We are live on ! Find out more
AMG icon

Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
426
Whittier Trust
California
$22K
PSUF
427
People's United Financial
Connecticut
$21K
Creative Planning
428
Creative Planning
Kansas
$20K +$1.53K +11 +10%
CTC
429
Central Trust Company
Missouri
$19K
QCG
430
Quadrant Capital Group
Ohio
$19K +$17.4K +125 +658%
DADC
431
D.A. Davidson & Co
Montana
$18K -$161K -1,152 -91%
LNB
432
Ledyard National Bank
$18K
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$17K -$135K -967 -90%
TAF
434
Tredje AP-fonden
Sweden
$17K +$14K +100 New
RFS
435
Rockefeller Financial Services
New York
$16K +$13.4K +96 New
Royal London Asset Management
436
Royal London Asset Management
United Kingdom
$13K +$301M +2,154,100 +11,151%
GAM
437
Gemmer Asset Management
California
$12K -$2.37K -17 -18%
PCTC
438
Perkins Coie Trust Company
Washington
$12K
TCCM
439
Timber Creek Capital Management
Massachusetts
$12K
MWM
440
MinichMacGregor Wealth Management
New York
$12K +$3.35K +24 +47%
GXMC
441
Global X Management Company
New York
$11K +$8.51K +61 +871%
DVM
442
Dreman Value Management
Florida
$11K +$9.21K +66 New
FIB
443
First Interstate Bank
Montana
$10K
MAM
444
Meeder Asset Management
Ohio
$10K +$8.65K +62 New
WRM
445
Westport Resources Management
Connecticut
$9K -$14K -100 -65%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$9K -$5.16K -37 -41%
WTC
447
WhitTier Trust Company
Nevada
$9K
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$1.95K +14 +34%
DBT
449
Dubuque Bank & Trust
Iowa
$6K -$1.81K -13 -26%
PRS
450
Pinkerton Retirement Specialists
Idaho
$6K -$279 -2 -13%

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.