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Affiliated Managers Group

528 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, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
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
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
526
Nomura Holdings
Japan
$899 +$118K +607 +15%
RCM
527
Riverpark Capital Management
New York
-$10.4M -50,658 Closed
QIM
528
Quantitative Investment Management
Virginia
-$8.78M -42,800 Closed
DBG
529
De Burlo Group
Massachusetts
-$6.64M -32,350 Closed
Fidelity International
530
Fidelity International
Bermuda
-$5.98M -29,122 Closed
SIMG
531
Stephens Investment Management Group
Texas
-$4.34M -21,164 Closed
Voloridge Investment Management
532
Voloridge Investment Management
Florida
-$4M -19,510 Closed
Marshall Wace
533
Marshall Wace
United Kingdom
-$3.73M -18,168 Closed
ECM
534
EII Capital Management
New York
-$3.08M -15,000 Closed
ZIG
535
Zurich Insurance Group
Switzerland
-$2.48M -12,066 Closed
RA
536
RiverPark Advisors
New York
-$2.13M -10,392 Closed
EGM
537
Engineers Gate Manager
New York
-$1.56M -7,621 Closed
B
538
BP
United Kingdom
-$1.44M -7,000 Closed
ECM
539
ETrade Capital Management
Virginia
-$1.37M -6,692 Closed
MFIMFI
540
Mesirow Financial Investment Management - Fixed Income
Illinois
-$1.34M -6,555 Closed
IG
541
ING Group
Netherlands
-$1.08M -5,285 Closed
VF
542
Virtu Financial
New York
-$978K -4,767 Closed
ZDA
543
Zweig-DiMenna Associates
New York
-$805K -3,922 Closed
VIA
544
Virtus Investment Advisers
Connecticut
-$574K -2,796 Closed
MME
545
Meag Munich Ergo
Germany
-$557K -2,680 Closed
LIC
546
Lodestar Investment Counsel
Illinois
-$468K -2,280 Closed
TFCP
547
Twin Focus Capital Partners
Massachusetts
-$406K -1,977 Closed
PC
548
Passport Capital
California
-$388K -1,888 Closed
CC
549
Cognios Capital
Kansas
-$360K -1,754 Closed
WP
550
WMS Partners
Maryland
-$328K -1,600 Closed

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.