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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$28K
ADL
327
Asset Dedication LLC
California
$24K +$6.48K +66 +33%
BCA
328
Berman Capital Advisors
Georgia
$24K +$17.6K +179 +197%
CFA
329
Carroll Financial Associates
North Carolina
$23K +$24.4K +249 +4,150%
LA
330
Legacy Advisors
Pennsylvania
$21K
SF
331
Synovus Financial
Georgia
$21K
MA
332
MCF Advisors
Kentucky
$21K +$7.36K +75 +50%
CAW
333
Cornerstone Advisors (Washington)
Washington
$17K +$1.08K +11 +7%
FANJ
334
Financial Architects (New Jersey)
New Jersey
$16K -$150K -1,531 -90%
AOWM
335
Alpha Omega Wealth Management
Virginia
$15K
RCAG
336
Rehmann Capital Advisory Group
Michigan
$14.7K
GLI
337
Guardian Life Insurance
New York
$14K
WCG
338
Weaver Consulting Group
California
$14K
IRC
339
Investors Research Corp
Georgia
$14K +$14.7K +150 New
ClearBridge Investments
340
ClearBridge Investments
New York
$13K -$1.96M -19,994 -99%
CAGAS
341
Capital Advisory Group Advisory Services
Minnesota
$13K
PB
342
Pinnacle Bancorp
Nebraska
$12K
WT
343
Whittier Trust
California
$12K
WEC
344
Winslow Evans & Crocker
Massachusetts
$12K
LFG
345
Larson Financial Group
Missouri
$12K +$98 +1 +0.8%
SPIA
346
Steward Partners Investment Advisory
New York
$10K +$11.1K +113 New
TRCT
347
Tower Research Capital (TRC)
New York
$9K -$226K -2,299 -96%
CBOA
348
Commonwealth Bank of Australia
Australia
$9K -$1.47K -15 -13%
ACS
349
Archford Capital Strategies
Illinois
$9K
DWM
350
Doyle Wealth Management
Florida
$9K +$9.32K +95 New

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.