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Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
451
WhitTier Trust Company
Nevada
$9K
HR
452
Howe & Rusling
New York
$8K -$13.7K -86 -65%
GWS
453
Glassman Wealth Services
Virginia
$8K
GBT
454
Grove Bank & Trust
Florida
$8K +$4.47K +28 +122%
HCM
455
Holland Capital Management
Illinois
$7K -$2.4M -15,015 -100%
CAW
456
Cornerstone Advisors (Washington)
Washington
$7K
CHC
457
City Holding Co
West Virginia
$6K
CFD
458
Creative Financial Designs
Indiana
$6K +$2.23K +14 +70%
JCM
459
Jacobi Capital Management
Pennsylvania
$5K -$7.98K -50 -64%
HDIM
460
Hanson & Doremus Investment Management
Vermont
$5K
PCP
461
Proficio Capital Partners
Massachusetts
$4K -$15.5K -97 -82%
BFEC
462
Benjamin F. Edwards & Company
Missouri
$4K -$10.4K -65 -72%
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$1.12K -7 -21%
PK
464
Pflug Koory
Nebraska
$4K
LF
465
Lee Financial
Texas
$4K +$3.67K +23 New
WTB
466
Washington Trust Bank
Washington
$3K -$38.3K -240 -92%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$3K
CB
468
Community Bank
New York
$3K
DBT
469
Dubuque Bank & Trust
Iowa
$3K
FC
470
Ferris Capital
Massachusetts
$3K +$2.71K +17 New
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$2K +$1.6K +10 New
TWA
472
TCI Wealth Advisors
Arizona
$2K +$1.6K +10 New
WPA
473
West Paces Advisors
Georgia
$1.33K
BTIS
474
BB&T Investment Services
North Carolina
$1K -$319 -2 -25%
PFBT
475
Parkside Financial Bank & Trust
Missouri
$1K

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.