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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
401
Stephens Inc
Arkansas
$217K -$277K -1,423 -55%
GIA
402
GHP Investment Advisors
Colorado
$217K
CA
403
Commerzbank Aktiengesellschaft
Germany
$217K +$223K +1,143 New
II
404
IFM Investors
Australia
$216K +$31.2K +160 +16%
IUHSA
405
Itau Unibanco Holding S.A.
Brazil
$215K +$221K +1,134 New
SC
406
SRB Corp
Massachusetts
$210K +$16.9K +87 +9%
DLA
407
Douglas Lane & Associates
New York
$209K
KI
408
Koch Industries
Kansas
$209K +$214K +1,100 New
FWCM
409
Ferguson Wellman Capital Management
Oregon
$207K -$15.6K -80 -7%
ASN
410
Advisory Services Network
Georgia
$206K -$46.2K -237 -18%
TCOT
411
Trust Company of Toledo
Ohio
$206K +$212K +1,086 New
CS
412
Candriam SCA
Luxembourg
$205K
CI
413
Conning Inc
Connecticut
$203K -$1.95K -10 -0.9%
RFC
414
Regions Financial Corp
Alabama
$200K -$61.7K -317 -23%
CAM
415
ClariVest Asset Management
California
$175K +$180K +922 New
SWA
416
Sutton Wealth Advisors
Florida
$171K
AG
417
Advisor Group
Arizona
$171K -$44.6K -229 -20%
MM
418
Midas Management
New York
$171K
LS
419
Livforsakringsbolaget Skandia
Sweden
$164K
Walleye Trading
420
Walleye Trading
New York
$151K +$59.2K +304 +61%
RCAG
421
Rehmann Capital Advisory Group
Michigan
$151K +$155K +798 New
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$146K -$3.51K -18 -2%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$125K -$18.9K -97 -13%
QI
424
QS Investors
New York
$123K
National Pension Service
425
National Pension Service
South Korea
$121K -$13.1M -67,217 -99%

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.