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Affiliated Managers Group

499 hedge funds and large institutions have $7.73B invested in Affiliated Managers Group in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

5% more funds holding

Funds holding: 473499 (+26)

10% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 168

0.83% less ownership

Funds ownership: 102.85%102.02% (-0.83%)

10% less capital invested

Capital invested by funds: $8.6B → $7.73B (-$866M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

70% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $41.6M

Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
72
Increased
184
Reduced
168
Closed
44
Calls
$12.6M
Puts
$41.6M
Net Calls
-$29M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$90M +$38.4M +234,864 +58%
Deutsche Bank
27
Deutsche Bank
Germany
$86.4M +$18M +110,232 +22%
Marshall Wace
28
Marshall Wace
United Kingdom
$84.8M +$51.1M +311,991 +107%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$77.5M +$6.76M +41,309 +8%
SCM
30
Sterling Capital Management
North Carolina
$77.2M +$4.98M +30,431 +6%
CWAM
31
Columbia Wanger Asset Management
Illinois
$67.6M +$16.9M +103,346 +27%
BG
32
BlackRock Group
United Kingdom
$67.1M -$923K -5,639 -1%
SCM
33
Sirios Capital Management
Massachusetts
$66.4M +$23.8M +145,196 +44%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$63.7M +$2.27M +13,845 +3%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$59.3M +$426K +2,605 +0.6%
Norges Bank
36
Norges Bank
Norway
$58M -$5.9M -36,053 -8%
VOYA Investment Management
37
VOYA Investment Management
Georgia
$50.9M +$3.61M +22,044 +6%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$50M +$8.12M +49,581 +16%
CCM
39
Cornerstone Capital Management
Minnesota
$46.6M -$14.3M -87,314 -21%
ClearBridge Investments
40
ClearBridge Investments
New York
$42.5M +$1.64M +10,011 +3%
Alkeon Capital Management
41
Alkeon Capital Management
New York
$41.9M +$40.9K +250 +0.1%
EA
42
Emerald Acquisition
Washington
$40.5M +$47.1M +287,579 New
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$40.5M -$2.5M -15,300 -5%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$38.7M +$5.75M +35,130 +15%
GIM
45
Granahan Investment Management
Massachusetts
$38.1M -$6.03M -36,853 -12%
CS
46
Credit Suisse
Switzerland
$34.6M -$5.31M -32,463 -12%
Millennium Management
47
Millennium Management
New York
$34.2M +$16.3M +99,595 +70%
Legal & General Group
48
Legal & General Group
United Kingdom
$32M +$1.14M +6,994 +3%
CA
49
Cortland Advisers
Delaware
$29.2M -$12.3M -75,372 -27%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$28.9M -$19.9M -121,828 -37%

AMG Hedge Fund Activity: Q2 2016 in Review

499 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2016, worth a combined $7.73B — down 10% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMG positions and 44 closed out — a net gain of 28 holders — while 184 added to existing stakes and 168 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.3M. The largest seller was Royal London Asset Management, cutting an estimated $353M.

  • 499 institutional investors held Affiliated Managers Group (AMG) as of Q2 2016, up from 473 in Q1 2016.
  • Funds reported $7.73B of Affiliated Managers Group stock for Q2 2016, down 10% quarter-over-quarter.
  • 72 funds opened new Affiliated Managers Group positions in Q2 2016 and 44 closed out, a net change of +28 holders.
  • The largest Affiliated Managers Group buyer in Q2 2016 was Citadel Advisors, an estimated $86.3M added.
  • The largest Affiliated Managers Group seller in Q2 2016 was Royal London Asset Management, an estimated $353M sold.

Based on aggregated 13F filings for Q2 2016.