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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
451
Westside Investment Management
California
$11.6K -$3.02K -17 -22%
ASN
452
Advisory Services Network
Georgia
$11K
GWS
453
Glassman Wealth Services
Virginia
$9K
HR
454
Howe & Rusling
New York
$9K
BTIS
455
BB&T Investment Services
North Carolina
$9K +$6.76K +38 +633%
SFSIG
456
San Francisco Sentry Investment Group
California
$9K +$8.72K +49 New
CPIG
457
Chicago Partners Investment Group
Illinois
$9K +$8.89K +50 New
GRP
458
Global Retirement Partners
California
$8K -$2.13K -12 -22%
CAW
459
Cornerstone Advisors (Washington)
Washington
$8K
CHC
460
City Holding Co
West Virginia
$7K
CFD
461
Creative Financial Designs
Indiana
$6K
GBT
462
Grove Bank & Trust
Florida
$5K -$4.27K -24 -47%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$5K
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
HDIM
465
Hanson & Doremus Investment Management
Vermont
$5K
JCM
466
Jacobi Capital Management
Pennsylvania
$5K
GIM
467
Granahan Investment Management
Massachusetts
$4K -$13.7M -77,028 -100%
CB
468
Community Bank
New York
$4K
LF
469
Lee Financial
Texas
$4K
PK
470
Pflug Koory
Nebraska
$4K
BONST
471
Bank of Nova Scotia Trust
Ontario, Canada
$4K +$3.56K +20 New
EA
472
Edge Advisors
Georgia
$4K +$3.74K +21 +700%
DBT
473
Dubuque Bank & Trust
Iowa
$3K
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$3K +$890 +5 +50%
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$2.47K +$2.31K +13 New

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.