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Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
Nicholas Company
Wisconsin
$88.5M +$2.83M +17,725 +3%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$86.1M +$63.7M +399,083 +333%
Victory Capital Management
28
Victory Capital Management
Texas
$84.8M -$5.97M -37,391 -7%
JP Morgan Chase
29
JP Morgan Chase
New York
$84.6M -$119M -747,905 -59%
JSP
30
Jackson Square Partners
California
$78.5M -$18.2M -113,960 -19%
SCM
31
Sirios Capital Management
Massachusetts
$66.7M -$28.3M -177,094 -31%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$63.4M +$4.68M +29,297 +8%
VFA
33
Virtus Fund Advisers
Connecticut
$62M +$18.9M +118,675 +48%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$57.6M +$2.74M +17,165 +5%
BAMF
35
BI Asset Management Fondsmaeglerselskab
Denmark
$57.2M +$2.25M +14,100 +4%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$49M +$122K +767 +0.3%
AAMU
37
Amundi Asset Management US
Massachusetts
$46.3M +$16.6M +103,816 +59%
Franklin Resources
38
Franklin Resources
California
$45.6M -$20.3M -127,000 -32%
Legal & General Group
39
Legal & General Group
United Kingdom
$45.5M +$2.24M +14,012 +5%
Federated Hermes
40
Federated Hermes
Pennsylvania
$42.8M -$6.9M -43,227 -14%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$42.7M -$884K -5,540 -2%
Charles Schwab
42
Charles Schwab
California
$42.1M -$3.18M -19,902 -7%
JVBC
43
J.V. Bruni & Co
Colorado
$38.1M +$133K +836 +0.4%
CI Investments Inc
44
CI Investments Inc
Ontario, Canada
$38M +$2.79M +17,500 +8%
CGI
45
CI Global Investments
California
$37.3M +$35.7M +223,582 +20,215%
GC
46
Guggenheim Capital
Illinois
$35.8M +$27.1K +170 +0.1%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$31.9M +$3.68M +23,059 +14%
PPA
48
Parametric Portfolio Associates
Washington
$30.9M +$3.84M +24,047 +15%
PI
49
PGGM Investments
Netherlands
$30.5M -$2.12M -13,281 -7%
PC
50
Polar Capital
United Kingdom
$29.4M

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.