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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
451
Glassman Wealth Services
Virginia
$6K
HR
452
Howe & Rusling
New York
$6K +$4.74K +34 New
AssetMark Inc
453
AssetMark Inc
California
$5K -$800K -5,733 -99%
ZB
454
Zions Bancorporation
Utah
$5K -$837 -6 -17%
PCP
455
Proficio Capital Partners
Massachusetts
$5K +$2.23K +16 +133%
HDIM
456
Hanson & Doremus Investment Management
Vermont
$5K +$14K +100 +357%
AC
457
Alexandria Capital
Virginia
$4K
M
458
MOTCO
Texas
$4K
KT
459
Kanaly Trust
Texas
$4K +$3.63K +26 New
SBL
460
Sargent Bickham Lagudis
Colorado
$4K +$6.28K +45 New
JIC
461
Joel Isaacson & Co
New York
$3K
WEC
462
Winslow Evans & Crocker
Massachusetts
$2.44K -$140 -1 -6%
TRCT
463
Tower Research Capital (TRC)
New York
$2K -$1.81K -13 -54%
CFA
464
Carroll Financial Associates
North Carolina
$2K
NC
465
NewSquare Capital
Pennsylvania
$2K
TSU
466
TD Securities (USA)
New York
$2K
CAW
467
Cornerstone Advisors (Washington)
Washington
$2K +$1.67K +12 New
FANJ
468
Financial Architects (New Jersey)
New Jersey
$2K +$1.81K +13 New
PFBT
469
Parkside Financial Bank & Trust
Missouri
$1K +$977 +7 New
BWA
470
Burt Wealth Advisors
Maryland
$1K +$1.26K +9 New
JWA
471
JFS Wealth Advisors
Pennsylvania
$1K +$1.26K +9 New
N
472
Nuveen
North Carolina
$576 -$11.2K -80 -2%
WG
473
Winton Group
United Kingdom
-$43.7M -273,418 Closed
HCM
474
Highbridge Capital Management
New York
-$19.3M -120,895 Closed
PFMOSF
475
Philadelphia Financial Management of San Francisco
California
-$15.9M -99,421 Closed

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.