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Affiliated Managers Group
AMG

Overview Fund Activity

526 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, 155 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.07%
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
155
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
+$89.2M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$65.4M
3
Ameriprise
Ameriprise
Minnesota
+$37.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$35.8M
5
BlackRock
BlackRock
New York
+$33.7M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$193M
2
DZ Bank
DZ Bank
Germany
-$84.3M
3
Bank of America
Bank of America
North Carolina
-$73.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
426
Parallel Advisors
California
$104K – – –
OIA
427
Optimum Investment Advisors
Illinois
$104K +$104K +547 New
CLM
428
ClearBridge LLC (Maryland)
Maryland
$99K – – –
OMCS
429
Old Mutual Customised Solutions
South Africa
$95K – – –
Fuller & Thaler Asset Management
430
Fuller & Thaler Asset Management
California
$95K +$38K +200 +67%
CPP
431
Crow Point Partners
Massachusetts
$93K – – –
S
432
SignatureFD
Georgia
$80K +$80K +424 New
GT
433
Glenmede Trust
Pennsylvania
$75K – – –
P8IP
434
Pier 88 Investment Partners
California
$70K -$362K -1,915 -84%
Bessemer Group
435
Bessemer Group
New Jersey
$63K -$33K -173 -34%
BBHC
436
Brown Brothers Harriman & Co
New York
$61K -$12.4K -65 -17%
IA
437
IFP Advisors
Florida
$58K – – –
SWM
438
SeaCrest Wealth Management
New York
$53K +$7.27K +38 +16%
WTB
439
Washington Trust Bank
Washington
$52K +$20.7K +110 +66%
WEC
440
Winslow Evans & Crocker
Massachusetts
$41.9K – – –
APA
441
American Portfolios Advisors
New York
$39.4K -$27.5K -145 -41%
LA
442
Legacy Advisors
Pennsylvania
$38K +$38K +225 New
IBOK
443
Independence Bank of Kentucky
Kentucky
$37K – – –
PCM
444
Penserra Capital Management
California
$37K +$37K +198 New
IWM
445
IHT Wealth Management
Illinois
$28K -$7.85K -44 -22%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$27K +$3.4K +18 +14%
ACS
447
Archford Capital Strategies
Illinois
$27K +$27K +130 New
AIM
448
Advantage Investment Management
Iowa
$26K – – –
WT
449
Whittier Trust
California
$26K – – –
FPFS
450
First Personal Financial Services
North Carolina
$25K -$12.4K -66 -33%
16 17
18
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