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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
WG
351
Winton Group
United Kingdom
-$306K -3,612 Closed
SEI Investments
352
SEI Investments
Pennsylvania
-$302K -3,505 Closed
PA
353
Profund Advisors
Maryland
-$291K -3,439 Closed
WAM
354
World Asset Management
Michigan
-$258K -3,050 Closed
TC
355
TwinBeech Capital
New York
-$252K -2,978 Closed
M&T Bank
356
M&T Bank
New York
-$251K -2,974 Closed
PCMC
357
Paragon Capital Management (Colorado)
Colorado
-$238K -2,806 Closed
NB
358
Nicolet Bankshares
Wisconsin
-$236K -2,782 Closed
RJFSA
359
Raymond James Financial Services Advisors
Florida
-$235K -2,766 Closed
OI
360
Oakbrook Investments
Illinois
-$229K -2,700 Closed
VFA
361
Voya Financial Advisors
Connecticut
-$221K -2,618 Closed
IIC
362
Integrated Investment Consultants
Michigan
-$214K -2,530 Closed
HA
363
Harbor Advisors
Florida
-$212K -2,500 Closed
SCM
364
Shapiro Capital Management
Georgia
-$212K -2,500 Closed
RVPG
365
Relative Value Partners Group
-$207K -2,445 Closed
CB
366
Commerce Bank
Missouri
-$202K -2,387 Closed
CIBC Asset Management
367
CIBC Asset Management
Ontario, Canada
-$202K -2,385 Closed
KBC Group
368
KBC Group
Belgium
-$153K -1,811 Closed
MWNA
369
Marshall Wace North America
New York
-$142K -1,679 Closed
MA
370
MUFG Americas
New York
-$103K -1,221 Closed
MME
371
Meag Munich Ergo
Germany
-$77K -913 Closed
AIM
372
Aigen Investment Management
New York
-$61K -719 Closed
KWM
373
Keebeck Wealth Management
Illinois
-$44K -525 Closed
RIM
374
Rampart Investment Management
Connecticut
-$38K -448 Closed
PCM
375
Prelude Capital Management
New York
-$33K -387 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.