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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCC
301
Second Curve Capital
Pennsylvania
$568K +$488K +3,500 New
PAM
302
Panagora Asset Management
Massachusetts
$554K +$39.1K +280 +9%
CB
303
Commerce Bank
Missouri
$548K +$34K +244 +8%
VKH
304
Virtu KCG Holdings
New York
$534K -$264K -1,892 -37%
PCM
305
Palisade Capital Management
New Jersey
$532K -$188K -1,349 -29%
NB
306
Nicolet Bankshares
Wisconsin
$532K +$99K +710 +28%
BTNA
307
Bremer Trust National Association
Minnesota
$510K -$61.4K -440 -12%
WSA
308
Wall Street Associates
California
$506K
ACI
309
Advance Capital I
Michigan
$503K +$97.7K +700 +29%
ST
310
Smithfield Trust
Pennsylvania
$487K +$6.97K +50 +2%
LPL Financial
311
LPL Financial
California
$487K +$197K +1,410 +86%
FAAS
312
First Allied Advisory Services
California
$480K -$49.4K -354 -11%
Teacher Retirement System of Texas
313
Teacher Retirement System of Texas
Texas
$478K +$226K +1,618 +122%
MCM
314
MAI Capital Management
Ohio
$475K
LMGAM
315
Liberty Mutual Group Asset Management
Massachusetts
$474K -$37K -265 -8%
BF
316
BOK Financial
Oklahoma
$450K +$279 +2 +0.1%
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$449K +$385K +2,762 New
WBC
318
Westpac Banking Corp
Australia
$447K +$9.07K +65 +2%
FB
319
Fulton Bank
Pennsylvania
$446K
WIS
320
Wright Investors Service
Connecticut
$443K +$380K +2,725 New
LSCM
321
LaSalle Street Capital Management
Illinois
$413K
DC
322
Deere & Company
Illinois
$407K +$350K +2,508 New
LIA
323
LS Investment Advisors
Michigan
$406K +$19.7K +141 +6%
CS
324
Cannell & Spears
New York
$405K
Robeco Institutional Asset Management
325
Robeco Institutional Asset Management
Netherlands
$405K +$107K +765 +44%

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.