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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Anchor Investment Management
South Carolina
$1.47K -$3.04K -31 -66%
BWM
377
BerganKDV Wealth Management
Minnesota
$1K -$687 -7 -47%
LPWM
378
Lake Point Wealth Management
Texas
$1K
CI
379
CX Institutional
Indiana
$1K +$392 +4 +80%
TWA
380
TCI Wealth Advisors
Arizona
$1K +$589 +6 New
RCG
381
Ruggie Capital Group
Florida
$1K +$1.47K +15 New
SIM
382
Sonora Investment Management
Arizona
$1K +$1.47K +15 New
KFS
383
Kelly Financial Services
Massachusetts
$921
WPA
384
West Paces Advisors
Georgia
$737
GT
385
Glenmede Trust
Pennsylvania
$23
JSP
386
Jackson Square Partners
California
-$48.2M -449,857 Closed
Baird Financial Group
387
Baird Financial Group
Wisconsin
-$23.3M -217,478 Closed
Royal London Asset Management
388
Royal London Asset Management
United Kingdom
-$11.8M -110,177 Closed
TIM
389
Thornburg Investment Management
New Mexico
-$11.4M -106,028 Closed
Arrowstreet Capital
390
Arrowstreet Capital
Massachusetts
-$9.56M -89,290 Closed
TAM
391
Tiverton Asset Management
Delaware
-$4.97M -46,370 Closed
MWA
392
Marshall Wace Asia
Hong Kong
-$3.38M -31,585 Closed
AC
393
Allstate Corporation
Illinois
-$3.29M -30,752 Closed
Lazard Asset Management
394
Lazard Asset Management
New York
-$3.28M -30,660 Closed
TI
395
Trexquant Investment
Connecticut
-$2.34M -21,884 Closed
BA
396
Bridgewater Associates
Connecticut
-$1.86M -17,374 Closed
MM
397
Midas Management
New York
-$1.84M -17,200 Closed
Robeco Institutional Asset Management
398
Robeco Institutional Asset Management
Netherlands
-$1.68M -15,645 Closed
ECM
399
Element Capital Management
New York
-$1.2M -11,190 Closed
HPCM
400
High Pointe Capital Management
Illinois
-$1.01M -9,480 Closed

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.