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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Meeder Asset Management
Ohio
$3K -$743 -11 -19%
OPS
277
Orion Portfolio Solutions
Nebraska
$3K -$743 -11 -19%
AssetMark Inc
278
AssetMark Inc
California
$3K +$811 +12 +50%
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$879 -13 -37%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$2K
NG
281
NWK Group
California
$2K +$1.55K +23 New
AIM
282
Anchor Investment Management
South Carolina
$1.19K
EARNEST Partners
283
EARNEST Partners
Georgia
$1K
GWS
284
Glassman Wealth Services
Virginia
$1K +$203 +3 +38%
CAN
285
Cetera Advisor Networks
California
$1K +$473 +7 New
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$1K +$608 +9 New
SIM
287
Sonora Investment Management
Arizona
$1K +$1.28K +19 New
TI
288
tru Independence
Oregon
$82 +$13.5K +200 +22%
CIM
289
Contrarius Investment Management
Jersey
-$6.79M -114,825 Closed
Holocene Advisors
290
Holocene Advisors
New York
-$2.93M -49,539 Closed
Bank of Nova Scotia
291
Bank of Nova Scotia
Ontario, Canada
-$2.63M -44,436 Closed
FBA
292
Front Barnett Associates
Illinois
-$2.07M -34,951 Closed
1832 Asset Management
293
1832 Asset Management
Ontario, Canada
-$1.52M -25,000 Closed
MCM
294
MAI Capital Management
Ohio
-$1.39M -23,421 Closed
N
295
Natixis
France
-$1.2M -20,259 Closed
MERSOM
296
Municipal Employees' Retirement System of Michigan
Michigan
-$963K -16,280 Closed
IP
297
Interval Partners
New York
-$699K -11,827 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
298
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$420K -7,100 Closed
IEFM
299
IQ EQ Fund Management
Ireland
-$368K -6,225 Closed
PI
300
PEAK6 Investments
Illinois
-$374K -5,536 Closed

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.