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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
251
LPL Financial
California
$1.24M -$83.2K -427 -6%
N
252
Natixis
France
$1.2M +$255K +1,311 +26%
PFM
253
Parsec Financial Management
North Carolina
$1.19M +$1.22M +6,270 New
HighTower Advisors
254
HighTower Advisors
Illinois
$1.16M -$87.1K -447 -7%
OPERF
255
Oregon Public Employees Retirement Fund
Oregon
$1.14M +$2.34K +12 +0.2%
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$1.14M -$97.4K -500 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
257
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.14M +$39K +200 +3%
BCM
258
Boltwood Capital Management
California
$1.09M -$8.96K -46 -0.8%
Cerity Partners
259
Cerity Partners
New York
$1.08M -$50.6K -260 -4%
AAMA
260
Advanced Asset Management Advisors
Ohio
$1.06M
SDIC
261
South Dakota Investment Council
South Dakota
$1.06M
SAM
262
Securian Asset Management
Minnesota
$1.06M -$19.5K -100 -2%
XK
263
Xact Kapitalforvaltning
Sweden
$1.05M +$47.5K +244 +5%
SF
264
Synovus Financial
Georgia
$1.02M +$136K +697 +15%
SO
265
STRS Ohio
Ohio
$1.02M +$143K +736 +16%
TIP
266
Torray Investment Partners
Maryland
$1.02M +$50.3K +258 +5%
BOC
267
Barbara Oil Co
Illinois
$1M
NMERB
268
New Mexico Educational Retirement Board
New Mexico
$1M
CA
269
Cullinan Associates
Kentucky
$998K -$328K -1,684 -24%
OAM
270
Oppenheimer Asset Management
New York
$997K -$218K -1,119 -18%
BC
271
Brinker Capital
Pennsylvania
$980K -$28.4K -146 -3%
MAM
272
Mastrapasqua Asset Management
Tennessee
$979K +$126K +645 +14%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$955K -$53.8K -276 -5%
EP
274
Edgestream Partners
New Jersey
$935K +$961K +4,934 New
OLA
275
Oliver Luxxe Assets
New Jersey
$925K -$402K -2,062 -30%

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.