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Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$29.2M +$1.39M +8,710 +5%
TA
52
Teachers Advisors
New York
$27.8M +$4.52M +28,297 +20%
LCP
53
LGT Capital Partners
Switzerland
$27.2M +$5.46M +34,230 +26%
CS
54
Credit Suisse
Switzerland
$26.7M -$3.14M -19,673 -11%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$26.1M +$707K +4,428 +3%
Norges Bank
56
Norges Bank
Norway
$25.4M -$13.1M -82,141 -35%
ESBC
57
E.S. Barr & Co
Kentucky
$25.4M -$174K -1,089 -0.7%
TCIM
58
TIAA CREF Investment Management
New York
$25.2M -$6.87M -43,012 -22%
Macquarie Group
59
Macquarie Group
Australia
$24.9M -$14.5M -90,824 -38%
UBS AM
60
UBS AM
Illinois
$24.8M +$2.03M +12,734 +9%
PP
61
Prudential plc
United Kingdom
$24.4M +$3.12M +19,545 +15%
HI
62
Honeywell International
North Carolina
$24.1M
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$23.7M -$815K -5,105 -3%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$23.2M -$1.85M -11,617 -8%
SEI Investments
65
SEI Investments
Pennsylvania
$20.2M +$1.63M +10,240 +9%
Canada Life
66
Canada Life
Manitoba, Canada
$20.2M +$839K +5,255 +4%
CCMLC
67
Cardinal Capital Management LLC (Connecticut)
Connecticut
$19.6M +$172K +1,075 +0.9%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$19.4M +$670K +4,200 +4%
GIA
69
Gateway Investment Advisers
Ohio
$19.3M +$46.1K +289 +0.2%
TAM
70
Tiverton Asset Management
Delaware
$19.2M -$3.09M -19,348 -14%
GHCM
71
Glen Harbor Capital Management
California
$18.9M +$11.5M +72,114 +172%
NFA
72
Nationwide Fund Advisors
Ohio
$18.7M -$634K -3,969 -3%
VDI
73
Vaughan David Investments
Illinois
$18.7M +$972K +6,090 +6%
Calamos Advisors
74
Calamos Advisors
Illinois
$18.6M +$17.9M +111,997 New
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$17.8M -$48.2K -302 -0.3%

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.