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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
CT
251
Caldwell Trust
Florida
$6.84K
FP
252
Financial Perspectives
Minnesota
$6.02K
LC
253
Lindbrook Capital
California
$6K
GAM
254
Gemmer Asset Management
California
$6K +$140 +2 +2%
Kayne Anderson Rudnick Investment Management
255
Kayne Anderson Rudnick Investment Management
California
$5K +$5.17K +74 New
TPCW
256
TD Private Client Wealth
New York
$3.56K
CAGAS
257
Capital Advisory Group Advisory Services
Minnesota
$3K
PFS
258
Prospera Financial Services
Texas
$3K +$2.66K +38 New
MAM
259
Meeder Asset Management
Ohio
$2K -$1.26K -18 -39%
EI
260
Ellevest Inc
New York
$2K -$280 -4 -10%
AssetMark Inc
261
AssetMark Inc
California
$2K
BFEC
262
Benjamin F. Edwards & Company
Missouri
$2K
EFSCE
263
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
Millennium Management
264
Millennium Management
New York
$1.77K -$2.12M -30,352 -54%
FCH
265
Freestone Capital Holdings
Washington
$1.37K +$1.4K +20 New
AIM
266
Anchor Investment Management
South Carolina
$1.09K
WEC
267
Winslow Evans & Crocker
Massachusetts
$1K -$6.99K -100 -87%
CFD
268
Creative Financial Designs
Indiana
$1K -$2.17K -31 -61%
EARNEST Partners
269
EARNEST Partners
Georgia
$1K
GWS
270
Glassman Wealth Services
Virginia
$1K
PFWA
271
Paces Ferry Wealth Advisors
Georgia
$1K +$769 +11 New
FFA
272
Founders Financial Alliance
North Carolina
$1K +$1.33K +19 New
AL
273
AJO LP
Pennsylvania
-$12.7M -170,458 Closed
Capital World Investors
274
Capital World Investors
California
-$8.8M -118,000 Closed
ESCM
275
Echo Street Capital Management
New York
-$1.09M -14,596 Closed

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.