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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
301
Hodges Capital Management
Texas
$569K +$89K +500 +20%
PAM
302
Panagora Asset Management
Massachusetts
$567K
VIA
303
Virtus Investment Advisers
Connecticut
$567K +$381K +2,141 +253%
Brown Advisory
304
Brown Advisory
Maryland
$551K -$11.9K -67 -2%
Nomura Holdings
305
Nomura Holdings
Japan
$547K -$250K -1,407 -33%
Public Sector Pension Investment Board (PSP Investments)
306
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$543K -$603K -3,389 -54%
CFG
307
Citizens Financial Group
Rhode Island
$538K -$28.8K -162 -5%
VF
308
Virtu Financial
New York
$530K +$497K +2,794 New
ST
309
Smithfield Trust
Pennsylvania
$513K
LP
310
LMR Partners
United Kingdom
$513K +$481K +2,701 New
DVM
311
Dreman Value Management
Florida
$507K
RJFSA
312
Raymond James Financial Services Advisors
Florida
$484K -$40.2K -226 -8%
LIA
313
LS Investment Advisors
Michigan
$481K +$1.07K +6 +0.2%
MCM
314
MAI Capital Management
Ohio
$479K
HA
315
Harbor Advisors
Florida
$475K
P8IP
316
Pier 88 Investment Partners
California
$475K
NB
317
Norinchukin Bank
Japan
$473K +$45.5K +256 +11%
PCM
318
Palisade Capital Management
New Jersey
$472K
VFA
319
Valeo Financial Advisors
Indiana
$467K +$438K +2,461 New
PP
320
Patten & Patten
Tennessee
$458K -$196K -1,100 -31%
OI
321
Oakbrook Investments
Illinois
$457K -$458K -2,575 -52%
IB
322
Intrust Bank
Kansas
$453K -$34K -191 -7%
US Bancorp
323
US Bancorp
Minnesota
$440K -$25.1K -141 -6%
CMBA
324
C.M. Bidwell & Associates
Hawaii
$438K -$4.19M -23,535 -91%
LMGAM
325
Liberty Mutual Group Asset Management
Massachusetts
$435K -$177K -997 -30%

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.