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Affiliated Managers Group

275 hedge funds and large institutions have $3.14B invested in Affiliated Managers Group in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 98.56%98.82% (+0.25%)

5% less funds holding

Funds holding: 291275 (-16)

9% less capital invested

Capital invested by funds: $3.47B → $3.14B (-$327M)

11% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

42% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 123

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
5.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
34
Increased
71
Reduced
123
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$23.4M -$5.26M -75,190 -18%
HA
27
HHLR Advisors
Cayman Islands
$22.9M
JVBC
28
J.V. Bruni & Co
Colorado
$22.2M -$445K -6,362 -2%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$20.3M -$5.51M -78,799 -21%
Goldman Sachs
30
Goldman Sachs
New York
$19.7M +$451K +6,459 +2%
RJA
31
Raymond James & Associates
Florida
$17.1M -$1.27M -18,153 -7%
PPA
32
Parametric Portfolio Associates
Washington
$14.7M -$556K -7,961 -4%
JP Morgan Chase
33
JP Morgan Chase
New York
$14.4M +$1.98M +28,288 +15%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$13.7M +$5.16M +73,863 +58%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$12.1M -$3.83M -54,747 -24%
WCM
36
Wallace Capital Management
Texas
$11.8M -$1.43M -20,445 -11%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$9.79M +$3.67M +52,541 +58%
Principal Financial Group
38
Principal Financial Group
Iowa
$9.47M -$518K -7,409 -5%
Macquarie Group
39
Macquarie Group
Australia
$9.16M -$475K -6,800 -5%
Bank of America
40
Bank of America
North Carolina
$8.91M +$1.43M +20,414 +19%
Legal & General Group
41
Legal & General Group
United Kingdom
$8.86M +$203K +2,901 +2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$8.71M -$295K -4,222 -3%
N
43
Nuveen
North Carolina
$8.21M +$1.53M +21,927 +22%
PC
44
Polar Capital
United Kingdom
$8.15M -$2.63M -37,659 -24%
RGI
45
River Global Investors
United Kingdom
$7.75M -$723K -10,350 -8%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$7.67M +$393K +5,622 +5%
Renaissance Technologies
47
Renaissance Technologies
New York
$7.43M +$1.06M +15,200 +16%
Swiss National Bank
48
Swiss National Bank
Switzerland
$7.32M +$21K +300 +0.3%
Wells Fargo
49
Wells Fargo
California
$7.29M +$84K +1,201 +1%
Ameriprise
50
Ameriprise
Minnesota
$6.59M -$79.4K -1,136 -1%

AMG Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2020, worth a combined $3.14B — down 9.4% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 34 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 71 added.

The largest buyer was Atlanta Capital Management, adding an estimated $61M. The largest seller was BlackRock, cutting an estimated $23.3M.

  • 275 institutional investors held Affiliated Managers Group (AMG) as of Q3 2020, down from 291 in Q2 2020.
  • Funds reported $3.14B of Affiliated Managers Group stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q3 2020 was Atlanta Capital Management, an estimated $61M added.
  • The largest Affiliated Managers Group seller in Q3 2020 was BlackRock, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2020.