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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
426
National Pension Service
South Korea
-$195K -1,817 Closed
Parallax Volatility Advisers
427
Parallax Volatility Advisers
California
-$128K -1,300 Closed
MWNA
428
Marshall Wace North America
New York
-$86K -800 Closed
PHK
429
Point72 Hong Kong
Hong Kong
-$69K -640 Closed
IUHSA
430
Itau Unibanco Holding S.A.
Brazil
-$60K -621 Closed
WAM
431
Wealthspire Advisors (Maryland)
Maryland
-$64K -600 Closed
HFM
432
Harvest Fund Management
China
-$40K -370 Closed
OWD
433
Osborn Williams & Donohoe
Ohio
-$39K -350 Closed
CAM
434
Cresset Asset Management
Illinois
-$32K -299 Closed
SWM
435
SeaCrest Wealth Management
New York
-$31K -290 Closed
PCM
436
Prelude Capital Management
New York
-$30K -277 Closed
WA
437
WP Advisors
California
-$217 -203 Closed
AIA
438
Alera Investment Advisors
Illinois
-$14K -131 Closed
BBNA
439
Bremer Bank National Association
Minnesota
-$13K -115 Closed
CBT
440
Central Bank & Trust
Kentucky
-$11K -100 Closed
GWM
441
Geneos Wealth Management
Colorado
-$10K -100 Closed
FHB
442
First Hawaiian Bank
Hawaii
-$7K -70 Closed
APA
443
American Portfolios Advisors
New York
-$6.75K -63 Closed
OWA
444
One Wealth Advisors
California
-$5K -51 Closed
WTB
445
Washington Trust Bank
Washington
-$4K -42 Closed
TCCM
446
Timber Creek Capital Management
Massachusetts
-$4K -40 Closed
LFA
447
Legacy Financial Advisors
Kentucky
-$4K -33 Closed
TFO
448
Tarbox Family Office
California
-$3K -28 Closed
KPW
449
Kore Private Wealth
New York
-$3K -27 Closed
OIA
450
Optimum Investment Advisors
Illinois
-$3K -27 Closed

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.