Affiliated Managers Group
346 hedge funds and large institutions have $4.04B invested in Affiliated Managers Group in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 107 increasing their positions, 135 reducing their positions, and 67 closing their positions.
4% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 67
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.08% less ownership
Funds ownership: 96.92% → 96.84% (-0.08%)
1% less capital invested
Capital invested by funds: $4.09B → $4.04B (-$52.4M)
2% less funds holding
Funds holding: 353 → 346 (-7)
21% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 135
63% less call options, than puts
Call options by funds: $3.54M | Put options by funds: $9.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$95.7M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$55M |
| 3 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$37.3M |
| 4 |
LCP
LGT Capital Partners
Pfaeffikon,
Switzerland
|
+$32.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$90.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$74.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$69.8M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$32.8M |
| 5 |
NC
Nicholas Company
Milwaukee,
Wisconsin
|
-$25.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGWM
401
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$2K | -26 | Closed |
|
|
NFG
402
Next Financial Group
Houston,
Texas
| – | -$2K | -23 | Closed |
|
|
WWM
403
Willingdon Wealth Management
Huntersville,
North Carolina
| – | -$1K | -17 | Closed |
|
|
AA
404
Advisory Alpha
Holland,
Michigan
| – | -$1.08K | -15 | Closed |
|
405
ClearBridge Investments
New York
| – | -$1K | -14 | Closed |
|
|
CI
406
CX Institutional
Auburn,
Indiana
| – | -$1K | -9 | Closed |
|
|
LGWM
407
Litman Gregory Wealth Management
Larkspur,
California
| – | -$1K | -8 | Closed |
|
|
SFS
408
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1K | -7 | Closed |
|
|
OSAM
409
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$246 | +3 | New |
|
|
AS
410
Altshuler Shaham
Tel Aviv,
Israel
| – | +$328 | +4 | New |
|
AMG Hedge Fund Activity: Q4 2019 in Review
346 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2019, worth a combined $4.04B — down 1.3% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new AMG positions and 67 closed out — a net gain of 3 holders — while 107 added to existing stakes and 135 trimmed.
The largest buyer was BlackRock, adding an estimated $95.7M. The largest seller was State Street, cutting an estimated $90.3M.
- 346 institutional investors held Affiliated Managers Group (AMG) as of Q4 2019, down from 353 in Q3 2019.
- Funds reported $4.04B of Affiliated Managers Group stock for Q4 2019, down 1.3% quarter-over-quarter.
- 70 funds opened new Affiliated Managers Group positions in Q4 2019 and 67 closed out, a net change of +3 holders.
- The largest Affiliated Managers Group buyer in Q4 2019 was BlackRock, an estimated $95.7M added.
- The largest Affiliated Managers Group seller in Q4 2019 was State Street, an estimated $90.3M sold.
Based on aggregated 13F filings for Q4 2019.