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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
401
Commonwealth Bank of Australia
Australia
$69K
Toronto Dominion Bank
402
Toronto Dominion Bank
Ontario, Canada
$67K -$174K -1,245 -75%
AIM
403
Acrospire Investment Management
Illinois
$65K +$55.8K +400 New
CCA
404
Checchi Capital Advisers
California
$60K +$51.2K +367 New
PAM
405
PartnerRe Asset Management
Connecticut
$59K
PAIA
406
Park Avenue Institutional Advisers
New York
$55K -$1.81K -13 -4%
QAM
407
QCI Asset Management
New York
$49K -$81.9K -587 -66%
GWM
408
Geneos Wealth Management
Colorado
$49K +$42K +301 New
S
409
SignatureFD
Georgia
$47K +$17K +122 +74%
FHA
410
First Horizon Advisors
Tennessee
$45K +$10.5K +75 +37%
CB
411
Community Bank
New York
$44K -$6.97K -50 -15%
PG
412
PEAK6 Group
Illinois
$42K -$713K -5,109 -95%
TCOV
413
Trust Company of Vermont
Vermont
$41K -$6.97K -50 -17%
IWMPD
414
Integrated Wealth Management (Palm Desert)
California
$34K
FMA
415
FNY Managed Accounts
New York
$32.5K +$27.9K +200 New
ANBT
416
American National Bank & Trust
Texas
$32K -$2.49M -17,878 -99%
GLI
417
Guardian Life Insurance
New York
$32K -$7.53K -54 -21%
GT
418
Glenmede Trust
Pennsylvania
$32K -$2.23K -16 -7%
ASN
419
Advisory Services Network
Georgia
$31K
EWM
420
Evercore Wealth Management
New York
$28K
SAMC
421
Shinko Asset Management Company
Japan
$28K
MA
422
MCF Advisors
Kentucky
$27K
MFS
423
MSI Financial Services
Massachusetts
$25K +$4.6K +33 +27%
SNT
424
Security National Trust
West Virginia
$23K
HPBT
425
High Point Bank & Trust
North Carolina
$23K +$19.9K +143 New

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.