We are live on ! Find out more
AMG icon

Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
426
Central Trust Company
Missouri
$28K -$5.34K -30 -17%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$28K +$22.2K +125 +625%
WTB
428
Washington Trust Bank
Washington
$28K +$22.9K +129 +645%
WT
429
Whittier Trust
California
$26K
QCG
430
Quadrant Capital Group
Ohio
$25K -$1.78K -10 -6%
EWM
431
Evercore Wealth Management
New York
$24K
GLI
432
Guardian Life Insurance
New York
$24K
SIAS
433
Shine Investment Advisory Services
Colorado
$23K
BBHC
434
Brown Brothers Harriman & Co
New York
$21K
AssetMark Inc
435
AssetMark Inc
California
$20K
CBOA
436
Commonwealth Bank of Australia
Australia
$19K -$71.3K -401 -79%
SFG
437
SevenBridge Financial Group
Pennsylvania
$19K -$9.61K -54 -35%
IP
438
Isthmus Partners
Wisconsin
$19K
SPIA
439
Steward Partners Investment Advisory
New York
$18K
TRCT
440
Tower Research Capital (TRC)
New York
$15K -$60.7K -341 -81%
FHA
441
First Horizon Advisors
Tennessee
$15K
WTC
442
WhitTier Trust Company
Nevada
$15K +$4.09K +23 +42%
AF
443
Arrow Financial
New York
$14K
GAM
444
Gemmer Asset Management
California
$14K
SQA
445
Simon Quick Advisors
New Jersey
$14K
TCCM
446
Timber Creek Capital Management
Massachusetts
$14K
PCP
447
Proficio Capital Partners
Massachusetts
$14K +$9.07K +51 +232%
TDC
448
Thompson Davis & Co
Virginia
$13K -$1.07K -6 -8%
HCC
449
Hirtle Callaghan & Co
Pennsylvania
$13K
MWM
450
MinichMacGregor Wealth Management
New York
$12K

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.