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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
351
Cadence Capital Management
Massachusetts
$368K +$378K +1,943 New
Cambridge Investment Research Advisors
352
Cambridge Investment Research Advisors
Iowa
$366K +$32.1K +165 +9%
RWA
353
Ropes Wealth Advisors
Massachusetts
$360K
GAM
354
Guinness Asset Management
United Kingdom
$354K
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$345K +$7.79K +40 +2%
O
356
OppenheimerFunds
New York
$341K -$72.8K -374 -17%
SAM
357
Seelaus Asset Management
New Jersey
$340K +$9.74K +50 +3%
PG
358
PEAK6 Group
Illinois
$335K +$111K +571 +48%
MC
359
Menta Capital
California
$330K +$339K +1,740 New
DP
360
Dearborn Partners
Illinois
$324K -$17.9K -92 -5%
CONA
361
Capital One National Association
New York
$318K -$12.1K -62 -4%
Wolverine Trading
362
Wolverine Trading
Illinois
$317K +$325K +1,670 New
FANJ
363
Financial Architects (New Jersey)
New Jersey
$316K +$163K +835 +100%
FTIOP
364
Fiduciary Trust International of Pennsylvania
Pennsylvania
$314K +$73.8K +379 +30%
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$310K -$508K -2,607 -61%
SPIA
366
Steward Partners Investment Advisory
New York
$308K +$299K +1,533 +1,614%
MC
367
Moors & Cabot
Massachusetts
$293K -$105K -537 -26%
RJT
368
Raymond James Trust
Florida
$291K -$84K -431 -22%
HH
369
Hilltop Holdings
Texas
$291K +$300K +1,539 New
GW
370
GW & Wade
Massachusetts
$286K
ANTB
371
AMG National Trust Bank
Colorado
$284K
PP
372
Paloma Partners
Connecticut
$284K +$291K +1,495 New
P
373
Pitcairn
Pennsylvania
$282K -$7.21K -37 -2%
DSC
374
Duncker Streett & Co
Missouri
$282K
Acadian Asset Management
375
Acadian Asset Management
Massachusetts
$280K +$287K +1,475 New

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.