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Affiliated Managers Group

508 hedge funds and large institutions have $7.52B invested in Affiliated Managers Group in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 173 increasing their positions, 179 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

3% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 179

1.72% less ownership

Funds ownership: 95.23%93.5% (-1.7%)

4% less funds holding

Funds holding: 528508 (-20)

19% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 78

24% less capital invested

Capital invested by funds: $9.83B → $7.52B (-$2.31B)

60% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $33.8M

Holders
508
Holders Change
-20
Holders Change %
-3.79%
% of All Funds
11.63%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
63
Increased
173
Reduced
179
Closed
78
Calls
$13.5M
Puts
$33.8M
Net Calls
-$20.2M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
451
Archford Capital Strategies
Illinois
$14K -$5.77K -35 -27%
GWM
452
Geneos Wealth Management
Colorado
$14K
CTC
453
Central Trust Company
Missouri
$12K
FHA
454
First Horizon Advisors
Tennessee
$12K
CF
455
Centaurus Financial
California
$12K +$13.2K +80 New
AF
456
Arrow Financial
New York
$11K
GAM
457
Gemmer Asset Management
California
$11K
SFG
458
SevenBridge Financial Group
Pennsylvania
$11K
SIAS
459
Shine Investment Advisory Services
Colorado
$10K
GRP
460
Global Retirement Partners
California
$9K
MWM
461
MinichMacGregor Wealth Management
New York
$9K
LWA
462
Lenox Wealth Advisors
New York
$9K +$8.24K +50 +417%
MSE
463
MUFG Securities EMEA
United Kingdom
$9K +$10.1K +61 New
LFA
464
Legacy Financial Advisors
Kentucky
$8K
SBL
465
Sargent Bickham Lagudis
Colorado
$8K
WTC
466
WhitTier Trust Company
Nevada
$8K
GWS
467
Glassman Wealth Services
Virginia
$8K +$1.15K +7 +15%
TFS
468
TrustCore Financial Services
Tennessee
$8K +$8.9K +54 New
TCOV
469
Trust Company of Vermont
Vermont
$8K +$9.06K +55 New
PW
470
Price Wealth
Texas
$8K +$9.23K +56 New
CB
471
CNB Bank
Pennsylvania
$7K
CAW
472
Cornerstone Advisors (Washington)
Washington
$7K
AIM
473
Anchor Investment Management
South Carolina
$6.99K
LF
474
Lee Financial
Texas
$6K -$3.13K -19 -31%
JA
475
JOYN Advisors
Georgia
$6K +$6.1K +37 New

AMG Hedge Fund Activity: Q2 2018 in Review

508 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2018, worth a combined $7.52B — down 24% from $9.83B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of AMG and 63 opened new positions — a net loss of 15 holders — while 179 trimmed existing stakes and 173 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $107M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $185M.

  • 508 institutional investors held Affiliated Managers Group (AMG) as of Q2 2018, down from 528 in Q1 2018.
  • Funds reported $7.52B of Affiliated Managers Group stock for Q2 2018, down 24% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q2 2018 and 78 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q2 2018 was EdgePoint Investment Group, an estimated $107M added.
  • The largest Affiliated Managers Group seller in Q2 2018 was Manulife (Manufacturers Life Insurance), an estimated $185M sold.

Based on aggregated 13F filings for Q2 2018.