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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$59.4M -$11.8M -80,209 -16%
Wells Fargo
27
Wells Fargo
California
$56.1M -$23.2M -157,040 -28%
Renaissance Technologies
28
Renaissance Technologies
New York
$55.2M -$1.79M -12,100 -3%
NC
29
Nicholas Company
Wisconsin
$48.9M
Federated Hermes
30
Federated Hermes
Pennsylvania
$41.7M -$11.7K -79 -0%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$40.8M +$238K +1,611 +0.5%
William Blair & Company
32
William Blair & Company
Illinois
$40.4M -$6.88M -46,605 -14%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$38.9M -$44.6M -302,207 -51%
CS
34
Credit Suisse
Switzerland
$38.5M +$24.9M +168,312 +149%
APG Asset Management
35
APG Asset Management
Netherlands
$38.4M +$1.7M +11,500 +4%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$36.9M +$24.3M +164,317 +155%
LCP
37
LGT Capital Partners
Switzerland
$36.8M +$11.3M +76,600 +40%
AI
38
Ariel Investments
Illinois
$36.6M +$39.6M +267,897 New
ELI
39
Empire Life Investments
Ontario, Canada
$35.2M +$18.9M +127,827 +98%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$34.5M +$7.38M +50,000 +25%
Millennium Management
41
Millennium Management
New York
$34M -$13.5M -91,402 -27%
Legal & General Group
42
Legal & General Group
United Kingdom
$33.5M -$550K -3,727 -2%
JVBC
43
J.V. Bruni & Co
Colorado
$32M +$363K +2,461 +1%
1832 Asset Management
44
1832 Asset Management
Ontario, Canada
$31.8M +$1.85M +12,500 +6%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$31.2M -$34.4M -233,169 -51%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$29.7M +$219K +1,480 +0.7%
AAMU
47
Amundi Asset Management US
Massachusetts
$29.2M -$20.3M -137,184 -39%
CIM
48
Chiron Investment Management
New York
$28.1M +$30.3M +205,495 New
PC
49
Polar Capital
United Kingdom
$27.9M +$803K +5,438 +3%
Two Sigma Investments
50
Two Sigma Investments
New York
$25.8M +$18.3M +124,050 +192%

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.