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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
O
351
OppenheimerFunds
New York
$305K +$54K +366 +20%
LMGAM
352
Liberty Mutual Group Asset Management
Massachusetts
$297K
Brown Advisory
353
Brown Advisory
Maryland
$292K +$11.1K +75 +4%
TC
354
Telemus Capital
Michigan
$286K -$321K -2,173 -51%
PAM
355
Paradigm Asset Management
New York
$273K
FRM
356
Fox Run Management
Connecticut
$264K +$285K +1,932 New
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$260K +$234K +1,585 +503%
Daiwa Securities Group
358
Daiwa Securities Group
Japan
$254K +$5.91K +40 +2%
SB
359
Suntrust Banks
Georgia
$251K +$7.97K +54 +3%
PHK
360
Point72 Hong Kong
Hong Kong
$251K +$9.6K +65 +4%
Creative Planning
361
Creative Planning
Kansas
$251K +$271K +1,837 New
HF
362
HRT Financial
New York
$248K +$268K +1,815 New
QAM
363
Quantres Asset Management
Cayman Islands
$246K -$59.1K -400 -18%
MA
364
MANA Advisors
New York
$243K +$263K +1,780 New
IB
365
Intrust Bank
Kansas
$242K -$37.4K -253 -12%
Susquehanna International Group
366
Susquehanna International Group
Pennsylvania
$239K -$914K -6,187 -78%
RWA
367
Ropes Wealth Advisors
Massachusetts
$239K -$22.2K -150 -8%
DP
368
Dearborn Partners
Illinois
$234K
FANJ
369
Financial Architects (New Jersey)
New Jersey
$228K
ACM
370
Alta Capital Management
Utah
$227K +$246K +1,665 New
Mirae Asset Global Investments
371
Mirae Asset Global Investments
South Korea
$223K +$241K +1,631 New
RJT
372
Raymond James Trust
Florida
$221K +$3.84K +26 +2%
SAM
373
Seelaus Asset Management
New Jersey
$210K -$14K -95 -6%
MCM
374
Maple Capital Management
Vermont
$208K -$3.69K -25 -2%
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
$208K +$224K +1,520 New

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.