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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
276
Sentry Investment Management
Wisconsin
$821K
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$816K -$55.9K -314 -7%
OPCM
278
Osborne Partners Capital Management
California
$793K -$3.74K -21 -0.5%
TIP
279
Torray Investment Partners
Maryland
$784K +$5.69K +32 +0.8%
N
280
Natixis
France
$775K +$727K +4,084 New
HCA
281
Harbour Capital Advisors
Virginia
$771K -$396K -2,227 -35%
CI Investments Inc
282
CI Investments Inc
Ontario, Canada
$759K -$40.1M -225,300 -98%
ERSOT
283
Employees Retirement System of Texas
Texas
$759K
Jane Street
284
Jane Street
New York
$748K -$4.13M -23,232 -86%
CGH
285
Crossmark Global Holdings
Texas
$718K +$673K +3,781 New
WF
286
Welch & Forbes
Massachusetts
$716K -$26.7K -150 -4%
CTA
287
Chesley Taft & Associates
Illinois
$713K +$8.01K +45 +1%
SLI
288
Sumitomo Life Insurance
Japan
$702K -$9.43K -53 -1%
SO
289
STRS Ohio
Ohio
$694K -$6.05K -34 -0.9%
TC
290
Telemus Capital
Michigan
$685K -$451K -2,537 -41%
CLOS
291
Compagnie Lombard Odier SCmA
Switzerland
$664K
LSERS
292
Louisiana State Employees Retirement System
Louisiana
$664K
KRS
293
Kentucky Retirement Systems
Kentucky
$660K -$27.2K -153 -4%
KeyBank National Association
294
KeyBank National Association
Ohio
$659K -$34.5K -194 -5%
WBC
295
Westpac Banking Corp
Australia
$651K
PG
296
Pendal Group
Australia
$625K +$586K +3,292 New
ST
297
Somerset Trust
Pennsylvania
$624K -$87.9K -494 -13%
CB
298
Commerce Bank
Missouri
$597K +$11.7K +66 +2%
NB
299
Nicolet Bankshares
Wisconsin
$586K -$2.13K -12 -0.4%
LCM
300
Lee Capital Management
New York
$569K

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.