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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
301
Flagship Harbor Advisors
Massachusetts
$107K
LTFS
302
Ladenburg Thalmann Financial Services
Florida
$100K -$14.8K -151 -12%
Federated Hermes
303
Federated Hermes
Pennsylvania
$90K -$4.91K -50 -5%
Victory Capital Management
304
Victory Capital Management
Texas
$83K -$7.78M -79,258 -99%
SWA
305
Sutton Wealth Advisors
Florida
$82.7K
AIP
306
Ameritas Investment Partners
Nebraska
$82K -$14.5K -148 -14%
CIA
307
CSat Investment Advisory
Michigan
$78K +$32.6K +332 +64%
TC
308
Truvestments Capital
Florida
$74K +$79K +805 New
CFG
309
Citizens Financial Group
Rhode Island
$70K -$10.4K -106 -12%
MERSOM
310
Municipal Employees' Retirement System of Michigan
Michigan
$65K -$680K -6,930 -91%
SO
311
STRS Ohio
Ohio
$64K
SIA
312
Sit Investment Associates
Minnesota
$62K -$422K -4,300 -86%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$61K -$981 -10 -2%
RIM
314
Rampart Investment Management
Connecticut
$61K +$18.5K +189 +40%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$58K +$28.5K +290 +85%
O
316
Ossiam
France
$48K +$50.9K +519 New
S
317
SignatureFD
Georgia
$45K -$18.5K -189 -28%
VRM
318
Vectors Research Management
New York
$44K
AG
319
Advisor Group
Arizona
$43K -$51.8K -528 -53%
LS
320
Livforsakringsbolaget Skandia
Sweden
$43K
LB
321
Legacy Bridge
Iowa
$42K
QCG
322
Quadrant Capital Group
Ohio
$39K +$23.2K +236 +108%
VFA
323
Valeo Financial Advisors
Indiana
$38K -$499K -5,084 -93%
BWA
324
BDO Wealth Advisors
Florida
$37K +$39.2K +400 New
RWA
325
Ropes Wealth Advisors
Massachusetts
$35K -$120K -1,225 -77%

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.