We are live on ! Find out more
AMG icon

Affiliated Managers Group

468 hedge funds and large institutions have $10.9B invested in Affiliated Managers Group in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

1% more funds holding

Funds holding: 462468 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $11.4B → $10.9B (-$507M)

2.42% less ownership

Funds ownership: 100.24%97.82% (-2.4%)

15% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $19.7M

21% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 199

Holders
468
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
13.58%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
48
Increased
157
Reduced
199
Closed
35
Calls
$16.8M
Puts
$19.7M
Net Calls
-$2.89M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
376
Waldron Private Wealth
Pennsylvania
$271K -$56.3K -276 -17%
BA
377
Bridgewater Associates
Connecticut
$266K +$271K +1,326 New
Fayez Sarofim & Co
378
Fayez Sarofim & Co
Texas
$263K -$79K -387 -23%
V
379
Veritable
Delaware
$263K -$49.8K -244 -16%
DADC
380
D.A. Davidson & Co
Montana
$261K -$138K -678 -34%
YMRC
381
Yorktown Management & Research Company
Virginia
$260K
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$252K +$76.7K +376 +43%
SSWM
383
Sheets Smith Wealth Management
North Carolina
$246K
EOJOAM
384
E. Ohman J:or Asset Management
Sweden
$240K
Daiwa Securities Group
385
Daiwa Securities Group
Japan
$240K
MIP
386
Marietta Investment Partners
Wisconsin
$239K -$28.2K -138 -10%
OA
387
OFI Advisors
Pennsylvania
$234K -$145K -709 -38%
Allianz Asset Management
388
Allianz Asset Management
Germany
$230K -$408 -2 -0.2%
CC
389
ClearArc Capital
Ohio
$230K +$5.3K +26 +2%
VRS
390
Virginia Retirement Systems
Virginia
$228K +$12.2K +60 +6%
GVT
391
Genesee Valley Trust
New York
$221K -$3.06K -15 -1%
JHIU
392
Janus Henderson Investors US
Colorado
$220K -$184K -900 -45%
CI
393
Constellation Investments
Ohio
$220K +$20.4K +100 +10%
GAM
394
Guinness Asset Management
United Kingdom
$218K -$20.4K -100 -8%
CCM
395
Coldstream Capital Management
Washington
$212K +$8.16K +40 +4%
Capital Fund Management (CFM)
396
Capital Fund Management (CFM)
France
$210K -$11.8K -58 -5%
Toronto Dominion Bank
397
Toronto Dominion Bank
Ontario, Canada
$210K +$1.22K +6 +0.6%
LBG
398
Lloyds Banking Group
United Kingdom
$210K +$214K +1,049 New
CI
399
Conning Inc
Connecticut
$210K +$214K +1,050 New
PAM
400
PartnerRe Asset Management
Connecticut
$205K -$32.2K -158 -13%

AMG Hedge Fund Activity: Q3 2014 in Review

468 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2014, worth a combined $10.9B — down 4.5% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AMG positions and 35 closed out — a net gain of 13 holders — while 157 added to existing stakes and 199 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $89M. The largest seller was Atlanta Capital Management, cutting an estimated $118M.

  • 468 institutional investors held Affiliated Managers Group (AMG) as of Q3 2014, up from 462 in Q2 2014.
  • Funds reported $10.9B of Affiliated Managers Group stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2014 and 35 closed out, a net change of +13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2014 was JP Morgan Chase, an estimated $89M added.
  • The largest Affiliated Managers Group seller in Q3 2014 was Atlanta Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2014.