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Affiliated Managers Group

275 hedge funds and large institutions have $3.14B invested in Affiliated Managers Group in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 98.56%98.82% (+0.25%)

5% less funds holding

Funds holding: 291275 (-16)

9% less capital invested

Capital invested by funds: $3.47B → $3.14B (-$327M)

11% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

42% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 123

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
5.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
34
Increased
71
Reduced
123
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Procyon Advisors
Connecticut
-$87K -1,161 Closed
FC
302
FORA Capital
Florida
-$86K -1,160 Closed
TI
303
tru Independence
Oregon
-$82 -1,100 Closed
Simplex Trading
304
Simplex Trading
Illinois
-$68.8K -984 Closed
TC
305
Truvestments Capital
Florida
-$53K -715 Closed
Twin Tree Management
306
Twin Tree Management
Texas
-$53K -714 Closed
Acadian Asset Management
307
Acadian Asset Management
Massachusetts
-$31K -410 Closed
WFMPM
308
Woodley Farra Manion Portfolio Management
Indiana
-$22K -300 Closed
C
309
Cerebellum
California
-$49K -240 Closed
KPW
310
Kore Private Wealth
New York
-$14K -199 Closed
SF
311
Synovus Financial
Georgia
-$13K -172 Closed
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
-$12K -164 Closed
CFG
313
Citizens Financial Group
Rhode Island
-$11K -150 Closed
MA
314
MUFG Americas
New York
-$6K -80 Closed
M
315
Mirova
France
-$6K -79 Closed
CWP
316
CFM Wealth Partners
Texas
-$4K -65 Closed
OPS
317
Orion Portfolio Solutions
Nebraska
-$3K -46 Closed
NG
318
NWK Group
California
-$2K -23 Closed
SIM
319
Sonora Investment Management
Arizona
-$1K -19 Closed
CAN
320
Cetera Advisor Networks
California
-$1K -7 Closed
HGWM
321
Harvest Group Wealth Management
Massachusetts
+$210 +3 New

AMG Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2020, worth a combined $3.14B — down 9.4% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 34 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 71 added.

The largest buyer was Atlanta Capital Management, adding an estimated $61M. The largest seller was BlackRock, cutting an estimated $23.3M.

  • 275 institutional investors held Affiliated Managers Group (AMG) as of Q3 2020, down from 291 in Q2 2020.
  • Funds reported $3.14B of Affiliated Managers Group stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q3 2020 was Atlanta Capital Management, an estimated $61M added.
  • The largest Affiliated Managers Group seller in Q3 2020 was BlackRock, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2020.