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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LCH
326
Lee Capital Holdings
New York
$410K
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$405K +$14K +95 +3%
NB
328
Nicolet Bankshares
Wisconsin
$394K -$17.3K -117 -4%
ST
329
Somerset Trust
Pennsylvania
$394K -$443 -3 -0.1%
SLAM
330
Swiss Life Asset Management
$387K +$419K +2,834 New
GIA
331
Gateway Investment Advisers
Ohio
$386K -$10.2K -69 -2%
BCM
332
BlueCrest Capital Management
Jersey
$384K +$415K +2,808 New
Pacer Advisors
333
Pacer Advisors
Pennsylvania
$376K +$45.2K +306 +13%
CTA
334
Chesley Taft & Associates
Illinois
$374K
GAMA
335
Graticule Asia Macro Advisors
New York
$369K +$399K +2,700 New
LIA
336
LS Investment Advisors
Michigan
$354K +$32.9K +223 +9%
Wellington Management Group
337
Wellington Management Group
Massachusetts
$351K +$155K +1,050 +69%
HA
338
Harbor Advisors
Florida
$342K
HIM
339
Hillsdale Investment Management
Ontario, Canada
$338K +$7.38K +50 +2%
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$336K -$103K -700 -22%
JT
341
Jump Trading
Illinois
$335K +$362K +2,453 New
CB
342
Cadence Bank
Mississippi
$330K +$15.8K +107 +5%
NJBEST
343
New Jersey Better Educational Savings Trust
New Jersey
$328K +$59.1K +400 +20%
Simplex Trading
344
Simplex Trading
Illinois
$325K +$13K +88 +4%
ST
345
Smithfield Trust
Pennsylvania
$324K -$17K -115 -5%
MCM
346
MAI Capital Management
Ohio
$319K -$591 -4 -0.2%
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$317K -$3.1K -21 -0.9%
II
348
IFM Investors
Australia
$316K +$56.9K +385 +20%
KRS
349
Kentucky Retirement Systems
Kentucky
$311K -$4.58K -31 -1%
GAM
350
Guinness Asset Management
United Kingdom
$310K +$60.4K +409 +22%

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.