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Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
326
Oxford Asset Management
United Kingdom
-$1.22M -14,435 Closed
PP
327
PDT Partners
New York
-$1.05M -12,432 Closed
BA
328
Bridgewater Associates
Connecticut
-$871K -10,274 Closed
SSA
329
Schonfeld Strategic Advisors
New York
-$867K -10,230 Closed
HHAM
330
HITE Hedge Asset Management
Massachusetts
-$723K -8,527 Closed
EMG
331
Ellington Management Group
Connecticut
-$720K -8,500 Closed
Rafferty Asset Management
332
Rafferty Asset Management
New York
-$677K -7,987 Closed
TCM
333
Teza Capital Management
Illinois
-$603K -7,115 Closed
WCM
334
Weld Capital Management
New York
-$577K -6,805 Closed
Coatue Management
335
Coatue Management
New York
-$576K -6,792 Closed
Verition Fund Management
336
Verition Fund Management
Connecticut
-$563K -6,642 Closed
SS
337
Sunbelt Securities
Texas
-$557K -6,570 Closed
Wealthfront Advisers
338
Wealthfront Advisers
California
-$528K -6,236 Closed
PHK
339
Point72 Hong Kong
Hong Kong
-$511K -6,034 Closed
MS
340
Maven Securities
Jersey
-$484K -5,681 Closed
Marshall Wace
341
Marshall Wace
United Kingdom
-$443K -5,229 Closed
QSS
342
Quantitative Systematic Strategies
Florida
-$441K -5,207 Closed
B
343
BP
United Kingdom
-$424K -5,000 Closed
Aberdeen Group
344
Aberdeen Group
United Kingdom
-$422K -4,989 Closed
BAMF
345
BI Asset Management Fondsmaeglerselskab
Denmark
-$420K -4,956 Closed
Walleye Trading
346
Walleye Trading
New York
-$394K -4,649 Closed
PFM
347
Parsec Financial Management
North Carolina
-$376K -4,437 Closed
UCFA
348
United Capital Financial Advisors
Texas
-$367K -4,326 Closed
First Trust Advisors
349
First Trust Advisors
Illinois
-$357K -4,217 Closed
LOAMS
350
Lombard Odier Asset Management (Switzerland)
Switzerland
-$354K -4,178 Closed

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.