Affiliated Managers Group
477 hedge funds and large institutions have $11.4B invested in Affiliated Managers Group in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 159 increasing their positions, 186 reducing their positions, and 46 closing their positions.
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
2% more funds holding
Funds holding: 468 → 477 (+9)
5% more capital invested
Capital invested by funds: $10.9B → $11.4B (+$529M)
5% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $19.6M
1.01% less ownership
Funds ownership: 97.82% → 96.81% (-1%)
15% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 186
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$189M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$168M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$108M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$80.2M |
| 5 |
Goldman Sachs
New York
|
+$73.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCIM
TIAA CREF Investment Management
New York
|
-$121M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$67.2M |
| 4 |
FAM
Fred Alger Management
New York
|
-$42.7M |
| 5 |
ACM
Apex Capital Management
Dayton,
Ohio
|
-$42.3M |
AMG Hedge Fund Activity: Q4 2014 in Review
477 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2014, worth a combined $11.4B — up 4.9% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new AMG positions and 46 closed out — a net gain of 17 holders — while 159 added to existing stakes and 186 trimmed.
The largest buyer was UBS AM, adding an estimated $189M. The largest seller was TIAA CREF Investment Management, cutting an estimated $121M.
- 477 institutional investors held Affiliated Managers Group (AMG) as of Q4 2014, up from 468 in Q3 2014.
- Funds reported $11.4B of Affiliated Managers Group stock for Q4 2014, up 4.9% quarter-over-quarter.
- 63 funds opened new Affiliated Managers Group positions in Q4 2014 and 46 closed out, a net change of +17 holders.
- The largest Affiliated Managers Group buyer in Q4 2014 was UBS AM, an estimated $189M added.
- The largest Affiliated Managers Group seller in Q4 2014 was TIAA CREF Investment Management, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2014.