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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
351
Fieldpoint Private Securities
Connecticut
$8K +$9.03K +92 New
GAM
352
Gemmer Asset Management
California
$7K
CFB
353
Cullen/Frost Bankers
Texas
$7K +$7.46K +76 New
NCM
354
Next Capital Management
New York
$7K +$7.95K +81 New
PA
355
Parallel Advisors
California
$6K +$785 +8 +14%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$6K +$3.92K +40 +160%
SFG
357
SevenBridge Financial Group
Pennsylvania
$5K
WTC
358
WhitTier Trust Company
Nevada
$5K
PCP
359
Proficio Capital Partners
Massachusetts
$4K -$22K -224 -84%
GWS
360
Glassman Wealth Services
Virginia
$4K +$98 +1 +3%
Rockefeller Capital Management
361
Rockefeller Capital Management
New York
$3K -$24.7K -252 -89%
Bessemer Group
362
Bessemer Group
New Jersey
$3K -$18.2K -185 -86%
AC
363
Avestar Capital
New York
$3K -$491 -5 -12%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$3K
PCG
365
Private Capital Group
Connecticut
$3K +$1.86K +19 New
FBT
366
First Bank & Trust
South Dakota
$3K +$3.14K +32 New
LC
367
Lindbrook Capital
California
$2K -$13.4K -137 -85%
PFBT
368
Parkside Financial Bank & Trust
Missouri
$2K -$7.36K -75 -76%
EFSCE
369
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$2.55K -26 -57%
EARNEST Partners
370
EARNEST Partners
Georgia
$2K
FRA
371
Front Row Advisors
California
$2K
NFG
372
Next Financial Group
Texas
$2K
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$2K +$1.28K +13 +144%
LGWM
374
Litman Gregory Wealth Management
California
$2K +$1.67K +17 New
MAM
375
Meeder Asset Management
Ohio
$2K +$2.26K +23 New

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.