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Affiliated Managers Group

499 hedge funds and large institutions have $7.73B invested in Affiliated Managers Group in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

5% more funds holding

Funds holding: 473499 (+26)

10% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 168

0.83% less ownership

Funds ownership: 102.85%102.02% (-0.83%)

10% less capital invested

Capital invested by funds: $8.6B → $7.73B (-$866M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

70% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $41.6M

Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
72
Increased
184
Reduced
168
Closed
44
Calls
$12.6M
Puts
$41.6M
Net Calls
-$29M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TAF
426
Tredje AP-fonden
Sweden
$68K +$62.2K +380 +380%
IA
427
IFP Advisors
Florida
$68K +$79.4K +485 New
Parallax Volatility Advisers
428
Parallax Volatility Advisers
California
$62K +$71.7K +438 New
JSAM
429
J. Safra Asset Management
New York
$62K +$72.3K +442 New
CBOA
430
Commonwealth Bank of Australia
Australia
$61K +$2.13K +13 +3%
CCA
431
Checchi Capital Advisers
California
$55K +$3.77K +23 +6%
ACS
432
Archford Capital Strategies
Illinois
$54K +$63K +385 New
Creative Planning
433
Creative Planning
Kansas
$52K +$40.1K +245 +194%
EA
434
Euclid Advisors
Connecticut
$52K +$60.6K +370 New
S
435
SignatureFD
Georgia
$50K +$11.5K +70 +24%
ASN
436
Advisory Services Network
Georgia
$49K +$25.7K +157 +82%
PAIA
437
Park Avenue Institutional Advisers
New York
$48K
SFG
438
SevenBridge Financial Group
Pennsylvania
$46K +$53.5K +327 New
DVM
439
Dreman Value Management
Florida
$43K +$39.1K +239 +362%
PHK
440
Point72 Hong Kong
Hong Kong
$42K -$618K -3,778 -93%
Toronto Dominion Bank
441
Toronto Dominion Bank
Ontario, Canada
$42K -$18.8K -115 -28%
QAM
442
QCI Asset Management
New York
$42K
GWM
443
Geneos Wealth Management
Colorado
$41K
CB
444
Community Bank
New York
$39K
FHA
445
First Horizon Advisors
Tennessee
$38K
TCOV
446
Trust Company of Vermont
Vermont
$35K
First Manhattan
447
First Manhattan
New York
$29K -$64.7K -395 -65%
IWMPD
448
Integrated Wealth Management (Palm Desert)
California
$29K
GLI
449
Guardian Life Insurance
New York
$28K
TSW
450
Thompson Siegel & Walmsley
Virginia
$26K +$30K +183 New

AMG Hedge Fund Activity: Q2 2016 in Review

499 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2016, worth a combined $7.73B — down 10% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMG positions and 44 closed out — a net gain of 28 holders — while 184 added to existing stakes and 168 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.3M. The largest seller was Royal London Asset Management, cutting an estimated $353M.

  • 499 institutional investors held Affiliated Managers Group (AMG) as of Q2 2016, up from 473 in Q1 2016.
  • Funds reported $7.73B of Affiliated Managers Group stock for Q2 2016, down 10% quarter-over-quarter.
  • 72 funds opened new Affiliated Managers Group positions in Q2 2016 and 44 closed out, a net change of +28 holders.
  • The largest Affiliated Managers Group buyer in Q2 2016 was Citadel Advisors, an estimated $86.3M added.
  • The largest Affiliated Managers Group seller in Q2 2016 was Royal London Asset Management, an estimated $353M sold.

Based on aggregated 13F filings for Q2 2016.