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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
326
Federated Hermes
Pennsylvania
$402K +$125K +893 +56%
KRSITF
327
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$397K +$58.5K +419 +21%
TCM
328
Tran Capital Management
California
$386K -$869K -6,232 -72%
FTIOP
329
Fiduciary Trust International of Pennsylvania
Pennsylvania
$382K
YP
330
Yellowstone Partners
Idaho
$373K +$321K +2,300 New
Nordea Investment Management
331
Nordea Investment Management
Sweden
$362K +$37.2K +267 +14%
TMAM
332
Tokio Marine Asset Management
Japan
$358K
QAM
333
Quantres Asset Management
Cayman Islands
$357K +$307K +2,200 New
SO
334
STRS Ohio
Ohio
$354K +$27.8K +199 +10%
AB
335
Amalgamated Bank
New York
$352K +$72K +516 +31%
Wellington Management Group
336
Wellington Management Group
Massachusetts
$338K +$290K +2,080 New
NMIMC
337
Northwestern Mutual Investment Management Company
Wisconsin
$335K -$900K -6,448 -76%
TF
338
Tompkins Financial
New York
$331K +$43.9K +315 +18%
BUB
339
BBVA USA Bancshares
Texas
$329K -$23.7K -170 -8%
LIC
340
Lodestar Investment Counsel
Illinois
$328K +$282K +2,022 New
TFCP
341
Twin Focus Capital Partners
Massachusetts
$325K
UB
342
UMB Bank
Missouri
$319K -$419 -3 -0.2%
GW
343
GW & Wade
Massachusetts
$316K -$1.4K -10 -0.5%
PCM
344
Pointe Capital Management
Michigan
$312K
SIM
345
Sentry Investment Management
Wisconsin
$303K
HNB
346
Huntington National Bank
Ohio
$300K -$826K -5,918 -81%
CA
347
Commerzbank Aktiengesellschaft
Germany
$291K -$243K -1,739 -49%
ARMT
348
Amica Retiree Medical Trust
Rhode Island
$289K +$119K +850 +91%
PCM
349
Prelude Capital Management
New York
$286K -$1.67M -11,983 -87%
RWA
350
Ropes Wealth Advisors
Massachusetts
$284K

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.