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Affiliated Managers Group

468 hedge funds and large institutions have $10.9B invested in Affiliated Managers Group in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

1% more funds holding

Funds holding: 462468 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $11.4B → $10.9B (-$507M)

2.42% less ownership

Funds ownership: 100.24%97.82% (-2.4%)

15% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $19.7M

21% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 199

Holders
468
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
13.58%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
48
Increased
157
Reduced
199
Closed
35
Calls
$16.8M
Puts
$19.7M
Net Calls
-$2.89M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
ANBT
426
American National Bank & Trust
Texas
$41K +$41.4K +203 New
Parallax Volatility Advisers
427
Parallax Volatility Advisers
California
$38K -$434K -2,127 -92%
CFA
428
Camarda Financial Advisors
Florida
$36K +$36.5K +179 New
MFS
429
MSI Financial Services
Massachusetts
$32K -$1.22K -6 -4%
W
430
Wealthfront
California
$32K +$32.2K +158 New
WRM
431
Westport Resources Management
Connecticut
$31K
TF
432
Tompkins Financial
New York
$29K +$29K +142 +4,733%
VFA
433
Virtus Fund Advisers
Connecticut
$27K -$1.38M -6,785 -98%
WT
434
Whittier Trust
California
$27K
FHA
435
First Horizon Advisors
Tennessee
$26K +$1.43K +7 +6%
TDC
436
Thompson Davis & Co
Virginia
$23K +$23.7K +116 New
LNB
437
Ledyard National Bank
$22K
OMCS
438
Old Mutual Customised Solutions
South Africa
$20K -$40.8K -200 -67%
GAM
439
Gemmer Asset Management
California
$20K
OSAM
440
O'Shaughnessy Asset Management
Connecticut
$20K
Bessemer Group
441
Bessemer Group
New Jersey
$19K +$11.6K +57 +150%
M
442
MOTCO
Texas
$18K +$6.12K +30 +50%
CTC
443
Central Trust Company
Missouri
$17K
PMFA
444
Plante Moran Financial Advisors
Michigan
$15K -$4.49K -22 -23%
KPCM
445
Kings Point Capital Management
New York
$15K
PCTC
446
Perkins Coie Trust Company
Washington
$15K
TCCM
447
Timber Creek Capital Management
Massachusetts
$15K
PTC
448
Private Trust Company
Ohio
$14K
EWM
449
Evercore Wealth Management
New York
$13K -$1.02K -5 -7%
EFSCE
450
Enterprise Financial Services Corp (EFSC)
Missouri
$13K

AMG Hedge Fund Activity: Q3 2014 in Review

468 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2014, worth a combined $10.9B — down 4.5% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AMG positions and 35 closed out — a net gain of 13 holders — while 157 added to existing stakes and 199 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $89M. The largest seller was Atlanta Capital Management, cutting an estimated $118M.

  • 468 institutional investors held Affiliated Managers Group (AMG) as of Q3 2014, up from 462 in Q2 2014.
  • Funds reported $10.9B of Affiliated Managers Group stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2014 and 35 closed out, a net change of +13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2014 was JP Morgan Chase, an estimated $89M added.
  • The largest Affiliated Managers Group seller in Q3 2014 was Atlanta Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2014.