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Affiliated Managers Group
AMG

477 hedge funds and large institutions have $11.4B invested in Affiliated Managers Group in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 159 increasing their positions, 186 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

2% more funds holding

Funds holding: 468 → 477 (+9)

5% more capital invested

Capital invested by funds: $10.9B → $11.4B (+$529M)

5% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $19.6M

1.01% less ownership

Funds ownership: 97.82% → 96.81% (-1%)

15% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 186

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

Holders
477
Holders Change
+9
Holders Change %
+1.92%
% of All Funds
12.72%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
63
Increased
159
Reduced
186
Closed
46
Calls
$20.5M
Puts
$19.6M
Net Calls
+$892K
Net Calls Change
+$3.78M

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$189M
2
Victory Capital Management
Victory Capital Management
Texas
+$168M
3
DCP
DSM Capital Partners
Florida
+$108M
4
EVM
Eaton Vance Management
Massachusetts
+$80.2M
5
Goldman Sachs
Goldman Sachs
New York
+$73.3M

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$70.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$67.2M
4
FAM
Fred Alger Management
New York
-$42.7M
5
ACM
Apex Capital Management
Ohio
-$42.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
376
Wright Investors Service
Connecticut
$273K +$255K +1,285 New
PI
377
Putnam Investments
Massachusetts
$268K -$197K -993 -44%
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$266K -$795 -4 -0.3%
CI
379
Conning Inc
Connecticut
$263K +$37.7K +190 +18%
Belvedere Trading
380
Belvedere Trading
Illinois
$263K +$246K +1,240 New
SSWM
381
Sheets Smith Wealth Management
North Carolina
$260K – – –
Brown Advisory
382
Brown Advisory
Maryland
$258K +$242K +1,219 New
EOJOAM
383
E. Ohman J:or Asset Management
Sweden
$256K – – –
TAM
384
Tocqueville Asset Management
New York
$255K -$139K -700 -37%
Daiwa Securities Group
385
Daiwa Securities Group
Japan
$255K – – –
PAM
386
PartnerRe Asset Management
Connecticut
$251K +$32.4K +163 +16%
CC
387
ClearArc Capital
Ohio
$248K +$4.77K +24 +2%
VRS
388
Virginia Retirement Systems
Virginia
$243K +$1.19K +6 +0.5%
GG
389
Gofen & Glossberg
Illinois
$242K +$226K +1,138 New
GVT
390
Genesee Valley Trust
New York
$235K +$397 +2 +0.2%
Robeco Institutional Asset Management
391
Robeco Institutional Asset Management
Netherlands
$234K +$88.2K +444 +67%
CI
392
Constellation Investments
Ohio
$233K – – –
JHIU
393
Janus Henderson Investors US
Colorado
$233K – – –
TH
394
Timber Hill
Connecticut
$233K +$218K +1,096 New
V
395
Veritable
Delaware
$232K -$43.5K -219 -17%
GAM
396
Guinness Asset Management
United Kingdom
$231K – – –
FWCM
397
Ferguson Wellman Capital Management
Oregon
$231K +$217K +1,090 New
CCM
398
Coldstream Capital Management
Washington
$224K – – –
Allianz Asset Management
399
Allianz Asset Management
Germany
$221K -$20.7K -104 -9%
AIP
400
Ameritas Investment Partners
Nebraska
$216K – – –
14 15
16
17 18

AMG Hedge Fund Activity: Q4 2014 in Review

477 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2014, worth a combined $11.4B — up 4.9% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 46 closed out — a net gain of 17 holders — while 159 added to existing stakes and 186 trimmed.

The largest buyer was UBS AM, adding an estimated $189M. The largest seller was TIAA CREF Investment Management, cutting an estimated $121M.

  • 477 institutional investors held Affiliated Managers Group (AMG) as of Q4 2014, up from 468 in Q3 2014.
  • Funds reported $11.4B of Affiliated Managers Group stock for Q4 2014, up 4.9% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q4 2014 and 46 closed out, a net change of +17 holders.
  • The largest Affiliated Managers Group buyer in Q4 2014 was UBS AM, an estimated $189M added.
  • The largest Affiliated Managers Group seller in Q4 2014 was TIAA CREF Investment Management, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2014.