We are live on ! Find out more
AMG icon

Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
451
Whittier Trust
California
$26K
FPFS
452
First Personal Financial Services
North Carolina
$25K -$12.9K -66 -33%
QCG
453
Quadrant Capital Group
Ohio
$25K
GLI
454
Guardian Life Insurance
New York
$24K -$10.5K -54 -30%
CBOA
455
Commonwealth Bank of Australia
Australia
$22K
LNB
456
Ledyard National Bank
$21K -$27.7K -142 -56%
TRCT
457
Tower Research Capital (TRC)
New York
$19K -$355K -1,820 -95%
BCP
458
Blackhawk Capital Partners
Wisconsin
$19K
IP
459
Isthmus Partners
Wisconsin
$19K
WDL
460
Well Done LLC
Michigan
$19K +$19.5K +100 New
GWM
461
Geneos Wealth Management
Colorado
$18K -$32.3K -166 -62%
QAM
462
QCI Asset Management
New York
$18K -$4.87K -25 -21%
CTC
463
Central Trust Company
Missouri
$16K -$3.9K -20 -19%
Qube Research & Technologies (QRT)
464
Qube Research & Technologies (QRT)
United Kingdom
$16K +$16.6K +85 New
SFG
465
SevenBridge Financial Group
Pennsylvania
$14K -$5.65K -29 -28%
AF
466
Arrow Financial
New York
$14K
GAM
467
Gemmer Asset Management
California
$14K
PCP
468
Proficio Capital Partners
Massachusetts
$14K
MA
469
MCF Advisors
Kentucky
$14K +$14.6K +75 New
SIAS
470
Shine Investment Advisory Services
Colorado
$13K -$4.48K -23 -26%
FHA
471
First Horizon Advisors
Tennessee
$13K
PCM
472
Prelude Capital Management
New York
$13K +$12.9K +66 New
MWM
473
MinichMacGregor Wealth Management
New York
$12K -$390 -2 -3%
GRP
474
Global Retirement Partners
California
$12K -$195 -1 -2%
LF
475
Lee Financial
Texas
$12K +$4.09K +21 +53%

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.