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Affiliated Managers Group
AMG

Overview Fund Activity

345 hedge funds and large institutions have $4.04B invested in Affiliated Managers Group in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 135 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-7
Holders Change %
-1.99%
% of All Funds
6.81%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
69
Increased
107
Reduced
135
Closed
66
Calls
$3.54M
Puts
$9.69M
Net Calls
-$6.15M
Net Calls Change
+$16.1M

Top Buyers

1
BlackRock
BlackRock
New York
$388M
2
Truist Financial
Truist Financial
North Carolina
$57M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$688M
4
LCP
LGT Capital Partners
Switzerland
$73.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$149M

Top Sellers

1
State Street
State Street
Massachusetts
$143M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
Invesco
Invesco
Georgia
$53M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.4M
5
NC
Nicholas Company
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
301
MCF Advisors
Kentucky
$13K -$6.5K -75 -33%
IRC
302
Investors Research Corp
Georgia
$13K – – –
WCG
303
Weaver Consulting Group
California
$13K – – –
WEC
304
Winslow Evans & Crocker
Massachusetts
$12K – – –
WT
305
Whittier Trust
California
$12K +$671 +8 +6%
ZB
306
Zions Bancorporation
Utah
$11K -$98.9K -1,160 -90%
CIA
307
CSat Investment Advisory
Michigan
$11K -$78.1K -909 -88%
HR
308
Howe & Rusling
New York
$11K -$10.6K -130 -49%
PB
309
Pinnacle Bancorp
Nebraska
$11K – – –
BCA
310
Berman Capital Advisors
Georgia
$10K -$909 -11 -8%
PFBT
311
Parkside Financial Bank & Trust
Missouri
$10K +$1.21K +14 +14%
Mitsubishi UFJ Trust & Banking
312
Mitsubishi UFJ Trust & Banking
Japan
$8K -$2.98M -37,249 -100%
SPIA
313
Steward Partners Investment Advisory
New York
$8K – – –
SAM
314
S.A. Mason
Michigan
$8K +$8K +100 New
FP
315
Financial Perspectives
Minnesota
$7.46K +$7.46K +88 New
M
316
Mirova
France
$7K +$7K +79 New
VRM
317
Vectors Research Management
New York
$6K -$32K -400 -84%
CWP
318
CFM Wealth Partners
Texas
$6K +$6K +65 New
GAM
319
Gemmer Asset Management
California
$5K -$508 -6 -9%
WTC
320
WhitTier Trust Company
Nevada
$5K – – –
IA
321
IFP Advisors
Florida
$5K +$4.15K +54 +491%
LP
322
LMR Partners
United Kingdom
$4.33K +$4.33K +51,119 New
BL
323
Balentine LLC
Georgia
$4K – – –
MAM
324
Meeder Asset Management
Ohio
$3K -$600 -7 -17%
OPS
325
Orion Portfolio Solutions
Nebraska
$3K +$3K +35 New
11 12
13
14 15