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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
FORA Capital
Florida
$86K +$78.4K +1,160 New
Simplex Trading
227
Simplex Trading
Illinois
$73K -$122K -1,804 -65%
SWA
228
Sutton Wealth Advisors
Florida
$67K
AIM
229
Arcadia Investment Management
Michigan
$62K -$717K -10,609 -93%
TC
230
Truvestments Capital
Florida
$53K
Twin Tree Management
231
Twin Tree Management
Texas
$53K +$48.3K +714 New
SO
232
STRS Ohio
Ohio
$52K
Bank Julius Baer & Co
233
Bank Julius Baer & Co
Switzerland
$49K -$23.6K -349 -35%
C
234
Cerebellum
California
$49K +$16.2K +240 New
Acadian Asset Management
235
Acadian Asset Management
Massachusetts
$31K +$27.7K +410 New
CI
236
CX Institutional
Indiana
$30K +$26.8K +396 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$28K
RWA
238
Ropes Wealth Advisors
Massachusetts
$22K
WFMPM
239
Woodley Farra Manion Portfolio Management
Indiana
$22K
S
240
SignatureFD
Georgia
$20K -$1.69K -25 -8%
IA
241
IFP Advisors
Florida
$20K -$270 -4 -1%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$20K +$2.84K +42 +19%
CCA
243
Column Capital Advisors
Indiana
$19K
QCG
244
Quadrant Capital Group
Ohio
$18K -$42.4K -628 -72%
EW
245
Evoke Wealth
California
$18K +$14.9K +220 +1,467%
CFA
246
Carroll Financial Associates
North Carolina
$16K -$2.16K -32 -13%
VFA
247
Valeo Financial Advisors
Indiana
$14K -$15K -222 -54%
FMT
248
First Mercantile Trust
Tennessee
$14K +$1.01K +15 +9%
KPW
249
Kore Private Wealth
New York
$14K +$7.5K +111 +126%
SF
250
Synovus Financial
Georgia
$13K -$1.62K -24 -12%

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.