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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
501
UBS O'Connor
Illinois
-$320K -2,000 Closed
AT
502
Arden Trust
Delaware
-$311K -1,950 Closed
Simplex Trading
503
Simplex Trading
Illinois
-$269K -1,929 Closed
MUS
504
Mitsubishi UFJ Securities
Japan
-$300K -1,876 Closed
RJT
505
Raymond James Trust
Florida
-$280K -1,755 Closed
EFS
506
Essex Financial Services
Connecticut
-$232K -1,450 Closed
CC
507
Curian Capital
Colorado
-$222K -1,389 Closed
RFC
508
Regions Financial Corp
Alabama
-$210K -1,313 Closed
KSA
509
Ken Stern & Associates
California
-$204K -1,280 Closed
EA
510
Euclid Advisors
Connecticut
-$184K -1,150 Closed
MCM
511
Manchester Capital Management
Vermont
-$76K -475 Closed
NYLT
512
New York Life Trust
New York
-$74K -461 Closed
ACS
513
Archford Capital Strategies
Illinois
-$58K -361 Closed
FNBT
514
FineMark National Bank & Trust
Florida
-$37K -233 Closed
IA
515
IFP Advisors
Florida
-$35K -222 Closed
TDC
516
Thompson Davis & Co
Virginia
-$27K -168 Closed
SIG
517
Stanford Investment Group
California
-$20K -127 Closed
TWA
518
TCI Wealth Advisors
Arizona
-$13K -82 Closed
VFA
519
Virtus Fund Advisers
Connecticut
-$12K -72 Closed
PMFA
520
Plante Moran Financial Advisors
Michigan
-$11K -69 Closed
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
-$6.28K -45 Closed
AIA
522
Allegis Investment Advisors
Idaho
-$7K -42 Closed
WOC
523
West Oak Capital
California
-$5.11K -32 Closed
BBHC
524
Brown Brothers Harriman & Co
New York
-$5K -30 Closed
PCM
525
Penserra Capital Management
California
-$5K -30 Closed

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.