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Affiliated Managers Group
AMG

Overview Fund Activity

288 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, 73 increasing their positions, 124 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
5.92%
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
73
Reduced
124
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
+$36.6M
2
Victory Capital Management
Victory Capital Management
Texas
+$25.4M
3
SCM
Spyglass Capital Management
California
+$22.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$16M
5
AL
AJO LP
Pennsylvania
+$11.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$35.3M
2
BlackRock
BlackRock
New York
-$28M
3
Renaissance Technologies
Renaissance Technologies
New York
-$25.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$22.1M
5
Truist Financial
Truist Financial
North Carolina
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
226
Sutton Wealth Advisors
Florida
$67K – – –
AIM
227
Arcadia Investment Management
Michigan
$62K -$797K -10,609 -93%
TC
228
Truvestments Capital
Florida
$53K – – –
Twin Tree Management
229
Twin Tree Management
Texas
$53K +$53K +714 New
SO
230
STRS Ohio
Ohio
$52K – – –
Bank Julius Baer & Co
231
Bank Julius Baer & Co
Switzerland
$49K -$26.2K -349 -35%
C
232
Cerebellum
California
$49K +$49K +240 New
Acadian Asset Management
233
Acadian Asset Management
Massachusetts
$31K +$31K +410 New
CI
234
CX Institutional
Indiana
$30K +$30K +396 New
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
RWA
236
Ropes Wealth Advisors
Massachusetts
$22K – – –
WFMPM
237
Woodley Farra Manion Portfolio Management
Indiana
$22K – – –
S
238
SignatureFD
Georgia
$20K -$1.83K -25 -8%
IA
239
IFP Advisors
Florida
$20K -$288 -4 -1%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$20K +$3.15K +42 +19%
CCA
241
Column Capital Advisors
Indiana
$19K – – –
QCG
242
Quadrant Capital Group
Ohio
$18K -$45.8K -628 -72%
EW
243
Evoke Wealth
California
$18K +$16.9K +220 +1,467%
CFA
244
Carroll Financial Associates
North Carolina
$16K -$2.36K -32 -13%
VFA
245
Valeo Financial Advisors
Indiana
$14K -$16.4K -222 -54%
FMT
246
First Mercantile Trust
Tennessee
$14K +$1.11K +15 +9%
KPW
247
Kore Private Wealth
New York
$14K +$7.81K +111 +126%
SF
248
Synovus Financial
Georgia
$13K -$1.81K -24 -12%
LB
249
Legacy Bridge
Iowa
$13K -$1.26K -17 -9%
PA
250
Parallel Advisors
California
$13K +$4K +56 +44%
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