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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
251
Fred Alger Management
New York
$979K +$37.8K +256 +4%
SDIC
252
South Dakota Investment Council
South Dakota
$971K +$222K +1,500 +27%
IEFM
253
IQ EQ Fund Management
Ireland
$967K +$55.7K +377 +6%
Mitsubishi UFJ Asset Management
254
Mitsubishi UFJ Asset Management
Japan
$966K -$98.6K -668 -9%
CWM
255
CIBC World Markets
New York
$963K -$93K -630 -8%
LPL Financial
256
LPL Financial
California
$949K -$46.7K -316 -4%
MOACM
257
Mutual of America Capital Management
New York
$943K -$12.3K -83 -1%
ONB
258
Old National Bancorp
Indiana
$924K +$210K +1,424 +27%
AB
259
Amalgamated Bank
New York
$922K -$34.6K -234 -3%
PAM
260
Panagora Asset Management
Massachusetts
$921K +$327K +2,211 +49%
WC
261
Weil Company
California
$875K -$431K -2,921 -31%
BCM
262
Boltwood Capital Management
California
$863K +$68.1K +461 +8%
TAF
263
Tredje AP-fonden
Sweden
$857K -$1.68M -11,394 -65%
SO
264
STRS Ohio
Ohio
$853K +$32.8K +222 +4%
HighTower Advisors
265
HighTower Advisors
Illinois
$841K +$41.5K +281 +5%
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$831K
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$798K -$30.9K -209 -3%
OI
268
Oakbrook Investments
Illinois
$773K +$207K +1,400 +33%
DCM
269
Dupont Capital Management
Delaware
$757K
QSS
270
Quantitative Systematic Strategies
Florida
$739K +$255K +1,727 +47%
SAM
271
Securian Asset Management
Minnesota
$736K -$29.5K -200 -4%
OC
272
Oppenheimer & Co
New York
$731K -$75.6K -512 -9%
TRCT
273
Tower Research Capital (TRC)
New York
$727K +$236K +1,600 +43%
BOC
274
Barbara Oil Co
Illinois
$725K
XK
275
Xact Kapitalforvaltning
Sweden
$720K -$41.8K -283 -5%

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.