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Affiliated Managers Group
AMG

Overview Fund Activity

447 hedge funds and large institutions have $11.5B invested in Affiliated Managers Group in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 145 increasing their positions, 188 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+34
Holders Change %
+8.23%
% of All Funds
12.98%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.58%
New
57
Increased
145
Reduced
188
Closed
22
Calls
$25M
Puts
$42M
Net Calls
-$17M
Net Calls Change
+$2.78M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$339M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$56.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$293M
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$47.7M
5
BFA
5
BlackRock Fund Advisors
California
$321M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$437M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$247M
3
Macquarie Group
3
Macquarie Group
Australia
$194M
4
Victory Capital Management
4
Victory Capital Management
Texas
$53M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$1.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
401
FineMark National Bank & Trust
Florida
$72K -$651 -3 -0.9%
Robeco Institutional Asset Management
402
Robeco Institutional Asset Management
Netherlands
$69K – – –
WAM
403
Wolverine Asset Management
Illinois
$66K +$66K +306 New
OMCS
404
Old Mutual Customised Solutions
South Africa
$65K – – –
SAMC
405
Shinko Asset Management Company
Japan
$52K +$8.67K +40 +20%
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$48K +$40.5K +189 +540%
WRM
407
Westport Resources Management
Connecticut
$34K – – –
WT
408
Whittier Trust
California
$29K – – –
MAM
409
Mizuho Asset Management
Japan
$28K – – –
NES
410
New England Securities
New York
$27K -$5.18K -24 -16%
MFS
411
MSI Financial Services
Massachusetts
$25K +$3.66K +17 +17%
LNB
412
Ledyard National Bank
$24K +$24K +112 New
FHA
413
First Horizon Advisors
Tennessee
$23K – – –
NCM
414
Nelson Capital Management
California
$22K – – –
PCM
415
Prelude Capital Management
New York
$22K +$22K +100 New
QT
416
Quantbot Technologies
New York
$21K +$21K +100 New
Manulife (Manufacturers Life Insurance)
417
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.1K +$2.33K +10,731 +16%
PTC
418
Private Trust Company
Ohio
$16K -$853 -4 -5%
WA
419
WFG Advisors
Texas
$16K +$2.11K +10 +15%
OSAM
420
O'Shaughnessy Asset Management
Connecticut
$16K +$11.7K +55 +275%
PCTC
421
Perkins Coie Trust Company
Washington
$16K +$16K +75 New
EWM
422
Evercore Wealth Management
New York
$14K -$7.32K -34 -34%
EFSCE
423
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
M
424
MOTCO
Texas
$13K – – –
DIA
425
Denver Investment Advisors
Colorado
$12.6K -$9.59K -44,214 -43%
15 16
17
18 19