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Affiliated Managers Group

499 hedge funds and large institutions have $7.73B invested in Affiliated Managers Group in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

5% more funds holding

Funds holding: 473499 (+26)

10% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 168

0.83% less ownership

Funds ownership: 102.85%102.02% (-0.83%)

10% less capital invested

Capital invested by funds: $8.6B → $7.73B (-$866M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

70% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $41.6M

Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
72
Increased
184
Reduced
168
Closed
44
Calls
$12.6M
Puts
$41.6M
Net Calls
-$29M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
476
Meeder Asset Management
Ohio
$9K +$491 +3 +5%
MA
477
MCF Advisors
Kentucky
$8K -$18.5K -113 -67%
EFSCE
478
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
FIB
479
First Interstate Bank
Montana
$8K
WRM
480
Westport Resources Management
Connecticut
$8K
WTC
481
WhitTier Trust Company
Nevada
$8K
BFEC
482
Benjamin F. Edwards & Company
Missouri
$7K
JCM
483
Jacobi Capital Management
Pennsylvania
$7K +$8.18K +50 New
GWS
484
Glassman Wealth Services
Virginia
$5K
HR
485
Howe & Rusling
New York
$5K
CHC
486
City Holding Co
West Virginia
$5K +$5.89K +36 New
HDIM
487
Hanson & Doremus Investment Management
Vermont
$4K -$16.4K -100 -78%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$4K -$13.1K -80 -75%
KT
489
Kanaly Trust
Texas
$4K
SBL
490
Sargent Bickham Lagudis
Colorado
$4K
ZB
491
Zions Bancorporation
Utah
$4K
FANJ
492
Financial Architects (New Jersey)
New Jersey
$4K +$2.46K +15 +115%
CCM
493
Cribstone Capital Management
Maine
$3K +$3.77K +23 New
WEC
494
Winslow Evans & Crocker
Massachusetts
$2.11K +$164 +1 +7%
JIC
495
Joel Isaacson & Co
New York
$2K
PFBT
496
Parkside Financial Bank & Trust
Missouri
$1K
SF
497
Synovus Financial
Georgia
$1K +$818 +5 New
CAM
498
ClariVest Asset Management
California
$1K +$1.64K +10 New
CA
499
Commerzbank Aktiengesellschaft
Germany
$224 -$32.7K -200 -11%
JCM
500
Junto Capital Management
New York
-$23.9M -147,189 Closed

AMG Hedge Fund Activity: Q2 2016 in Review

499 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2016, worth a combined $7.73B — down 10% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMG positions and 44 closed out — a net gain of 28 holders — while 184 added to existing stakes and 168 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.3M. The largest seller was Royal London Asset Management, cutting an estimated $353M.

  • 499 institutional investors held Affiliated Managers Group (AMG) as of Q2 2016, up from 473 in Q1 2016.
  • Funds reported $7.73B of Affiliated Managers Group stock for Q2 2016, down 10% quarter-over-quarter.
  • 72 funds opened new Affiliated Managers Group positions in Q2 2016 and 44 closed out, a net change of +28 holders.
  • The largest Affiliated Managers Group buyer in Q2 2016 was Citadel Advisors, an estimated $86.3M added.
  • The largest Affiliated Managers Group seller in Q2 2016 was Royal London Asset Management, an estimated $353M sold.

Based on aggregated 13F filings for Q2 2016.