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Affiliated Managers Group

272 hedge funds and large institutions have $3.14B invested in Affiliated Managers Group in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-16
Holders Change %
-5.56%
% of All Funds
5.5%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
34
Increased
70
Reduced
122
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$20K +$6.92K +100 +53%
IA
227
IFP Advisors
Florida
$19K
S
228
SignatureFD
Georgia
$19K +$407 +6 +2%
QCG
229
Quadrant Capital Group
Ohio
$18K +$1.03K +15 +6%
CI Investments Inc
230
CI Investments Inc
Ontario, Canada
$17K +$17K +251 New
EW
231
Evoke Wealth
California
$15K -$1.17K -17 -7%
TWA
232
TCI Wealth Advisors
Arizona
$14K +$3.68K +55 +36%
FMT
233
First Mercantile Trust
Tennessee
$13K -$3.38K -39 -21%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$12K -$5.7K -86 -32%
LB
235
Legacy Bridge
Iowa
$12K
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$12K +$11.4K +169 +1,878%
CFA
237
Carroll Financial Associates
North Carolina
$11K -$3.56K -53 -24%
PA
238
Parallel Advisors
California
$11K -$1.21K -18 -10%
IRC
239
Investors Research Corp
Georgia
$10K
WCG
240
Weaver Consulting Group
California
$10K
WT
241
Whittier Trust
California
$10K
Fidelity International
242
Fidelity International
Bermuda
$8K
HNB
243
Huntington National Bank
Ohio
$8K
SPIA
244
Steward Partners Investment Advisory
New York
$7K
BCA
245
Berman Capital Advisors
Georgia
$7K
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$7K +$733 +11 +12%
OSAM
247
O'Shaughnessy Asset Management
Connecticut
$7K +$7K +104 New
CA
248
Crewe Advisors
Utah
$7K +$7K +106 New
FP
249
Financial Perspectives
Minnesota
$6.02K
LC
250
Lindbrook Capital
California
$6K