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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
GCC
551
Game Creek Capital
Massachusetts
-$287K -1,400 Closed
CCB
552
Cutter & Co Brokerage
Missouri
-$271K -1,320 Closed
Capital Fund Management (CFM)
553
Capital Fund Management (CFM)
France
-$251K -1,289 Closed
PAG
554
Private Advisor Group
New Jersey
-$258K -1,284 Closed
NA
555
NewEdge Advisors
Louisiana
-$234K -1,166 Closed
VFA
556
Voya Financial Advisors
Connecticut
-$226K -1,094 Closed
XS
557
XML Securities
Maryland
-$218K -1,064 Closed
FCBT
558
First Citizens Bank & Trust
North Carolina
-$214K -1,042 Closed
EMFAT
559
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$212K -1,031 Closed
GG
560
Gofen & Glossberg
Illinois
-$206K -1,006 Closed
AWCI
561
Alpine Woods Capital Investors
New York
-$205K -1,000 Closed
FCM
562
FJ Capital Management
Virginia
-$203K -1,000 Closed
SBWIC
563
Schaper Benz & Wise Investment Counsel
Wisconsin
-$205K -1,000 Closed
WPW
564
Waldron Private Wealth
Pennsylvania
-$201K -980 Closed
PMAM
565
Picton Mahoney Asset Management
Ontario, Canada
-$169K -825 Closed
C
566
Cerebellum
California
-$49K -240 Closed
STA
567
Summit Trail Advisors
New York
-$49K -236 Closed
First Manhattan
568
First Manhattan
New York
-$43K -210 Closed
MIC
569
MU Investments Company
Japan
-$33K -160 Closed
UMA
570
USA Mutuals Advisors
Texas
-$30K -160 Closed
NSIM
571
North Star Investment Management
Illinois
-$31K -151 Closed
EWM
572
Evercore Wealth Management
New York
-$26K -125 Closed
AIL
573
AGF Investments LLC
Ontario, Canada
-$20K -100 Closed
Simplex Trading
574
Simplex Trading
Illinois
-$15.4K -79 Closed
DBT
575
Dubuque Bank & Trust
Iowa
-$11K -55 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.