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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
LB
251
Legacy Bridge
Iowa
$13K -$1.15K -17 -9%
PA
252
Parallel Advisors
California
$13K +$3.79K +56 +44%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$12K -$135 -2 -1%
CFG
254
Citizens Financial Group
Rhode Island
$11K -$21.6K -319 -68%
IRC
255
Investors Research Corp
Georgia
$11K
WCG
256
Weaver Consulting Group
California
$11K
WT
257
Whittier Trust
California
$11K
TWA
258
TCI Wealth Advisors
Arizona
$11K +$6.42K +95 +161%
HNB
259
Huntington National Bank
Ohio
$9K -$71.8K -1,062 -90%
BCA
260
Berman Capital Advisors
Georgia
$8K -$879 -13 -10%
WEC
261
Winslow Evans & Crocker
Massachusetts
$8K -$68 -1 -0.9%
SPIA
262
Steward Partners Investment Advisory
New York
$8K
Fidelity International
263
Fidelity International
Bermuda
$8K +$7.5K +111 New
CT
264
Caldwell Trust
Florida
$7.46K
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$7K
FP
266
Financial Perspectives
Minnesota
$6.56K
GAM
267
Gemmer Asset Management
California
$6K
M
268
Mirova
France
$6K
LC
269
Lindbrook Capital
California
$6K +$4.8K +71 +507%
MA
270
MUFG Americas
New York
$6K +$5.41K +80 New
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$4K
CWP
272
CFM Wealth Partners
Texas
$4K
CFD
273
Creative Financial Designs
Indiana
$4K +$3.45K +51 New
TPCW
274
TD Private Client Wealth
New York
$3.88K -$4.6K -68 -57%
EI
275
Ellevest Inc
New York
$3K -$5K -74 -65%

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.