AMG icon

Affiliated Managers Group
AMG

Overview Fund Activity

519 hedge funds and large institutions have $8B invested in Affiliated Managers Group in 2016 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 183 increasing their positions, 192 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+27
Holders Change %
+5.49%
% of All Funds
12.99%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.23%
New
85
Increased
183
Reduced
192
Closed
45
Calls
$59.4M
Puts
$72.2M
Net Calls
-$12.8M
Net Calls Change
+$15.9M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283M
2
EIG
EdgePoint Investment Group
Ontario, Canada
$73.4M
3
IC
Institutional Capital
Illinois
$73.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$109M
5
PIM
Perkins Investment Management
Illinois
$43.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$298K
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$772K
3
Marshall Wace
Marshall Wace
United Kingdom
$57.1M
4
Franklin Resources
Franklin Resources
California
$60.5M
5
Morgan Stanley
Morgan Stanley
New York
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
326
Cognios Capital
Kansas
$630K -$225K -1,553 -26%
Los Angeles Capital Management
327
Los Angeles Capital Management
California
$629K -$142K -980 -18%
GIM
328
Goelzer Investment Management
Indiana
$625K +$625K +4,300 New
Capital Fund Management (CFM)
329
Capital Fund Management (CFM)
France
$625K +$625K +4,300 New
ARMT
330
Amica Retiree Medical Trust
Rhode Island
$623K +$113K +778 +22%
IRF
331
IBM Retirement Fund
New York
$620K -$108K -743 -15%
DCM
332
Dynamic Capital Management
Jersey
$612K +$612K +4,212 New
OPCM
333
Osborne Partners Capital Management
California
$607K -$14.5K -100 -2%
WF
334
Welch & Forbes
Massachusetts
$592K +$592K +4,074 New
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$587K +$3.63K +25 +0.6%
ERSOT
336
Employees Retirement System of Texas
Texas
$581K – – –
DRZID
337
DePrince Race & Zollo Inc (DRZ)
Florida
$581K +$581K +4,000 New
KRS
338
Kentucky Retirement Systems
Kentucky
$578K -$20.2K -139 -3%
PCM
339
Palisade Capital Management
New Jersey
$571K -$230K -1,582 -29%
LPL Financial
340
LPL Financial
California
$558K +$79.4K +544 +17%
SLI
341
Sumitomo Life Insurance
Japan
$555K -$1.02M -7,010 -65%
WIS
342
Wright Investors Service
Connecticut
$551K +$169K +1,165 +44%
ST
343
Somerset Trust
Pennsylvania
$547K -$19.5K -134 -3%
CFG
344
Citizens Financial Group
Rhode Island
$546K -$95.1K -655 -15%
CIM
345
Calvert Investment Management
Maryland
$541K -$51.7K -356 -9%
PAM
346
Princeton Alpha Management
New Jersey
$536K +$331K +2,283 +162%
PP
347
Patten & Patten
Tennessee
$531K -$29.8K -205 -5%
MCM
348
Maple Capital Management
Vermont
$517K -$83.6K -575 -14%
LMGAM
349
Liberty Mutual Group Asset Management
Massachusetts
$509K +$94.5K +650 +23%
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$508K -$110K -758 -18%
12 13
14
15 16