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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$27.7M +$187K +2,770 +0.8%
Victory Capital Management
27
Victory Capital Management
Texas
$27.4M +$23M +340,356 +1,283%
HA
28
HHLR Advisors
Cayman Islands
$25M +$1.92M +28,430 +9%
JVBC
29
J.V. Bruni & Co
Colorado
$24.7M +$3.63M +53,661 +19%
Goldman Sachs
30
Goldman Sachs
New York
$21M -$808K -11,962 -4%
RJA
31
Raymond James & Associates
Florida
$20.1M -$1.01M -14,986 -5%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$17.1M +$3.23M +47,780 +26%
PPA
33
Parametric Portfolio Associates
Washington
$16.6M -$652K -9,649 -4%
WCM
34
Wallace Capital Management
Texas
$14.4M -$529K -7,829 -4%
JP Morgan Chase
35
JP Morgan Chase
New York
$13.7M +$4.04M +59,720 +48%
AL
36
AJO LP
Pennsylvania
$12.7M +$10.2M +151,252 +788%
PC
37
Polar Capital
United Kingdom
$11.7M -$8.6M -127,194 -45%
Principal Financial Group
38
Principal Financial Group
Iowa
$10.9M -$396K -5,853 -4%
Macquarie Group
39
Macquarie Group
Australia
$10.5M -$1.3M -19,237 -12%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$9.81M -$213K -3,145 -2%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$9.47M -$6.28M -92,851 -42%
Legal & General Group
42
Legal & General Group
United Kingdom
$9.44M +$669K +9,892 +8%
RGI
43
River Global Investors
United Kingdom
$9.22M -$750K -11,093 -8%
Capital World Investors
44
Capital World Investors
California
$8.8M +$7.98M +118,000 New
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.74M -$2.27M -33,529 -22%
Bank of America
46
Bank of America
North Carolina
$8.2M +$355K +5,259 +5%
Swiss National Bank
47
Swiss National Bank
Switzerland
$7.96M +$757K +11,200 +12%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$7.95M -$361K -5,339 -5%
Wells Fargo
49
Wells Fargo
California
$7.86M -$1.43M -21,151 -17%
N
50
Nuveen
North Carolina
$7.31M -$567K -8,384 -8%

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.