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Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$125K +$2.55K +16 +2%
AG
402
Advisor Group
Arizona
$120K +$36.4K +228 +46%
Creative Planning
403
Creative Planning
Kansas
$117K +$14.7K +92 +15%
QI
404
QS Investors
New York
$108K
RIM
405
Rampart Investment Management
Connecticut
$108K +$80.3K +503 +333%
DADC
406
D.A. Davidson & Co
Montana
$104K
Northwestern Mutual Wealth Management
407
Northwestern Mutual Wealth Management
Wisconsin
$92K -$12.8K -80 -13%
CLM
408
ClearBridge LLC (Maryland)
Maryland
$86K -$44.7K -280 -35%
CBOA
409
Commonwealth Bank of Australia
Australia
$83K
OMCS
410
Old Mutual Customised Solutions
South Africa
$83K
PFPT
411
Pinnacle Financial Partners (Tennessee)
Tennessee
$81K +$77.9K +488 New
TRCT
412
Tower Research Capital (TRC)
New York
$69K +$50.9K +319 +319%
LNB
413
Ledyard National Bank
$60K
NIPH
414
NN Investment Partners Holdings
Netherlands
$50K
MIC
415
MU Investments Company
Japan
$45K -$9.58K -60 -18%
GWM
416
Geneos Wealth Management
Colorado
$44K
IA
417
IFP Advisors
Florida
$39K +$9.74K +61 +35%
PHK
418
Point72 Hong Kong
Hong Kong
$37K +$35.9K +225 New
WEC
419
Winslow Evans & Crocker
Massachusetts
$36.7K +$16.8K +105 +91%
First Manhattan
420
First Manhattan
New York
$34K
National Pension Service
421
National Pension Service
South Korea
$33K +$31.4K +197 New
AIM
422
Acrospire Investment Management
Illinois
$33K +$31.9K +200 New
FPFS
423
First Personal Financial Services
North Carolina
$31K +$639 +4 +2%
CTC
424
Central Trust Company
Missouri
$30K
SFG
425
SevenBridge Financial Group
Pennsylvania
$26K -$2.55K -16 -9%

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.