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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
26
Jupiter Investment Management
United Kingdom
$89.2M +$91.6M +470,457 New
JSP
27
Jackson Square Partners
California
$85.8M -$5.8M -29,763 -6%
William Blair & Company
28
William Blair & Company
Illinois
$85.2M -$26.5M -135,865 -23%
Victory Capital Management
29
Victory Capital Management
Texas
$81.2M -$2.81M -14,450 -3%
NC
30
Nicholas Company
Wisconsin
$75.1M -$1.76M -9,010 -2%
Federated Hermes
31
Federated Hermes
Pennsylvania
$60.1M +$561K +2,880 +0.9%
Charles Schwab
32
Charles Schwab
California
$58M +$4.41M +22,626 +8%
American Century Companies
33
American Century Companies
Missouri
$55.7M -$10.1M -52,096 -15%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$55.6M -$404K -2,076 -0.7%
Prudential Financial
35
Prudential Financial
New Jersey
$54.6M +$33.9M +174,059 +153%
Norges Bank
36
Norges Bank
Norway
$51.5M +$21.5M +110,433 +68%
CVA
37
Ceredex Value Advisors
Florida
$50.4M +$51.8M +265,750 New
Legal & General Group
38
Legal & General Group
United Kingdom
$50.4M -$3.48M -17,865 -6%
Ameriprise
39
Ameriprise
Minnesota
$47.4M +$38.3M +196,742 +367%
JVBC
40
J.V. Bruni & Co
Colorado
$43.6M +$479K +2,459 +1%
Calamos Advisors
41
Calamos Advisors
Illinois
$42.1M -$1.76M -9,037 -4%
GC
42
Guggenheim Capital
Illinois
$42M +$5.48M +28,109 +15%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$41.3M -$11.8M -60,356 -22%
William Blair Investment Management
44
William Blair Investment Management
Illinois
$40M -$199M -1,020,615 -83%
Massachusetts Financial Services
45
Massachusetts Financial Services
Massachusetts
$37.5M -$1.42M -7,308 -4%
UBS AM
46
UBS AM
Illinois
$36.1M +$5.01M +25,725 +16%
APG Asset Management
47
APG Asset Management
Netherlands
$35.7M +$7.3M +37,500 +19%
PPA
48
Parametric Portfolio Associates
Washington
$35.7M +$407K +2,090 +1%
Millennium Management
49
Millennium Management
New York
$34.4M +$23.8M +122,290 +207%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$33.5M +$200K +1,028 +0.6%

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.