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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Cullinan Associates
Kentucky
$720K
Cerity Partners
277
Cerity Partners
New York
$716K +$21.9K +148 +3%
Wolverine Trading
278
Wolverine Trading
Illinois
$708K +$518K +3,505 +210%
SF
279
Synovus Financial
Georgia
$702K +$79.9K +541 +12%
CIBC Asset Management
280
CIBC Asset Management
Ontario, Canada
$690K -$7.24K -49 -1%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$684K -$148K -1,000 -17%
QC
282
Quadrature Capital
United Kingdom
$683K -$2.48M -16,827 -77%
BC
283
Brinker Capital
Pennsylvania
$683K -$19.6K -133 -3%
RFC
284
Regions Financial Corp
Alabama
$681K +$577K +3,908 +363%
Tudor Investment Corp
285
Tudor Investment Corp
Connecticut
$673K +$123K +831 +20%
OAM
286
Oppenheimer Asset Management
New York
$663K -$44.6K -302 -6%
TIP
287
Torray Investment Partners
Maryland
$658K +$5.46K +37 +0.8%
NMERB
288
New Mexico Educational Retirement Board
New Mexico
$656K -$29.5K -200 -4%
UH
289
Unigestion Holding
Switzerland
$652K +$52K +352 +8%
FLPIM
290
F.L. Putnam Investment Management
Massachusetts
$631K
JIM
291
Jensen Investment Management
Oregon
$610K +$167K +1,130 +34%
COPPSERS
292
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$600K -$192K -1,301 -23%
BOTW
293
Bank of the West
California
$589K +$38.2K +259 +6%
ERSOT
294
Employees Retirement System of Texas
Texas
$588K
1WA
295
180 Wealth Advisors
Washington
$577K +$326K +2,208 +110%
VFA
296
Valeo Financial Advisors
Indiana
$569K -$4.58K -31 -0.6%
OPCM
297
Osborne Partners Capital Management
California
$567K
HAM
298
Highstreet Asset Management
Ontario, Canada
$564K +$609K +4,124 New
LCM
299
Laurion Capital Management
New York
$559K -$3.55M -24,015 -85%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$552K +$1.48K +10 +0.2%

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.