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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
376
Sumitomo Mitsui Financial Group
Japan
$277K +$284K +1,460 New
PA
377
Profund Advisors
Maryland
$269K -$87.5K -449 -24%
GXMC
378
Global X Management Company
New York
$267K +$6.23K +32 +2%
Fayez Sarofim & Co
379
Fayez Sarofim & Co
Texas
$265K
N
380
Nuveen
North Carolina
$265K +$3.51K +18 +1%
ARMT
381
Amica Retiree Medical Trust
Rhode Island
$262K -$171K -880 -39%
W
382
Wealthfront
California
$261K -$24K -123 -8%
CC
383
ClearArc Capital
Ohio
$261K -$12.7K -65 -5%
TF
384
Tompkins Financial
New York
$256K
AP
385
Advisor Partners
California
$252K -$8.18K -42 -3%
DTL
386
Dynamic Technology Lab
Singapore
$247K +$254K +1,304 New
EOJOAM
387
E. Ohman J:or Asset Management
Sweden
$246K
HS
388
HighVista Strategies
Massachusetts
$246K -$19.5K -100 -7%
Jane Street
389
Jane Street
New York
$243K -$431K -2,213 -63%
RIM
390
Ranger Investment Management
Texas
$241K
CG
391
Colony Group
Massachusetts
$241K +$36.8K +189 +18%
IIC
392
Integrated Investment Consultants
Michigan
$238K +$245K +1,256 New
KRSITF
393
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$237K -$44.4K -228 -15%
ZCA
394
Zeke Capital Advisors
Pennsylvania
$235K
SSWM
395
Sheets Smith Wealth Management
North Carolina
$233K
IRF
396
IBM Retirement Fund
New York
$231K +$237K +1,217 New
AIP
397
Ameritas Investment Partners
Nebraska
$228K
CNBT
398
Canandaigua National Bank & Trust
New York
$225K +$37K +190 +19%
CS
399
Cannell & Spears
New York
$221K
LNWWM
400
Laird Norton Wetherby Wealth Management
California
$218K +$779 +4 +0.3%

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.