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Affiliated Managers Group

353 hedge funds and large institutions have $4.09B invested in Affiliated Managers Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 153 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.16% more ownership

Funds ownership: 94.75%96.92% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $4.47B → $4.09B (-$378M)

9% less funds holding

Funds holding: 389353 (-36)

32% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 153

50% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 70

75% less call options, than puts

Call options by funds: $7.51M | Put options by funds: $29.8M

Holders
353
Holders Change
-36
Holders Change %
-9.25%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
104
Reduced
153
Closed
70
Calls
$7.51M
Puts
$29.8M
Net Calls
-$22.2M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
326
WhitTier Trust Company
Nevada
$5K
QCG
327
Quadrant Capital Group
Ohio
$4K -$33.4K -400 -88%
MAM
328
Meeder Asset Management
Ohio
$4K +$1.59K +19 +83%
BL
329
Balentine LLC
Georgia
$4K +$4.01K +48 New
Bessemer Group
330
Bessemer Group
New Jersey
$3K
EWA
331
Evolution Wealth Advisors
Florida
$3K +$3.09K +37 New
BFEC
332
Benjamin F. Edwards & Company
Missouri
$2K -$3.34K -40 -62%
EARNEST Partners
333
EARNEST Partners
Georgia
$2K
FMII
334
Farmers & Merchants Investments Inc
Nebraska
$2K
NFG
335
Next Financial Group
Texas
$2K
EW
336
Evoke Wealth
California
$2K +$2K +24 New
HGWM
337
Harvest Group Wealth Management
Massachusetts
$2K +$2.17K +26 New
AIM
338
Anchor Investment Management
South Carolina
$1.33K
AA
339
Advisory Alpha
Michigan
$1.08K +$1.25K +15 New
ClearBridge Investments
340
ClearBridge Investments
New York
$1K -$10.8K -129 -90%
GWS
341
Glassman Wealth Services
Virginia
$1K -$2.67K -32 -80%
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1K -12 -60%
LGWM
343
Litman Gregory Wealth Management
California
$1K -$752 -9 -53%
BWM
344
BerganKDV Wealth Management
Minnesota
$1K
CI
345
CX Institutional
Indiana
$1K
SFS
346
Sowell Financial Services
Arkansas
$1K +$585 +7 New
IA
347
IFP Advisors
Florida
$1K +$919 +11 New
WWM
348
Willingdon Wealth Management
North Carolina
$1K +$1.42K +17 New
KFS
349
Kelly Financial Services
Massachusetts
$834
GT
350
Glenmede Trust
Pennsylvania
$20

AMG Hedge Fund Activity: Q3 2019 in Review

353 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2019, worth a combined $4.09B — down 8.5% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of AMG and 35 opened new positions — a net loss of 35 holders — while 153 trimmed existing stakes and 104 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $167M. The largest seller was Vanguard Group, cutting an estimated $28.3M.

  • 353 institutional investors held Affiliated Managers Group (AMG) as of Q3 2019, down from 389 in Q2 2019.
  • Funds reported $4.09B of Affiliated Managers Group stock for Q3 2019, down 8.5% quarter-over-quarter.
  • 35 funds opened new Affiliated Managers Group positions in Q3 2019 and 70 closed out, a net change of -35 holders.
  • The largest Affiliated Managers Group buyer in Q3 2019 was EdgePoint Investment Group, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q3 2019 was Vanguard Group, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2019.