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Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
426
North Star Investment Management
Illinois
$25K
WT
427
Whittier Trust
California
$22K -$5.11K -32 -19%
PSUF
428
People's United Financial
Connecticut
$22K
GLI
429
Guardian Life Insurance
New York
$21K -$14.5K -91 -42%
EWM
430
Evercore Wealth Management
New York
$21K -$7.98K -50 -29%
SIAS
431
Shine Investment Advisory Services
Colorado
$20K +$19.6K +123 New
BBHC
432
Brown Brothers Harriman & Co
New York
$18K
QCG
433
Quadrant Capital Group
Ohio
$18K
SSB
434
Sandy Spring Bank
Maryland
$18K +$17.1K +107 New
IP
435
Isthmus Partners
Wisconsin
$17K
AssetMark Inc
436
AssetMark Inc
California
$17K +$1.28K +8 +8%
SPIA
437
Steward Partners Investment Advisory
New York
$15K
PCM
438
Prelude Capital Management
New York
$15K +$14.4K +90 New
NA
439
NewEdge Advisors
Louisiana
$14.5K +$13.4K +84 New
FHA
440
First Horizon Advisors
Tennessee
$14K -$35.9K -225 -73%
WIM
441
Westside Investment Management
California
$13.3K -$1.28K -8 -9%
SQA
442
Simon Quick Advisors
New Jersey
$12K -$3.51K -22 -23%
HCC
443
Hirtle Callaghan & Co
Pennsylvania
$12K -$2.55K -16 -19%
AF
444
Arrow Financial
New York
$12K
GAM
445
Gemmer Asset Management
California
$12K
TCCM
446
Timber Creek Capital Management
Massachusetts
$12K
TDC
447
Thompson Davis & Co
Virginia
$12K +$12K +75 New
MWM
448
MinichMacGregor Wealth Management
New York
$11K -$639 -4 -6%
ASN
449
Advisory Services Network
Georgia
$10K -$11.2K -70 -54%
GRP
450
Global Retirement Partners
California
$9K -$2.23K -14 -21%

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.