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Affiliated Managers Group

499 hedge funds and large institutions have $7.73B invested in Affiliated Managers Group in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

5% more funds holding

Funds holding: 473499 (+26)

10% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 168

0.83% less ownership

Funds ownership: 102.85%102.02% (-0.83%)

10% less capital invested

Capital invested by funds: $8.6B → $7.73B (-$866M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

70% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $41.6M

Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
72
Increased
184
Reduced
168
Closed
44
Calls
$12.6M
Puts
$41.6M
Net Calls
-$29M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
401
Guinness Asset Management
United Kingdom
$182K -$49.1K -300 -19%
RCM
402
Riverhead Capital Management
Delaware
$173K -$2.07M -12,660 -74%
IIC
403
Integrated Investment Consultants
Michigan
$172K
MSV
404
MN Services Vermogensbeheer
Netherlands
$170K
EOJOAM
405
E. Ohman J:or Asset Management
Sweden
$169K
LTFS
406
Ladenburg Thalmann Financial Services
Florida
$168K +$34.5K +211 +21%
GC
407
Globeflex Capital
California
$155K +$180K +1,099 New
Pacer Advisors
408
Pacer Advisors
Pennsylvania
$151K +$13.9K +85 +9%
Federated Hermes
409
Federated Hermes
Pennsylvania
$150K -$232K -1,415 -57%
CLM
410
ClearBridge LLC (Maryland)
Maryland
$142K
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$141K
WTB
412
Washington Trust Bank
Washington
$140K +$77.4K +473 +90%
FMA
413
FNY Managed Accounts
New York
$130K +$118K +720 +360%
MM
414
Midas Management
New York
$127K
SWA
415
Sutton Wealth Advisors
Florida
$127K
MWP
416
MYCIO Wealth Partners
Pennsylvania
$124K +$46.6K +285 +48%
AG
417
Advisor Group
Arizona
$124K +$146K +894 New
SC
418
SRB Corp
Massachusetts
$120K -$29.5K -180 -17%
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$116K -$3.11K -19 -2%
CG
420
Cutler Group
California
$115K +$135K +824 New
MIC
421
MU Investments Company
Japan
$111K -$106K -650 -45%
MAM
422
Mizuho Asset Management
Japan
$103K +$57.3K +350 +92%
AIM
423
Acrospire Investment Management
Illinois
$99K +$49.1K +300 +75%
QI
424
QS Investors
New York
$91K -$25.4K -155 -19%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$87K +$7.04K +43 +7%

AMG Hedge Fund Activity: Q2 2016 in Review

499 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2016, worth a combined $7.73B — down 10% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMG positions and 44 closed out — a net gain of 28 holders — while 184 added to existing stakes and 168 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.3M. The largest seller was Royal London Asset Management, cutting an estimated $353M.

  • 499 institutional investors held Affiliated Managers Group (AMG) as of Q2 2016, up from 473 in Q1 2016.
  • Funds reported $7.73B of Affiliated Managers Group stock for Q2 2016, down 10% quarter-over-quarter.
  • 72 funds opened new Affiliated Managers Group positions in Q2 2016 and 44 closed out, a net change of +28 holders.
  • The largest Affiliated Managers Group buyer in Q2 2016 was Citadel Advisors, an estimated $86.3M added.
  • The largest Affiliated Managers Group seller in Q2 2016 was Royal London Asset Management, an estimated $353M sold.

Based on aggregated 13F filings for Q2 2016.