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Affiliated Managers Group
AMG

Overview Fund Activity

492 hedge funds and large institutions have $7.67B invested in Affiliated Managers Group in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 169 increasing their positions, 188 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
13.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
53
Increased
169
Reduced
188
Closed
57
Calls
$18M
Puts
$46.8M
Net Calls
-$28.8M
Net Calls Change
+$237K

Top Buyers

1
PC
Passport Capital
California
$52.4M
2
SCM
Sirios Capital Management
Massachusetts
$103M
3
HCM
Herndon Capital Management
Georgia
$32M
4
Federated Hermes
Federated Hermes
Pennsylvania
$30.6M
5
CS
Credit Suisse
Switzerland
$61.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$19.2M
2
Macquarie Group
Macquarie Group
Australia
$39.6M
3
Citadel Advisors
Citadel Advisors
Florida
$192M
4
Alkeon Capital Management
Alkeon Capital Management
New York
$0
5
Morgan Stanley
Morgan Stanley
New York
$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
476
Glassman Wealth Services
Virginia
$7K +$1.07K +7 +18%
HR
477
Howe & Rusling
New York
$6K +$1.26K +9 +26%
DADC
478
D.A. Davidson & Co
Montana
$5K -$18K -148 -78%
CHC
479
City Holding Co
West Virginia
$5K – – –
WOC
480
West Oak Capital
California
$4.49K +$4.49K +31 New
BFEC
481
Benjamin F. Edwards & Company
Missouri
$4K -$3.85K -26 -49%
HDIM
482
Hanson & Doremus Investment Management
Vermont
$4K – – –
KT
483
Kanaly Trust
Texas
$4K – – –
FANJ
484
Financial Architects (New Jersey)
New Jersey
$4K – – –
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$4K +$4K +29 New
WEC
486
Winslow Evans & Crocker
Massachusetts
$2.17K – – –
JIC
487
Joel Isaacson & Co
New York
$2K – – –
PFBT
488
Parkside Financial Bank & Trust
Missouri
$1K – – –
TWA
489
TCI Wealth Advisors
Arizona
$1K +$1K +7 New
VCM
490
Versant Capital Management
Arizona
$1K +$1K +9 New
LCS
491
Levin Capital Strategies
New York
$215 +$215 +1,484 New
Alkeon Capital Management
492
Alkeon Capital Management
New York
– -$41.9M -301,845 Closed
CA
493
Cortland Advisers
Delaware
– -$29.2M -207,273 Closed
NAM
494
NorthCoast Asset Management
Connecticut
– -$22M -156,185 Closed
CWM
495
CIBC World Markets
New York
– -$8.46M -60,078 Closed
OA
496
Omega Advisors
New York
– -$7.39M -52,500 Closed
BCM
497
BlueCrest Capital Management
Jersey
– -$5.06M -35,972 Closed
Loomis, Sayles & Company
498
Loomis, Sayles & Company
Massachusetts
– -$3.3M -23,439 Closed
MCA
499
Morris Capital Advisors
Pennsylvania
– -$3.17M -22,528 Closed
WMSA
500
Weiss Multi-Strategy Advisers
New York
– -$2.83M -20,090 Closed
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