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Affiliated Managers Group

468 hedge funds and large institutions have $10.9B invested in Affiliated Managers Group in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 157 increasing their positions, 199 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

1% more funds holding

Funds holding: 462468 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

4% less capital invested

Capital invested by funds: $11.4B → $10.9B (-$507M)

2.42% less ownership

Funds ownership: 100.24%97.82% (-2.4%)

15% less call options, than puts

Call options by funds: $16.8M | Put options by funds: $19.7M

21% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 199

Holders
468
Holders Change
+6
Holders Change %
+1.3%
% of All Funds
13.58%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.46%
New
48
Increased
157
Reduced
199
Closed
35
Calls
$16.8M
Puts
$19.7M
Net Calls
-$2.89M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
451
Carroll Financial Associates
North Carolina
$12K
Manulife (Manufacturers Life Insurance)
452
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4K +$559K +2,739 +5%
WTC
453
WhitTier Trust Company
Nevada
$11K
ZTNA
454
Zions Trust National Association
Utah
$11K
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$9.02K
AC
456
Alexandria Capital
Virginia
$9K +$3.67K +18 +72%
GT
457
Glenmede Trust
Pennsylvania
$9K +$5.3K +26 +108%
Creative Planning
458
Creative Planning
Kansas
$9K +$8.37K +41 +820%
WCM
459
Wealthcare Capital Management
Virginia
$8K +$8.16K +40 New
WOC
460
West Oak Capital
California
$6.41K
WA
461
WealthTrust-Arizona
Arizona
$6K
IMS
462
Index Management Solutions
Pennsylvania
$5K +$5.3K +26 New
CAM
463
ClariVest Asset Management
California
$3K
NES
464
New England Securities
New York
$3K
CAW
465
Cornerstone Advisors (Washington)
Washington
$2K
NG
466
NatWest Group
United Kingdom
$1.51K -$61K -299 -4%
NFG
467
Next Financial Group
Texas
$1K
UB
468
UMB Bank
Missouri
$385 -$6.12K -30 -2%
Marshall Wace
469
Marshall Wace
United Kingdom
-$20.1M -97,810 Closed
HCMT
470
Highland Capital Management (Texas)
Texas
-$17.3M -84,332 Closed
ZDA
471
Zweig-DiMenna Associates
New York
-$16.4M -80,000 Closed
GHA
472
Garcia Hamilton & Associates
Texas
-$12.5M -60,764 Closed
Balyasny Asset Management
473
Balyasny Asset Management
Illinois
-$9.22M -44,898 Closed
Point72 Asset Management
474
Point72 Asset Management
Connecticut
-$6.2M -30,200 Closed
SIP
475
Stoneridge Investment Partners
Pennsylvania
-$5.72M -27,827 Closed

AMG Hedge Fund Activity: Q3 2014 in Review

468 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2014, worth a combined $10.9B — down 4.5% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new AMG positions and 35 closed out — a net gain of 13 holders — while 157 added to existing stakes and 199 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $89M. The largest seller was Atlanta Capital Management, cutting an estimated $118M.

  • 468 institutional investors held Affiliated Managers Group (AMG) as of Q3 2014, up from 462 in Q2 2014.
  • Funds reported $10.9B of Affiliated Managers Group stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2014 and 35 closed out, a net change of +13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2014 was JP Morgan Chase, an estimated $89M added.
  • The largest Affiliated Managers Group seller in Q3 2014 was Atlanta Capital Management, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2014.