWCFA
233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$22.5K +300 New
ADL
234
Asset Dedication LLC
California
$16K
IA
235
IFP Advisors
Florida
$16K +$16.3K +217 +334%
BGIM
236
Brandywine Global Investment Management
Pennsylvania
$16K +$19.1K +255 New
CCA
237
Column Capital Advisors
Indiana
$15K
CFA
238
Carroll Financial Associates
North Carolina
$14K
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$13K -$7.72K -103 -31%
LB
240
Legacy Bridge
Iowa
$11K -$5.24K -70 -27%
SF
241
Synovus Financial
Georgia
$11K -$1.87K -25 -11%
GCM
242
Gables Capital Management
Florida
$11K +$13.6K +182 New
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$10K -$41.8K -558 -77%
FMT
244
First Mercantile Trust
Tennessee
$10K +$13K +174 New
IRC
245
Investors Research Corp
Georgia
$9K
MA
246
MCF Advisors
Kentucky
$9K
WCG
247
Weaver Consulting Group
California
$9K
CIA
248
CSat Investment Advisory
Michigan
$9K +$1.95K +26 +20%
HR
249
Howe & Rusling
New York
$8K
WT
250
Whittier Trust
California
$8K

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.