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Affiliated Managers Group

353 hedge funds and large institutions have $4.09B invested in Affiliated Managers Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 153 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.16% more ownership

Funds ownership: 94.75%96.92% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $4.47B → $4.09B (-$378M)

9% less funds holding

Funds holding: 389353 (-36)

32% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 153

50% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 70

75% less call options, than puts

Call options by funds: $7.51M | Put options by funds: $29.8M

Holders
353
Holders Change
-36
Holders Change %
-9.25%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
104
Reduced
153
Closed
70
Calls
$7.51M
Puts
$29.8M
Net Calls
-$22.2M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
301
Advisor Group
Arizona
$33K -$5.1K -61 -13%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$28K
RWA
303
Ropes Wealth Advisors
Massachusetts
$25K -$6.27K -75 -20%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$23K +$21.6K +259 +1,177%
HR
305
Howe & Rusling
New York
$22K -$2.81M -33,670 -99%
ADL
306
Asset Dedication LLC
California
$22K
CFA
307
Carroll Financial Associates
North Carolina
$20K -$501 -6 -2%
PA
308
Parallel Advisors
California
$20K +$14K +168 +251%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$20K +$17.5K +209 +674%
MA
310
MCF Advisors
Kentucky
$19K
SF
311
Synovus Financial
Georgia
$18K
S
312
SignatureFD
Georgia
$17K -$24.1K -289 -59%
RCAG
313
Rehmann Capital Advisory Group
Michigan
$13.3K
GLI
314
Guardian Life Insurance
New York
$13K
IRC
315
Investors Research Corp
Georgia
$13K
WCG
316
Weaver Consulting Group
California
$13K
CAGAS
317
Capital Advisory Group Advisory Services
Minnesota
$12K
WEC
318
Winslow Evans & Crocker
Massachusetts
$12K
BCA
319
Berman Capital Advisors
Georgia
$11K -$11.5K -138 -51%
LFG
320
Larson Financial Group
Missouri
$11K
PB
321
Pinnacle Bancorp
Nebraska
$11K
WT
322
Whittier Trust
California
$11K
PFBT
323
Parkside Financial Bank & Trust
Missouri
$9K +$6.52K +78 +325%
SPIA
324
Steward Partners Investment Advisory
New York
$8K -$1K -12 -11%
GAM
325
Gemmer Asset Management
California
$5K -$836 -10 -13%

AMG Hedge Fund Activity: Q3 2019 in Review

353 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2019, worth a combined $4.09B — down 8.5% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of AMG and 35 opened new positions — a net loss of 35 holders — while 153 trimmed existing stakes and 104 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $167M. The largest seller was Vanguard Group, cutting an estimated $28.3M.

  • 353 institutional investors held Affiliated Managers Group (AMG) as of Q3 2019, down from 389 in Q2 2019.
  • Funds reported $4.09B of Affiliated Managers Group stock for Q3 2019, down 8.5% quarter-over-quarter.
  • 35 funds opened new Affiliated Managers Group positions in Q3 2019 and 70 closed out, a net change of -35 holders.
  • The largest Affiliated Managers Group buyer in Q3 2019 was EdgePoint Investment Group, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q3 2019 was Vanguard Group, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2019.