Affiliated Managers Group
470 hedge funds and large institutions have $8.27B invested in Affiliated Managers Group in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 157 increasing their positions, 185 reducing their positions, and 63 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.25% less ownership
Funds ownership: 96.96% → 96.71% (-0.25%)
8% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 63
2% less funds holding
Funds holding: 479 → 470 (-9)
8% less capital invested
Capital invested by funds: $8.95B → $8.27B (-$674M)
15% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 185
17% less call options, than puts
Call options by funds: $17.8M | Put options by funds: $21.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$117M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$104M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$47.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$46.4M |
| 5 |
Jennison Associates
New York
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tran Capital Management
San Rafael,
California
|
-$181M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$91.1M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$78M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$63.8M |
| 5 |
Alkeon Capital Management
New York
|
-$33.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
526
Wealthfront
Palo Alto,
California
| – | -$57K | -331 | Closed |
|
|
MGIA
527
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$18K | -104 | Closed |
|
528
Bessemer Group
Woodbridge,
New Jersey
| – | -$16K | -94 | Closed |
|
|
CHP
529
Cable Hill Partners
Portland,
Oregon
| – | -$6K | -33 | Closed |
|
|
VIA
530
Vantage Investment Advisors
State College,
Pennsylvania
| – | -$5K | -30 | Closed |
|
|
VIA
531
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$3K | -17 | Closed |
|
|
FPFS
532
First Personal Financial Services
Charlotte,
North Carolina
| – | -$2K | -10 | Closed |
|
|
MWP
533
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$1K | -5 | Closed |
|
|
LYV
534
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$1K | -3 | Closed |
|
|
DPA
535
Delphi Private Advisors
San Diego,
California
| – | +$516 | +3 | New |
|
AMG Hedge Fund Activity: Q4 2015 in Review
470 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2015, worth a combined $8.27B — down 7.5% from $8.95B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of AMG and 58 opened new positions — a net loss of 5 holders — while 185 trimmed existing stakes and 157 added.
The largest buyer was Goldman Sachs, adding an estimated $117M. The largest seller was Tran Capital Management, cutting an estimated $181M.
- 470 institutional investors held Affiliated Managers Group (AMG) as of Q4 2015, down from 479 in Q3 2015.
- Funds reported $8.27B of Affiliated Managers Group stock for Q4 2015, down 7.5% quarter-over-quarter.
- 58 funds opened new Affiliated Managers Group positions in Q4 2015 and 63 closed out, a net change of -5 holders.
- The largest Affiliated Managers Group buyer in Q4 2015 was Goldman Sachs, an estimated $117M added.
- The largest Affiliated Managers Group seller in Q4 2015 was Tran Capital Management, an estimated $181M sold.
Based on aggregated 13F filings for Q4 2015.