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Affiliated Managers Group

275 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, 71 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 98.56%98.82% (+0.25%)

5% less funds holding

Funds holding: 291275 (-16)

9% less capital invested

Capital invested by funds: $3.47B → $3.14B (-$327M)

11% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

42% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 123

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
5.55%
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
71
Reduced
123
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Arcadia Investment Management
Michigan
$21K -$36.7K -525 -64%
RWA
227
Ropes Wealth Advisors
Massachusetts
$21K
VFA
228
Valeo Financial Advisors
Indiana
$20K +$6.99K +100 +53%
IA
229
IFP Advisors
Florida
$19K
S
230
SignatureFD
Georgia
$19K +$419 +6 +2%
QCG
231
Quadrant Capital Group
Ohio
$18K +$1.05K +15 +6%
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$17K +$17.5K +251 New
EW
233
Evoke Wealth
California
$15K -$1.19K -17 -7%
TWA
234
TCI Wealth Advisors
Arizona
$14K +$3.85K +55 +36%
FMT
235
First Mercantile Trust
Tennessee
$13K -$2.73K -39 -21%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$12K -$6.01K -86 -32%
LB
237
Legacy Bridge
Iowa
$12K
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$12K +$11.8K +169 +1,878%
CFA
239
Carroll Financial Associates
North Carolina
$11K -$3.71K -53 -24%
PA
240
Parallel Advisors
California
$11K -$1.26K -18 -10%
IRC
241
Investors Research Corp
Georgia
$10K
WCG
242
Weaver Consulting Group
California
$10K
WT
243
Whittier Trust
California
$10K
Fidelity International
244
Fidelity International
Bermuda
$8K
HNB
245
Huntington National Bank
Ohio
$8K
BCA
246
Berman Capital Advisors
Georgia
$7K
SPIA
247
Steward Partners Investment Advisory
New York
$7K
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$7K +$769 +11 +12%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$7K +$7.27K +104 New
CA
250
Crewe Advisors
Utah
$7K +$7.41K +106 New

AMG Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2020, worth a combined $3.14B — down 9.4% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 34 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 71 added.

The largest buyer was Atlanta Capital Management, adding an estimated $61M. The largest seller was BlackRock, cutting an estimated $23.3M.

  • 275 institutional investors held Affiliated Managers Group (AMG) as of Q3 2020, down from 291 in Q2 2020.
  • Funds reported $3.14B of Affiliated Managers Group stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q3 2020 was Atlanta Capital Management, an estimated $61M added.
  • The largest Affiliated Managers Group seller in Q3 2020 was BlackRock, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2020.