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Affiliated Managers Group
AMG

Overview Fund Activity

526 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 155 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.07%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
155
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K

Top Buyers

1
JIM
Jupiter Investment Management
United Kingdom
+$89.2M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$65.4M
3
Ameriprise
Ameriprise
Minnesota
+$37.3M
4
Deutsche Bank
Deutsche Bank
Germany
+$35.8M
5
BlackRock
BlackRock
New York
+$33.7M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$193M
2
DZ Bank
DZ Bank
Germany
-$84.3M
3
Bank of America
Bank of America
North Carolina
-$73.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$36.5M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$36.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
501
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
HDIM
502
Hanson & Doremus Investment Management
Vermont
$5K – – –
BFEC
503
Benjamin F. Edwards & Company
Missouri
$5K – – –
PCG
504
Private Capital Group
Connecticut
$4K -$45.7K -217 -92%
CFD
505
Creative Financial Designs
Indiana
$4K -$2.8K -14 -41%
CB
506
Community Bank
New York
$4K – – –
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
EARNEST Partners
508
EARNEST Partners
Georgia
$4K – – –
TL
509
TrueWealth LLC
Georgia
$3K -$11.1K -63 -79%
FRA
510
Front Row Advisors
California
$3K – – –
PK
511
Pflug Koory
Nebraska
$2K -$1.54K -10 -43%
LWA
512
Lenox Wealth Advisors
New York
$2K – – –
LWCFA
513
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
RWP
514
RWA Wealth Partners
Massachusetts
$2K +$2K +10 New
CCA
515
Clearwater Capital Advisors
Illinois
$2K +$2K +13 New
WPA
516
West Paces Advisors
Georgia
$1.52K – – –
PFBT
517
Parkside Financial Bank & Trust
Missouri
$1K – – –
AWM
518
Aevitas Wealth Management
Massachusetts
$1K – – –
VCM
519
Versant Capital Management
Arizona
$1K – – –
AWM
520
Avior Wealth Management
Nebraska
$1K – – –
PCFFS
521
Pacific Center for Financial Services
California
$1K – – –
MIFH
522
Migdal Insurance & Financial Holdings
Israel
$1K +$1K +4 New
FMA
523
FNY Managed Accounts
New York
$1K +$1K +8 New
Nomura Holdings
524
Nomura Holdings
Japan
$899 +$115 +607 +15%
RCM
525
Riverpark Capital Management
New York
– -$10.4M -50,658 Closed
19 20
21
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