AMG icon

Affiliated Managers Group
AMG

Overview Fund Activity

477 hedge funds and large institutions have $11.4B invested in Affiliated Managers Group in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 159 increasing their positions, 186 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+9
Holders Change %
+1.92%
% of All Funds
12.73%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
63
Increased
159
Reduced
186
Closed
46
Calls
$20.5M
Puts
$19.6M
Net Calls
+$892K
Net Calls Change
+$3.78M

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$237M
2
Victory Capital Management
2
Victory Capital Management
Texas
$224M
3
DCP
3
DSM Capital Partners
Florida
$117M
4
EVM
4
Eaton Vance Management
Massachusetts
$121M
5
Goldman Sachs
5
Goldman Sachs
New York
$176M

Top Sellers

1
TCIM
1
TIAA CREF Investment Management
New York
$181M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$197M
3
Citadel Advisors
3
Citadel Advisors
Florida
$169M
4
FAM
4
Fred Alger Management
New York
$55M
5
ACM
5
Apex Capital Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
451
Plante Moran Financial Advisors
Michigan
$15K – – –
KPCM
452
Kings Point Capital Management
New York
$15K – – –
EFSCE
453
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$13K -$8.59K -39 -40%
M
455
MOTCO
Texas
$13K -$6.5K -30 -33%
AC
456
Alexandria Capital
Virginia
$13K +$3.53K +16 +37%
Manulife (Manufacturers Life Insurance)
457
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.4K +$305 +1,435 +3%
WTC
458
WhitTier Trust Company
Nevada
$12K – – –
MPWT
459
MassMutual Private Wealth & Trust
Connecticut
$9.55K – – –
SF
460
Synovus Financial
Georgia
$9K +$9K +46 New
IC
461
Intersect Capital
California
$8K +$8K +37 New
GWS
462
Glassman Wealth Services
Virginia
$8K +$8K +39 New
WA
463
WealthTrust-Arizona
Arizona
$7K – – –
CHP
464
Cable Hill Partners
Oregon
$7K +$7K +33 New
BFEC
465
Benjamin F. Edwards & Company
Missouri
$7K +$7K +35 New
WOC
466
West Oak Capital
California
$6.79K – – –
ECM
467
Exchange Capital Management
Michigan
$6K +$6K +26 New
SSB
468
Sandy Spring Bank
Maryland
$5K +$5K +23 New
CPIG
469
Chicago Partners Investment Group
Illinois
$4K +$4K +17 New
NPC
470
National Planning Corporation
California
$3.66K +$3.66K +18 New
NES
471
New England Securities
New York
$3K – – –
LWA
472
Lenox Wealth Advisors
New York
$2K +$2K +10 New
RC
473
RegentAtlantic Capital
New Jersey
$1.7K +$1.7K +8 New
NG
474
NatWest Group
United Kingdom
$1.41K -$188 -887 -12%
TIM
475
Tortoise Investment Management
New York
$1K +$1K +5 New
17 18
19
20 21