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Affiliated Managers Group
AMG

Overview Fund Activity

492 hedge funds and large institutions have $11.6B invested in Affiliated Managers Group in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
+3
Holders Change %
+0.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
55
Increased
162
Reduced
193
Closed
47
Calls
$15.6M
Puts
$22.3M
Net Calls
-$6.66M
Net Calls Change
-$6.77M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$196M
2
Jennison Associates
2
Jennison Associates
New York
$119M
3
DCP
3
DSM Capital Partners
Florida
$208M
4
Franklin Resources
4
Franklin Resources
California
$248M
5
TCM
5
Tran Capital Management
California
$216M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$23.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$419M
3
Wells Fargo
3
Wells Fargo
California
$380M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$215M
5
EVM
5
Eaton Vance Management
Massachusetts
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
476
Ruggie Capital Group
Florida
$8K +$3.2K +14 +67%
JIC
477
Joel Isaacson & Co
New York
$8K +$8K +36 New
JG
478
Jefferies Group
New York
$7K +$7K +31 New
WOC
479
West Oak Capital
California
$7K – – –
M
480
MOTCO
Texas
$6K – – –
HDIM
481
Hanson & Doremus Investment Management
Vermont
$6K – – –
BBHC
482
Brown Brothers Harriman & Co
New York
$5K – – –
CFA
483
Carroll Financial Associates
North Carolina
$5K +$1.96K +9 +64%
FANJ
484
Financial Architects (New Jersey)
New Jersey
$4K -$2.44K -11 -38%
GWA
485
Genesis Wealth Advisors
Massachusetts
$3.5K +$3.5K +16 New
PRS
486
Pinkerton Retirement Specialists
Idaho
$3K +$3K +15 New
LWA
487
Lenox Wealth Advisors
New York
$2K – – –
BC
488
Bartlett & Co
Ohio
$2K +$2K +7 New
TIM
489
Tortoise Investment Management
New York
$1K – – –
GXMC
490
Global X Management Company
New York
$1K +$1K +6 New
Nuveen Asset Management
491
Nuveen Asset Management
Illinois
$815 – – –
UB
492
UMB Bank
Missouri
$496 -$45 -205 -8%
AT
493
Arden Trust
Delaware
$344 +$3 +16 +1%
SCM
494
Sirios Capital Management
Massachusetts
– -$54.5M -253,772 Closed
HI
495
Honeywell International
North Carolina
– -$22.6M -105,000 Closed
BIM
496
BRC Investment Management
Colorado
– -$19M -88,639 Closed
MME
497
Meag Munich Ergo
Germany
– -$11.5M -52,838 Closed
HCM
498
Highbridge Capital Management
New York
– -$10.8M -50,255 Closed
WG
499
Winton Group
United Kingdom
– -$5.99M -27,880 Closed
QIM
500
Quest Investment Management
Oregon
– -$4.11M -19,144 Closed
18 19
20
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