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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
26
DZ Bank
Germany
$103M -$1.33M -7,487 -1%
Victory Capital Management
27
Victory Capital Management
Texas
$93.2M -$3.54M -19,903 -4%
JSP
28
Jackson Square Partners
California
$92.9M +$2.9M +16,287 +3%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$79.6M +$6.5M +36,525 +10%
Deutsche Bank
30
Deutsche Bank
Germany
$78.8M -$26.1M -146,438 -26%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$77.9M -$19.3M -108,485 -21%
NC
32
Nicholas Company
Wisconsin
$77.3M -$22.5M -126,270 -24%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$71M +$4.78M +26,860 +8%
Federated Hermes
34
Federated Hermes
Pennsylvania
$59.8M +$10.1M +56,985 +22%
BAMF
35
BI Asset Management Fondsmaeglerselskab
Denmark
$59M -$6.03M -33,900 -10%
VFA
36
Virtus Fund Advisers
Connecticut
$56.1M -$12.4M -69,700 -19%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$56M -$14.8K -83 -0%
Legal & General Group
38
Legal & General Group
United Kingdom
$54.2M +$2.05M +11,519 +4%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$53.6M +$4.46M +25,044 +10%
Franklin Resources
40
Franklin Resources
California
$51.7M -$459K -2,580 -0.9%
Charles Schwab
41
Charles Schwab
California
$49.5M +$1.29M +7,257 +3%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$43.8M +$6.8M +38,196 +20%
SCM
43
Sirios Capital Management
Massachusetts
$43.2M -$31.1M -174,605 -43%
Calamos Advisors
44
Calamos Advisors
Illinois
$42.9M +$20.3M +114,217 +102%
JVBC
45
J.V. Bruni & Co
Colorado
$42.5M -$955K -5,369 -2%
PC
46
Polar Capital
United Kingdom
$39.9M +$5.83M +32,786 +18%
GC
47
Guggenheim Capital
Illinois
$36M -$4.67M -26,225 -12%
PPA
48
Parametric Portfolio Associates
Washington
$35.9M +$545K +3,062 +2%
TA
49
Teachers Advisors
New York
$32.6M +$790K +4,439 +3%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$31.1M -$2.19M -12,292 -7%

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.