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Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
HHLR Advisors
Cayman Islands
$18.1M +$17.6M +235,298 +330%
Goldman Sachs
27
Goldman Sachs
New York
$17.3M -$12.5M -166,889 -36%
PC
28
Polar Capital
United Kingdom
$16.8M -$8.7M -116,169 -29%
RJA
29
Raymond James & Associates
Florida
$16.8M +$4.85M +64,784 +30%
JVBC
30
J.V. Bruni & Co
Colorado
$16.4M +$228K +3,043 +1%
PPA
31
Parametric Portfolio Associates
Washington
$13.7M -$4.91M -65,519 -22%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$13M -$9.35M -124,771 -36%
WCM
33
Wallace Capital Management
Texas
$11.9M +$1.23M +16,439 +9%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$11.2M -$3.31M -44,131 -20%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$9.47M -$7.33M -97,791 -38%
Macquarie Group
36
Macquarie Group
Australia
$9.46M +$120K +1,600 +1%
Principal Financial Group
37
Principal Financial Group
Iowa
$8.98M -$4.99M -66,618 -31%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.91M +$8.94M +119,344 +381%
RGI
39
River Global Investors
United Kingdom
$7.97M -$1.79M -23,857 -15%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$7.97M +$924K +12,341 +10%
Wells Fargo
41
Wells Fargo
California
$7.48M -$5.07M -67,740 -35%
JP Morgan Chase
42
JP Morgan Chase
New York
$7.3M -$7.52M -100,335 -45%
Legal & General Group
43
Legal & General Group
United Kingdom
$6.91M -$9.1M -121,445 -51%
CIM
44
Contrarius Investment Management
Jersey
$6.79M +$8.6M +114,825 New
CS
45
Credit Suisse
Switzerland
$6.78M +$249K +3,322 +3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$6.62M -$127K -1,700 -1%
Ameriprise
47
Ameriprise
Minnesota
$6.32M -$524K -6,995 -6%
N
48
Nuveen
North Carolina
$6.3M +$446K +5,948 +6%
Bank of America
49
Bank of America
North Carolina
$6.19M -$5.15M -68,805 -40%
AIG
50
American International Group
New York
$5.68M +$72.9K +973 +1%

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.