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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Advisors Asset Management
Colorado
$628K +$166K +852 +35%
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$626K -$19.5K -100 -3%
WAM
303
World Asset Management
Michigan
$612K -$257K -1,320 -29%
VFA
304
Valeo Financial Advisors
Indiana
$607K +$132K +679 +27%
Public Sector Pension Investment Board (PSP Investments)
305
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$599K +$58.4K +300 +10%
GIA
306
Gateway Investment Advisers
Ohio
$598K -$14M -71,755 -96%
KeyBank National Association
307
KeyBank National Association
Ohio
$596K +$42.1K +216 +7%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$595K -$772K -3,962 -56%
PG
309
Pendal Group
Australia
$587K -$38K -195 -6%
Janney Montgomery Scott
310
Janney Montgomery Scott
Pennsylvania
$585K +$190K +976 +46%
NB
311
Nicolet Bankshares
Wisconsin
$578K -$4.87K -25 -0.8%
Holocene Advisors
312
Holocene Advisors
New York
$577K -$192K -988 -24%
LCM
313
Lee Capital Management
New York
$569K
CB
314
Commerce Bank
Missouri
$566K -$21.8K -112 -4%
ST
315
Somerset Trust
Pennsylvania
$558K +$779 +4 +0.1%
MWNA
316
Marshall Wace North America
New York
$544K -$1.17M -6,011 -68%
KRS
317
Kentucky Retirement Systems
Kentucky
$539K -$114K -584 -17%
NIM
318
Nicollet Investment Management
Minnesota
$536K +$2.92K +15 +0.5%
JIM
319
Jensen Investment Management
Oregon
$529K +$189K +970 +53%
CTA
320
Chesley Taft & Associates
Illinois
$515K -$203K -1,040 -28%
PCM
321
Palisade Capital Management
New Jersey
$513K +$31.4K +161 +6%
DVM
322
Dreman Value Management
Florida
$506K
ST
323
Smithfield Trust
Pennsylvania
$502K -$10.5K -54 -2%
OAM
324
Oxford Asset Management
United Kingdom
$487K +$500K +2,567 New
GH
325
GAM Holding
Switzerland
$486K +$499K +2,562 New

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.