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Affiliated Managers Group

451 hedge funds and large institutions have $4.84B invested in Affiliated Managers Group in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 151 increasing their positions, 181 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.11% more ownership

Funds ownership: 92.18%96.29% (+4.1%)

8% less funds holding

Funds holding: 491451 (-40)

17% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 181

28% less capital invested

Capital invested by funds: $6.72B → $4.84B (-$1.88B)

36% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 109

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

74% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $54.1M

Holders
451
Holders Change
-40
Holders Change %
-8.15%
% of All Funds
10.05%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
70
Increased
151
Reduced
181
Closed
109
Calls
$14.2M
Puts
$54.1M
Net Calls
-$39.9M
Net Calls Change
-$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
O
301
OppenheimerFunds
New York
$280K +$72.6K +643 +29%
NB
302
Nicolet Bankshares
Wisconsin
$279K -$1.92K -17 -0.6%
LSERS
303
Louisiana State Employees Retirement System
Louisiana
$273K -$33.9K -300 -10%
GIA
304
Gateway Investment Advisers
Ohio
$273K -$3.05K -27 -1%
Public Sector Pension Investment Board (PSP Investments)
305
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$269K +$33.9K +300 +12%
CS
306
Candriam SCA
Luxembourg
$263K +$136K +1,206 +81%
CAM
307
Cubic Asset Management
Massachusetts
$260K +$301K +2,665 New
HIM
308
Hillsdale Investment Management
Ontario, Canada
$258K +$20.3K +180 +7%
NIM
309
Nicollet Investment Management
Minnesota
$247K -$59.9K -530 -17%
ST
310
Somerset Trust
Pennsylvania
$246K -$40.7K -360 -12%
HA
311
Harbor Advisors
Florida
$244K
MAFM
312
Mid Atlantic Financial Management
Pennsylvania
$243K +$282K +2,494 New
C
313
Cerebellum
California
$241K +$148K +1,313 +113%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$239K +$277K +2,455 New
NJBEST
315
New Jersey Better Educational Savings Trust
New Jersey
$234K
CB
316
Cadence Bank
Mississippi
$233K -$2.6K -23 -1%
LPL Financial
317
LPL Financial
California
$232K -$514K -4,555 -66%
NIPH
318
NN Investment Partners Holdings
Netherlands
$232K +$269K +2,382 New
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$228K +$54K +478 +26%
MCM
320
MAI Capital Management
Ohio
$227K
Allianz Asset Management
321
Allianz Asset Management
Germany
$224K -$4.84M -42,855 -95%
ACM
322
AlphaCrest Capital Management
New York
$224K +$260K +2,300 New
KRS
323
Kentucky Retirement Systems
Kentucky
$223K +$1.81K +16 +0.7%
GAM
324
Guinness Asset Management
United Kingdom
$223K +$2.6K +23 +1%
MIFH
325
Migdal Insurance & Financial Holdings
Israel
$215K +$34.4K +305 +16%

AMG Hedge Fund Activity: Q4 2018 in Review

451 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2018, worth a combined $4.84B — down 28% from $6.72B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of AMG and 70 opened new positions — a net loss of 39 holders — while 181 trimmed existing stakes and 151 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $159M. The largest seller was Citadel Advisors, cutting an estimated $138M.

  • 451 institutional investors held Affiliated Managers Group (AMG) as of Q4 2018, down from 491 in Q3 2018.
  • Funds reported $4.84B of Affiliated Managers Group stock for Q4 2018, down 28% quarter-over-quarter.
  • 70 funds opened new Affiliated Managers Group positions in Q4 2018 and 109 closed out, a net change of -39 holders.
  • The largest Affiliated Managers Group buyer in Q4 2018 was EdgePoint Investment Group, an estimated $159M added.
  • The largest Affiliated Managers Group seller in Q4 2018 was Citadel Advisors, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2018.