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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
426
One Wealth Advisors
California
$111K -$7.21K -37 -6%
TCM
427
Tributary Capital Management
Nebraska
$109K +$112K +575 New
PA
428
Parallel Advisors
California
$104K
OIA
429
Optimum Investment Advisors
Illinois
$104K +$107K +547 New
CLM
430
ClearBridge LLC (Maryland)
Maryland
$99K
OMCS
431
Old Mutual Customised Solutions
South Africa
$95K
Fuller & Thaler Asset Management
432
Fuller & Thaler Asset Management
California
$95K +$39K +200 +67%
CPP
433
Crow Point Partners
Massachusetts
$93K
S
434
SignatureFD
Georgia
$80K +$82.6K +424 New
GT
435
Glenmede Trust
Pennsylvania
$75K
P8IP
436
Pier 88 Investment Partners
California
$70K -$373K -1,915 -84%
Bessemer Group
437
Bessemer Group
New Jersey
$63K -$33.7K -173 -34%
BBHC
438
Brown Brothers Harriman & Co
New York
$61K -$12.7K -65 -17%
IA
439
IFP Advisors
Florida
$58K
SWM
440
SeaCrest Wealth Management
New York
$53K +$7.4K +38 +16%
WTB
441
Washington Trust Bank
Washington
$52K +$21.4K +110 +66%
WEC
442
Winslow Evans & Crocker
Massachusetts
$41.9K
APA
443
American Portfolios Advisors
New York
$39.4K -$28.2K -145 -41%
LA
444
Legacy Advisors
Pennsylvania
$38K +$43.8K +225 New
IBOK
445
Independence Bank of Kentucky
Kentucky
$37K
PCM
446
Penserra Capital Management
California
$37K +$38.6K +198 New
IWM
447
IHT Wealth Management
Illinois
$28K -$8.57K -44 -22%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$27K +$3.51K +18 +14%
ACS
449
Archford Capital Strategies
Illinois
$27K +$25.3K +130 New
AIM
450
Advantage Investment Management
Iowa
$26K

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.