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Affiliated Managers Group
AMG

Overview Fund Activity

489 hedge funds and large institutions have $11.6B invested in Affiliated Managers Group in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 155 increasing their positions, 204 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+12
Holders Change %
+2.52%
% of All Funds
13.04%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
66
Increased
155
Reduced
204
Closed
47
Calls
$17.3M
Puts
$17.2M
Net Calls
+$119K
Net Calls Change
-$773K

Top Buyers

1
FCM
1
Farallon Capital Management
California
$108M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$98.7M
3
SI
3
Scout Investments
Missouri
$46.5M
4
Franklin Resources
4
Franklin Resources
California
$205M
5
SCM
5
Sirios Capital Management
Massachusetts
$54.5M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$496M
2
Wells Fargo
2
Wells Fargo
California
$441M
3
TCIM
3
TIAA CREF Investment Management
New York
$119M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$141M
5
FAM
5
Fred Alger Management
New York
$9.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
426
Manchester Capital Management
Vermont
$102K – – –
LTFS
427
Ladenburg Thalmann Financial Services
Florida
$99K +$10.8K +50 +12%
HIM
428
Hillsdale Investment Management
Ontario, Canada
$86K +$86K +400 New
TRCT
429
Tower Research Capital (TRC)
New York
$86K +$86K +400 New
PCM
430
Prelude Capital Management
New York
$84K -$1.5M -6,961 -95%
GIS
431
Guardian Investor Services
New York
$81K -$3K -14 -4%
MAM
432
Mizuho Asset Management
Japan
$81K +$26.5K +124 +49%
TCOV
433
Trust Company of Vermont
Vermont
$80K – – –
IWM
434
Integrated Wealth Management
California
$68K +$68K +320 New
ACS
435
Archford Capital Strategies
Illinois
$66.6K – – –
CBOA
436
Commonwealth Bank of Australia
Australia
$64K – – –
Fuller & Thaler Asset Management
437
Fuller & Thaler Asset Management
California
$64K +$64K +300 New
SEC
438
Seven Eight Capital
New York
$64K +$64K +300 New
GLI
439
Guardian Life Insurance
New York
$52K -$16K -74 -24%
SSG
440
Summit Securities Group
New York
$40K +$40K +186 New
EWM
441
Evercore Wealth Management
New York
$38K +$2.78K +13 +8%
SAMC
442
Shinko Asset Management Company
Japan
$37K -$12.2K -57 -25%
TDC
443
Thompson Davis & Co
Virginia
$37K +$1.52K +7 +4%
FHA
444
First Horizon Advisors
Tennessee
$36K +$6.29K +29 +21%
WRM
445
Westport Resources Management
Connecticut
$33K – – –
MFS
446
MSI Financial Services
Massachusetts
$33K +$1.9K +9 +6%
IC
447
IKOS CIF
Cyprus
$31K +$31K +142 New
SNT
448
Security National Trust
West Virginia
$31K +$31K +144 New
WT
449
Whittier Trust
California
$29K – – –
S
450
SignatureFD
Georgia
$28K +$646 +3 +2%
16 17
18
19 20