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Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
276
Associated Banc-Corp
Wisconsin
$2K +$2.1K +28 New
TRCT
277
Tower Research Capital (TRC)
New York
$1K -$199K -2,662 -99%
ZB
278
Zions Bancorporation
Utah
$1K -$8.16K -109 -84%
PFBT
279
Parkside Financial Bank & Trust
Missouri
$1K -$7.19K -96 -83%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$1K
BWM
281
BerganKDV Wealth Management
Minnesota
$1K
EARNEST Partners
282
EARNEST Partners
Georgia
$1K
LPWM
283
Lake Point Wealth Management
Texas
$1K
LC
284
Lindbrook Capital
California
$1K +$1.05K +14 New
SFSIG
285
San Francisco Sentry Investment Group
California
$1K +$1.05K +14 New
AssetMark Inc
286
AssetMark Inc
California
$1K +$1.8K +24 New
AIM
287
Anchor Investment Management
South Carolina
$946
EW
288
Evoke Wealth
California
$888 -$1.05K -14 -48%
TI
289
tru Independence
Oregon
$53
CVA
290
Ceredex Value Advisors
Florida
-$60.2M -710,300 Closed
Janus Henderson Group
291
Janus Henderson Group
United Kingdom
-$17M -200,852 Closed
CSS
292
Cubist Systematic Strategies
Connecticut
-$8.84M -104,366 Closed
Man Group
293
Man Group
United Kingdom
-$7.54M -89,007 Closed
Two Sigma Investments
294
Two Sigma Investments
New York
-$6.31M -74,411 Closed
Korea Investment Corp
295
Korea Investment Corp
South Korea
-$5.76M -68,000 Closed
PP
296
Paloma Partners
Connecticut
-$5.64M -66,620 Closed
DA
297
Duality Advisers
Florida
-$4.71M -55,609 Closed
LP
298
LMR Partners
United Kingdom
-$4.33K -51,119 Closed
JG
299
Jefferies Group
New York
-$4.13M -48,790 Closed
Qube Research & Technologies (QRT)
300
Qube Research & Technologies (QRT)
United Kingdom
-$3.9M -46,003 Closed

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.