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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
Sterling Capital Management
North Carolina
$84.1M +$55.1M +394,726 +320%
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$83M +$12.4M +88,869 +21%
Macquarie Group
28
Macquarie Group
Australia
$82.1M +$9.41M +67,443 +15%
Deutsche Bank
29
Deutsche Bank
Germany
$81.8M -$16.5M -118,407 -19%
UBS AM
30
UBS AM
Illinois
$78.9M -$377K -2,704 -0.6%
BG
31
BlackRock Group
United Kingdom
$78.3M -$2.39M -17,117 -3%
Norges Bank
32
Norges Bank
Norway
$72.8M -$3.71M -26,613 -6%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$68M +$37.2M +266,920 +176%
CCM
34
Cornerstone Capital Management
Minnesota
$67.9M +$5.58M +40,019 +11%
Morgan Stanley
35
Morgan Stanley
New York
$65.7M +$14.6M +104,935 +35%
CWAM
36
Columbia Wanger Asset Management
Illinois
$61.2M +$52.6M +377,000 New
VOYA Investment Management
37
VOYA Investment Management
Georgia
$55.2M -$39.8M -285,626 -46%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$53.2M -$17.6M -126,352 -28%
SCM
39
Sirios Capital Management
Massachusetts
$53M +$45.6M +326,529 New
GIM
40
Granahan Investment Management
Massachusetts
$49.9M +$1.02M +7,290 +2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$49.6M +$4.23M +30,324 +11%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$49.2M -$22.6M -162,188 -35%
Alkeon Capital Management
43
Alkeon Capital Management
New York
$49M +$3.13M +22,465 +8%
ClearBridge Investments
44
ClearBridge Investments
New York
$47.4M +$24.3M +174,176 +148%
Marshall Wace
45
Marshall Wace
United Kingdom
$47.2M +$39.4M +282,616 +3,496%
CA
46
Cortland Advisers
Delaware
$45.9M -$16.4M -117,355 -29%
CS
47
Credit Suisse
Switzerland
$45.2M +$2.6M +18,614 +7%
RFC
48
Russell Frank Company
Washington
$42.2M -$4.09M -29,313 -10%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$39M +$1.77M +12,661 +6%
TAM
50
Tiverton Asset Management
Delaware
$37.1M -$2.99M -21,467 -9%

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.