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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
376
Sheets Smith Wealth Management
North Carolina
$233K
FWCM
377
Ferguson Wellman Capital Management
Oregon
$232K -$48.7K -274 -18%
AP
378
Advisor Partners
California
$230K +$1.07K +6 +0.5%
PG
379
PEAK6 Group
Illinois
$227K -$1.19M -6,688 -85%
AIP
380
Ameritas Investment Partners
Nebraska
$227K
CS
381
Cannell & Spears
New York
$221K +$207K +1,165 New
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$219K +$205K +1,153 New
MML Investors Services
383
MML Investors Services
Massachusetts
$219K +$205K +1,155 New
GIA
384
GHP Investment Advisors
Colorado
$217K +$204K +1,144 New
VFA
385
Voya Financial Advisors
Connecticut
$214K +$201K +1,128 New
PA
386
Parallel Advisors
California
$210K -$138K -775 -40%
GXMC
387
Global X Management Company
New York
$210K +$22.4K +126 +13%
NA
388
NewEdge Advisors
Louisiana
$210K +$177K +997 +1,187%
EMFAT
389
Emerald Mutual Fund Advisers Trust
Pennsylvania
$207K -$57.5K -323 -23%
CI
390
Conning Inc
Connecticut
$203K +$191K +1,071 New
LS
391
Livforsakringsbolaget Skandia
Sweden
$202K
HB
392
Homrich & Berg
Georgia
$202K +$190K +1,066 New
DLA
393
Douglas Lane & Associates
New York
$200K +$188K +1,055 New
SC
394
SRB Corp
Massachusetts
$194K -$30.1K -169 -14%
CPP
395
Crow Point Partners
Massachusetts
$192K -$179K -1,005 -50%
AG
396
Advisor Group
Arizona
$190K +$49.5K +278 +39%
SWA
397
Sutton Wealth Advisors
Florida
$171K
MM
398
Midas Management
New York
$171K
FANJ
399
Financial Architects (New Jersey)
New Jersey
$158K
PMAM
400
Picton Mahoney Asset Management
Ontario, Canada
$156K -$4.45K -25 -3%

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.