Affiliated Managers Group
455 hedge funds and large institutions have $10.6B invested in Affiliated Managers Group in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 163 increasing their positions, 170 reducing their positions, and 38 closing their positions.
43% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $18.3M
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
2% more funds holding
Funds holding: 447 → 455 (+8)
0% more funds holding in top 10
Funds holding in top 10: 20 → 20 (0)
0.59% less ownership
Funds ownership: 100.33% → 99.74% (-0.59%)
4% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 170
8% less capital invested
Capital invested by funds: $11.5B → $10.6B (-$884M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$139M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$63.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$46.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.9M |
| 5 |
Millennium Management
New York
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$199M |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$75.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$66.7M |
| 4 |
RA
Royce & Associates
New York
|
-$52.5M |
| 5 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$49.9M |
AMG Hedge Fund Activity: Q1 2014 in Review
455 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2014, worth a combined $10.6B — down 7.7% from $11.5B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new AMG positions and 38 closed out — a net gain of 12 holders — while 163 added to existing stakes and 170 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $199M.
- 455 institutional investors held Affiliated Managers Group (AMG) as of Q1 2014, up from 447 in Q4 2013.
- Funds reported $10.6B of Affiliated Managers Group stock for Q1 2014, down 7.7% quarter-over-quarter.
- 50 funds opened new Affiliated Managers Group positions in Q1 2014 and 38 closed out, a net change of +12 holders.
- The largest Affiliated Managers Group buyer in Q1 2014 was Citadel Advisors, an estimated $139M added.
- The largest Affiliated Managers Group seller in Q1 2014 was T. Rowe Price Associates, an estimated $199M sold.
Based on aggregated 13F filings for Q1 2014.