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Affiliated Managers Group

468 hedge funds and large institutions have $10.9B invested in Affiliated Managers Group in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

1% more funds holding

Funds holding: 462468 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $11.4B → $10.9B (-$507M)

2.42% less ownership

Funds ownership: 100.24%97.82% (-2.4%)

15% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $19.7M

21% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 199

Holders
468
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
13.58%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
48
Increased
157
Reduced
199
Closed
35
Calls
$16.8M
Puts
$19.7M
Net Calls
-$2.89M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
401
Ameritas Investment Partners
Nebraska
$204K -$16.3K -80 -7%
BCM
402
BTC Capital Management
Iowa
$201K +$204K +1,000 New
PWLP
403
Prio Wealth Limited Partnership
Massachusetts
$200K
SI
404
Scout Investments
Missouri
$200K
OIA
405
Optimum Investment Advisors
Illinois
$196K -$20.4K -100 -9%
WTB
406
Washington Trust Bank
Washington
$185K
QAM
407
QCI Asset Management
New York
$178K
GC
408
Globeflex Capital
California
$169K -$15.9K -78 -8%
QI
409
QS Investors
New York
$160K
FNBT
410
FineMark National Bank & Trust
Florida
$148K +$55.5K +272 +58%
LTFS
411
Ladenburg Thalmann Financial Services
Florida
$140K +$22.6K +111 +19%
Robeco Institutional Asset Management
412
Robeco Institutional Asset Management
Netherlands
$132K
ST
413
Spot Trading
Illinois
$112K -$407K -1,993 -78%
MCM
414
Manchester Capital Management
Vermont
$99K +$3.88K +19 +4%
TCOV
415
Trust Company of Vermont
Vermont
$95K
FNYS
416
First New York Securities
New York
$82.1K +$83.7K +410 New
AF
417
Arrow Financial
New York
$80K
GIS
418
Guardian Investor Services
New York
$79K +$80K +392 New
GLI
419
Guardian Life Insurance
New York
$63K +$64.1K +314 New
ACS
420
Archford Capital Strategies
Illinois
$62K -$7.96K -39 -11%
KBC Group
421
KBC Group
Belgium
$56K -$473K -2,317 -89%
MAM
422
Mizuho Asset Management
Japan
$51K +$25.7K +126 +98%
PC
423
Pier Capital
Connecticut
$47K +$48.4K +237 New
SAMC
424
Shinko Asset Management Company
Japan
$46K -$2.04K -10 -4%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$41K

AMG Hedge Fund Activity: Q3 2014 in Review

468 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2014, worth a combined $10.9B — down 4.5% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AMG positions and 35 closed out — a net gain of 13 holders — while 157 added to existing stakes and 199 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $89M. The largest seller was Atlanta Capital Management, cutting an estimated $118M.

  • 468 institutional investors held Affiliated Managers Group (AMG) as of Q3 2014, up from 462 in Q2 2014.
  • Funds reported $10.9B of Affiliated Managers Group stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2014 and 35 closed out, a net change of +13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2014 was JP Morgan Chase, an estimated $89M added.
  • The largest Affiliated Managers Group seller in Q3 2014 was Atlanta Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2014.