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Affiliated Managers Group

529 hedge funds and large institutions have $10.8B invested in Affiliated Managers Group in 2017 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 157 increasing their positions, 180 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 38

10% more funds holding

Funds holding: 483529 (+46)

7% more capital invested

Capital invested by funds: $10.2B → $10.8B (+$664M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.71% less ownership

Funds ownership: 95.78%95.07% (-0.71%)

11% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $12.6M

13% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 180

Holders
529
Holders Change
+46
Holders Change %
+9.52%
% of All Funds
12%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
86
Increased
157
Reduced
180
Closed
38
Calls
$11.2M
Puts
$12.6M
Net Calls
-$1.41M
Net Calls Change
+$6.07M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
376
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$303K -$4.07K -21 -1%
CC
377
ClearArc Capital
Ohio
$296K +$2.33K +12 +0.8%
AP
378
Advisor Partners
California
$291K +$30.4K +157 +13%
HS
379
HighVista Strategies
Massachusetts
$287K -$38.8K -200 -13%
Fayez Sarofim & Co
380
Fayez Sarofim & Co
Texas
$287K
GCC
381
Game Creek Capital
Massachusetts
$287K +$271K +1,400 New
N
382
Nuveen
North Carolina
$284K +$268K +1,382 New
GXMC
383
Global X Management Company
New York
$283K +$52.9K +273 +25%
RFC
384
Regions Financial Corp
Alabama
$282K +$12K +62 +5%
TF
385
Tompkins Financial
New York
$277K
CCB
386
Cutter & Co Brokerage
Missouri
$271K +$10.5K +54 +4%
ASN
387
Advisory Services Network
Georgia
$271K +$245K +1,263 +2,141%
EOJOAM
388
E. Ohman J:or Asset Management
Sweden
$267K
Capital Fund Management (CFM)
389
Capital Fund Management (CFM)
France
$265K +$250K +1,289 New
Parallax Volatility Advisers
390
Parallax Volatility Advisers
California
$263K +$248K +1,280 New
FTIOP
391
Fiduciary Trust International of Pennsylvania
Pennsylvania
$262K
RIM
392
Ranger Investment Management
Texas
$261K
PAG
393
Private Advisor Group
New Jersey
$258K +$10.1K +52 +4%
ZCA
394
Zeke Capital Advisors
Pennsylvania
$254K
SSWM
395
Sheets Smith Wealth Management
North Carolina
$252K
AIP
396
Ameritas Investment Partners
Nebraska
$247K -$16.3K -84 -7%
PG
397
PEAK6 Group
Illinois
$246K +$581 +3 +0.3%
FWCM
398
Ferguson Wellman Capital Management
Oregon
$240K -$9.69K -50 -4%
CS
399
Cannell & Spears
New York
$239K
LNWWM
400
Laird Norton Wetherby Wealth Management
California
$235K -$1.16K -6 -0.5%

AMG Hedge Fund Activity: Q4 2017 in Review

529 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2017, worth a combined $10.8B — up 6.5% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new AMG positions and 38 closed out — a net gain of 48 holders — while 157 added to existing stakes and 180 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $77.5M. The largest seller was Citadel Advisors, cutting an estimated $97.3M.

  • 529 institutional investors held Affiliated Managers Group (AMG) as of Q4 2017, up from 483 in Q3 2017.
  • Funds reported $10.8B of Affiliated Managers Group stock for Q4 2017, up 6.5% quarter-over-quarter.
  • 86 funds opened new Affiliated Managers Group positions in Q4 2017 and 38 closed out, a net change of +48 holders.
  • The largest Affiliated Managers Group buyer in Q4 2017 was Schroder Investment Management Group, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q4 2017 was Citadel Advisors, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2017.