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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
51
Norges Bank
Norway
$30.6M +$1.45M +8,160 +5%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$29.5M -$344K -1,931 -1%
UBS AM
53
UBS AM
Illinois
$29.4M +$951K +5,347 +4%
ESBC
54
E.S. Barr & Co
Kentucky
$28.9M -$89.8K -505 -0.3%
PP
55
Prudential plc
United Kingdom
$28.8M +$808K +4,542 +3%
Macquarie Group
56
Macquarie Group
Australia
$28M -$459K -2,580 -2%
TCIM
57
TIAA CREF Investment Management
New York
$28M -$782K -4,397 -3%
HI
58
Honeywell International
North Carolina
$27.6M +$17.8K +100 +0.1%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$27.6M +$954K +5,361 +4%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$26.1M -$941K -5,288 -4%
APG Asset Management
61
APG Asset Management
Netherlands
$23.3M +$3.2M +18,000 +17%
LCP
62
LGT Capital Partners
Switzerland
$23.1M -$7.48M -42,052 -26%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$23.1M +$877K +4,932 +4%
SEI Investments
64
SEI Investments
Pennsylvania
$22.8M -$396K -2,226 -2%
PI
65
PGGM Investments
Netherlands
$22.6M -$11.5M -64,532 -35%
Canada Life
66
Canada Life
Manitoba, Canada
$22.4M -$625K -3,514 -3%
VDI
67
Vaughan David Investments
Illinois
$21.5M +$74.7K +420 +0.4%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$20.8M +$883K +4,966 +5%
NFA
69
Nationwide Fund Advisors
Ohio
$20.8M -$605K -3,400 -3%
CS
70
Credit Suisse
Switzerland
$20.5M -$9.43M -52,995 -33%
Morgan Stanley
71
Morgan Stanley
New York
$20.1M +$3.95M +22,203 +27%
CCMLC
72
Cardinal Capital Management LLC (Connecticut)
Connecticut
$20M -$2.25M -12,670 -11%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$19.8M -$79.7K -448 -0.4%
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$19.6M +$382K +2,148 +2%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$18.7M -$1.55M -8,688 -8%

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.