Affiliated Managers Group
295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.
1.08% more ownership
Funds ownership: 96.84% → 97.92% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
15% less funds holding
Funds holding: 346 → 295 (-51)
19% less call options, than puts
Call options by funds: $3.11M | Put options by funds: $3.84M
22% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 108
31% less capital invested
Capital invested by funds: $4.04B → $2.77B (-$1.26B)
50% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
+$118M |
| 2 |
OAM
Oppenheimer Asset Management
New York
|
+$34.2M |
| 3 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$30.2M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$29.9M |
| 5 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$60.2M |
| 2 |
Renaissance Technologies
New York
|
-$44.8M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$44.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$27.8M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
376
Cutler Group
San Francisco,
California
| – | -$25K | -300 | Closed |
|
|
AP
377
Americana Partners
Houston,
Texas
| – | -$19K | -235 | Closed |
|
378
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| – | -$8K | -100 | Closed |
|
|
WTC
379
WhitTier Trust Company
Reno,
Nevada
| – | -$5K | -55 | Closed |
|
|
FMII
380
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$2K | -28 | Closed |
|
|
EWA
381
Evolution Wealth Advisors
Aventura,
Florida
| – | -$2K | -26 | Closed |
|
|
KFS
382
Kelly Financial Services
Braintree,
Massachusetts
| – | -$847 | -10 | Closed |
|
383
Walleye Capital
New York
| – | -$1K | -7 | Closed |
|
|
HGWM
384
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$225 | +3 | New |
|
AMG Hedge Fund Activity: Q1 2020 in Review
295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.
The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.
- 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
- Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
- 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
- The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
- The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.
Based on aggregated 13F filings for Q1 2020.