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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
376
Oppenheimer & Co
New York
$211K -$3.35K -24 -2%
CC
377
ClearArc Capital
Ohio
$211K -$1.4K -10 -0.8%
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$211K
PIA
379
Piedmont Investment Advisors
North Carolina
$205K -$3.35K -24 -2%
PA
380
Profund Advisors
Maryland
$202K -$51.2K -367 -23%
Brown Advisory
381
Brown Advisory
Maryland
$200K +$171K +1,229 New
EOJOAM
382
E. Ohman J:or Asset Management
Sweden
$195K
IIC
383
Integrated Investment Consultants
Michigan
$193K +$171K +1,225 New
MSV
384
MN Services Vermogensbeheer
Netherlands
$192K +$188K +1,345 New
SC
385
SRB Corp
Massachusetts
$168K +$145K +1,036 New
CLM
386
ClearBridge LLC (Maryland)
Maryland
$164K +$50.2K +360 +55%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$162K
Pacer Advisors
388
Pacer Advisors
Pennsylvania
$161K +$8.23K +59 +6%
LTFS
389
Ladenburg Thalmann Financial Services
Florida
$160K +$5.3K +38 +4%
SWA
390
Sutton Wealth Advisors
Florida
$146K +$126K +902 New
MM
391
Midas Management
New York
$146K +$126K +900 New
WAM
392
Wealthspire Advisors (Maryland)
Maryland
$137K -$8.79K -63 -7%
QI
393
QS Investors
New York
$131K +$279 +2 +0.2%
First Manhattan
394
First Manhattan
New York
$98K
MWP
395
MYCIO Wealth Partners
Pennsylvania
$97K +$83K +595 New
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$93K -$3.88M -27,788 -98%
HCC
397
Hirtle Callaghan & Co
Pennsylvania
$86K -$5.58K -40 -7%
WTB
398
Washington Trust Bank
Washington
$85K
MAM
399
Mizuho Asset Management
Japan
$81K -$38.8K -278 -42%
Geode Capital Management
400
Geode Capital Management
Massachusetts
$71.3K +$84.5K +606 +0.1%

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.