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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CLM
526
ClearBridge LLC (Maryland)
Maryland
-$137 -520 Closed
Fuller & Thaler Asset Management
527
Fuller & Thaler Asset Management
California
-$74K -500 Closed
DZ Bank
528
DZ Bank
Germany
-$25K -171 Closed
AIM
529
Advantage Investment Management
Iowa
-$21K -138 Closed
BCA
530
Bay Colony Advisors
Massachusetts
-$19K -125 Closed
BCP
531
Blackhawk Capital Partners
Wisconsin
-$15K -100 Closed
FHA
532
First Horizon Advisors
Tennessee
-$12K -82 Closed
CF
533
Centaurus Financial
California
-$12K -80 Closed
SIAS
534
Shine Investment Advisory Services
Colorado
-$10K -66 Closed
PW
535
Price Wealth
Texas
-$8K -56 Closed
TFS
536
TrustCore Financial Services
Tennessee
-$8K -54 Closed
LF
537
Lee Financial
Texas
-$6K -42 Closed
HDIM
538
Hanson & Doremus Investment Management
Vermont
-$4K -28 Closed
CFC
539
Coyle Financial Counsel
Illinois
-$4K -26 Closed
GFP
540
Gryphon Financial Partners
Ohio
-$4K -23 Closed
DBT
541
Dubuque Bank & Trust
Iowa
-$3K -20 Closed
KL
542
KWMG LLC
Kansas
-$3K -18 Closed
PCG
543
Private Capital Group
Connecticut
-$1.77K -12 -63%
CA
544
Centerpoint Advisors
Massachusetts
-$2K -11 Closed
CAG
545
Csenge Advisory Group
Florida
+$443 +3 New
TWA
546
TCI Wealth Advisors
Arizona
+$443 +3 New
AC
547
Avestar Capital
New York
+$738 +5 New
CFA
548
Carroll Financial Associates
North Carolina
+$886 +6 New

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.