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Affiliated Managers Group

353 hedge funds and large institutions have $4.09B invested in Affiliated Managers Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 153 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.16% more ownership

Funds ownership: 94.75%96.92% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $4.47B → $4.09B (-$378M)

9% less funds holding

Funds holding: 389353 (-36)

32% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 153

50% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 70

75% less call options, than puts

Call options by funds: $7.51M | Put options by funds: $29.8M

Holders
353
Holders Change
-36
Holders Change %
-9.25%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
104
Reduced
153
Closed
70
Calls
$7.51M
Puts
$29.8M
Net Calls
-$22.2M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
276
Fred Alger Management
New York
$135K -$502K -6,013 -79%
LSV Asset Management
277
LSV Asset Management
Illinois
$125K
ARMT
278
Amica Retiree Medical Trust
Rhode Island
$115K
TF
279
Tompkins Financial
New York
$107K
ZB
280
Zions Bancorporation
Utah
$107K +$108K +1,289 New
S
281
Seeyond
France
$106K -$430K -5,148 -80%
HNB
282
Huntington National Bank
Ohio
$100K -$84 -1 -0.1%
CIA
283
CSat Investment Advisory
Michigan
$86K +$15.9K +190 +22%
Federated Hermes
284
Federated Hermes
Pennsylvania
$82K +$418 +5 +0.5%
SWA
285
Sutton Wealth Advisors
Florida
$74.8K
AIP
286
Ameritas Investment Partners
Nebraska
$74K
TC
287
Truvestments Capital
Florida
$67K
CFG
288
Citizens Financial Group
Rhode Island
$64K
MERSOM
289
Municipal Employees' Retirement System of Michigan
Michigan
$59K
SO
290
STRS Ohio
Ohio
$58K
Victory Capital Management
291
Victory Capital Management
Texas
$57K -$18.1K -217 -24%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$55K +$2.51K +30 +5%
LTFS
293
Ladenburg Thalmann Financial Services
Florida
$49K -$41.7K -499 -46%
RIM
294
Rampart Investment Management
Connecticut
$49K -$6.93K -83 -12%
PRC
295
Pearl River Capital
Michigan
$46K +$46.4K +555 New
VRM
296
Vectors Research Management
New York
$40K
LS
297
Livforsakringsbolaget Skandia
Sweden
$39K
LB
298
Legacy Bridge
Iowa
$36K -$1.42K -17 -4%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$35K -$19.6K -235 -36%
VFA
300
Valeo Financial Advisors
Indiana
$34K

AMG Hedge Fund Activity: Q3 2019 in Review

353 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2019, worth a combined $4.09B — down 8.5% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of AMG and 35 opened new positions — a net loss of 35 holders — while 153 trimmed existing stakes and 104 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $167M. The largest seller was Vanguard Group, cutting an estimated $28.3M.

  • 353 institutional investors held Affiliated Managers Group (AMG) as of Q3 2019, down from 389 in Q2 2019.
  • Funds reported $4.09B of Affiliated Managers Group stock for Q3 2019, down 8.5% quarter-over-quarter.
  • 35 funds opened new Affiliated Managers Group positions in Q3 2019 and 70 closed out, a net change of -35 holders.
  • The largest Affiliated Managers Group buyer in Q3 2019 was EdgePoint Investment Group, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q3 2019 was Vanguard Group, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2019.