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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
326
Tredje AP-fonden
Sweden
$435K +$90.7K +510 +29%
SI
327
Stephens Inc
Arkansas
$434K +$6.94K +39 +2%
LIC
328
Lodestar Investment Counsel
Illinois
$433K
ARMT
329
Amica Retiree Medical Trust
Rhode Island
$430K -$360K -2,025 -47%
CI
330
Cigna Investments
Connecticut
$410K -$24.9K -140 -6%
PP
331
Paloma Partners
Connecticut
$406K -$1.77M -9,963 -82%
RJT
332
Raymond James Trust
Florida
$398K +$40K +225 +12%
FIB
333
First Interstate Bank
Montana
$396K
Fifth Third Bancorp
334
Fifth Third Bancorp
Ohio
$394K -$86.1K -484 -19%
O
335
OppenheimerFunds
New York
$382K -$8.54K -48 -2%
TFCP
336
Twin Focus Capital Partners
Massachusetts
$380K
Capstone Investment Advisors
337
Capstone Investment Advisors
New York
$376K +$353K +1,985 New
RWA
338
Ropes Wealth Advisors
Massachusetts
$361K +$26.7K +150 +9%
CONA
339
Capital One National Association
New York
$348K +$326K +1,831 New
ZB
340
Zions Bancorporation
Utah
$344K +$322K +1,810 New
DP
341
Dearborn Partners
Illinois
$342K -$1.08M -6,081 -77%
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$338K +$58.7K +330 +23%
GAM
343
Guinness Asset Management
United Kingdom
$336K +$53.4K +300 +20%
AAM
344
Advisors Asset Management
Colorado
$334K +$26.5K +149 +9%
Janney Montgomery Scott
345
Janney Montgomery Scott
Pennsylvania
$331K -$4.98K -28 -2%
B
346
BancorpSouth
Mississippi
$331K +$9.07K +51 +3%
MCM
347
Maple Capital Management
Vermont
$326K -$147K -825 -32%
GW
348
GW & Wade
Massachusetts
$320K
CIM
349
Contravisory Investment Management
Massachusetts
$309K +$890 +5 +0.3%
WP
350
WMS Partners
Maryland
$304K

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.