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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
451
IMS Capital Management
Oregon
$8K +$8.86K +60 New
CFGS
452
Concourse Financial Group Securities
Alabama
$8K +$9.16K +62 New
CB
453
CNB Bank
Pennsylvania
$7K
GWS
454
Glassman Wealth Services
Virginia
$7K
LFA
455
Legacy Financial Advisors
Kentucky
$7K
JA
456
JOYN Advisors
Georgia
$7K +$2.36K +16 +43%
EFSCE
457
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$3.84K +26 +100%
AIM
458
Anchor Investment Management
South Carolina
$6.43K
CAW
459
Cornerstone Advisors (Washington)
Washington
$6K
CHC
460
City Holding Co
West Virginia
$5K
HR
461
Howe & Rusling
New York
$5K
TCCM
462
Timber Creek Capital Management
Massachusetts
$5K
ML
463
McAdam LLC
Pennsylvania
$4K
CWA
464
Clarus Wealth Advisors
Arizona
$3K -$443 -3 -14%
BFEC
465
Benjamin F. Edwards & Company
Missouri
$3K
CFD
466
Creative Financial Designs
Indiana
$3K
EARNEST Partners
467
EARNEST Partners
Georgia
$3K
PCP
468
Proficio Capital Partners
Massachusetts
$3K
LWA
469
Lenox Wealth Advisors
New York
$2K -$7.38K -50 -81%
CAPTRUST Financial Advisors
470
CAPTRUST Financial Advisors
North Carolina
$2K -$591 -4 -24%
PK
471
Pflug Koory
Nebraska
$2K
FPFS
472
First Personal Financial Services
North Carolina
$2K +$2.36K +16 New
WPA
473
West Paces Advisors
Georgia
$1.09K
FC
474
Ferris Capital
Massachusetts
$1K -$2.51K -17 -81%
BWM
475
BerganKDV Wealth Management
Minnesota
$1K

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.