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Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
251
Winslow Evans & Crocker
Massachusetts
$8K
TPCW
252
TD Private Client Wealth
New York
$7.1K -$4.94K -66 -35%
PA
253
Parallel Advisors
California
$7K -$3.3K -44 -26%
BCA
254
Berman Capital Advisors
Georgia
$7K +$225 +3 +2%
EI
255
Ellevest Inc
New York
$7K +$5.62K +75 +192%
CFFP
256
Center for Financial Planning
Michigan
$7K +$8.69K +116 New
NSIM
257
North Star Investment Management
Illinois
$7K +$9.36K +125 New
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$6K -$5.69K -76 -45%
SAM
259
S.A. Mason
Michigan
$6K
CT
260
Caldwell Trust
Florida
$5.91K
FP
261
Financial Perspectives
Minnesota
$5.2K
KPW
262
Kore Private Wealth
New York
$5K -$40.8K -545 -86%
M
263
Mirova
France
$5K
SPIA
264
Steward Partners Investment Advisory
New York
$5K
GAM
265
Gemmer Asset Management
California
$5K +$2.1K +28 +47%
PB
266
Pinnacle Bancorp
Nebraska
$4K -$5.17K -69 -53%
CWP
267
CFM Wealth Partners
Texas
$4K
VRM
268
Vectors Research Management
New York
$4K
BL
269
Balentine LLC
Georgia
$3K
MAM
270
Meeder Asset Management
Ohio
$3K +$1.65K +22 +63%
OPS
271
Orion Portfolio Solutions
Nebraska
$3K +$1.65K +22 +63%
TWA
272
TCI Wealth Advisors
Arizona
$3K +$2.55K +34 +136%
AT
273
Arden Trust
Delaware
$3K +$3.37K +45 New
CAGAS
274
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.75K +50 New
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2.02K +27 +338%

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.