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Affiliated Managers Group
AMG

Overview Fund Activity

345 hedge funds and large institutions have $4.04B invested in Affiliated Managers Group in 2019 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 135 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-7
Holders Change %
-1.99%
% of All Funds
6.81%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
69
Increased
107
Reduced
135
Closed
66
Calls
$3.54M
Puts
$9.69M
Net Calls
-$6.15M
Net Calls Change
+$16.1M

Top Buyers

1
BlackRock
BlackRock
New York
$388M
2
Truist Financial
Truist Financial
North Carolina
$57M
3
EIG
EdgePoint Investment Group
Ontario, Canada
$688M
4
LCP
LGT Capital Partners
Switzerland
$73.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$149M

Top Sellers

1
State Street
State Street
Massachusetts
$143M
2
Vanguard Group
Vanguard Group
Pennsylvania
$373M
3
Invesco
Invesco
Georgia
$53M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$56.4M
5
NC
Nicholas Company
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
326
Ellevest Inc
New York
$3K +$3K +39 New
EW
327
Evoke Wealth
California
$2.46K +$424 +5 +21%
EWA
328
Evolution Wealth Advisors
Florida
$2K -$846 -11 -30%
EARNEST Partners
329
EARNEST Partners
Georgia
$2K – – –
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
BFEC
331
Benjamin F. Edwards & Company
Missouri
$2K – – –
BWM
332
BerganKDV Wealth Management
Minnesota
$2K +$1.3K +15 +188%
TWA
333
TCI Wealth Advisors
Arizona
$2K +$2K +25 New
AIM
334
Anchor Investment Management
South Carolina
$1.36K – – –
EFSCE
335
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GWS
336
Glassman Wealth Services
Virginia
$1K – – –
Walleye Capital
337
Walleye Capital
New York
$1K +$1K +7 New
LPWM
338
Lake Point Wealth Management
Texas
$1K +$1K +13 New
KFS
339
Kelly Financial Services
Massachusetts
$847 – – –
NC
340
Nicholas Company
Wisconsin
– -$25.5M -305,435 Closed
JIM
341
Jupiter Investment Management
United Kingdom
– -$12.8M -153,563 Closed
Teacher Retirement System of Texas
342
Teacher Retirement System of Texas
Texas
– -$9.68M -116,146 Closed
AAF
343
Andra AP-fonden
Sweden
– -$4.2M -50,400 Closed
EIA
344
Edgemoor Investment Advisors
Maryland
– -$3.47M -41,646 Closed
Chevy Chase Trust
345
Chevy Chase Trust
Maryland
– -$3.44M -41,260 Closed
BPIM
346
Brant Point Investment Management
New York
– -$2.89M -34,700 Closed
PP
347
Prudential plc
United Kingdom
– -$2.67M -32,195 Closed
PAMU
348
Pictet Asset Management (UK)
United Kingdom
– -$2.21M -26,513 Closed
Asset Management One
349
Asset Management One
Japan
– -$2.13M -25,538 Closed
Adage Capital Partners
350
Adage Capital Partners
Massachusetts
– -$1.84M -22,125 Closed
12 13
14
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