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Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
276
Bessemer Group
New Jersey
$910K +$84.6K +530 +11%
BOC
277
Barbara Oil Co
Illinois
$879K
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$850K +$8.46K +53 +1%
WAM
279
World Asset Management
Michigan
$834K -$163K -1,022 -17%
OI
280
Oakbrook Investments
Illinois
$827K -$62.3K -390 -7%
GC
281
Globeflex Capital
California
$811K
LPL Financial
282
LPL Financial
California
$787K +$32.2K +202 +5%
RCM
283
Riverhead Capital Management
Delaware
$782K +$335K +2,096 +80%
EMG
284
Ellington Management Group
Connecticut
$780K -$607K -3,800 -45%
MERSOM
285
Municipal Employees' Retirement System of Michigan
Michigan
$772K +$460K +2,880 +163%
SMDAM
286
Sumitomo Mitsui DS Asset Management
Japan
$765K +$639 +4 +0.1%
SSA
287
Schonfeld Strategic Advisors
New York
$761K +$732K +4,588 New
LSCM
288
LaSalle Street Capital Management
Illinois
$757K
DCM
289
Dynamic Capital Management
Jersey
$756K -$362K -2,269 -33%
MAM
290
Mastrapasqua Asset Management
Tennessee
$748K -$6.39K -40 -0.9%
CTI
291
Community Trust & Investment
Kentucky
$738K
SIM
292
Sentry Investment Management
Wisconsin
$717K +$402K +2,518 +140%
Nomura Holdings
293
Nomura Holdings
Japan
$712K +$685K +4,290 New
ARMT
294
Amica Retiree Medical Trust
Rhode Island
$711K
COPPSERS
295
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$697K -$160 -1 -0%
OPCM
296
Osborne Partners Capital Management
California
$696K +$3.35K +21 +0.5%
SF
297
Synovus Financial
Georgia
$693K +$195K +1,224 +41%
TIP
298
Torray Investment Partners
Maryland
$680K -$23.1K -145 -3%
ERSOT
299
Employees Retirement System of Texas
Texas
$663K
WF
300
Welch & Forbes
Massachusetts
$650K -$24.4K -153 -4%

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.