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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
PC
51
Polar Capital
United Kingdom
$31.8M -$8.18M -41,998 -20%
SCM
52
Sirios Capital Management
Massachusetts
$30.3M -$8.38M -43,017 -21%
TA
53
Teachers Advisors
New York
$30M -$1.31M -6,734 -4%
Franklin Resources
54
Franklin Resources
California
$29.6M -$8.89M -45,660 -23%
1832 Asset Management
55
1832 Asset Management
Ontario, Canada
$29.3M +$19.8M +101,900 +196%
State of New Jersey Common Pension Fund D
56
State of New Jersey Common Pension Fund D
New Jersey
$28.8M +$21.4M +110,000 +262%
ESBC
57
E.S. Barr & Co
Kentucky
$28.8M +$159K +817 +0.5%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$26.1M -$37.4M -192,068 -58%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$26.1M -$854K -4,385 -3%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$26M +$2.58M +13,245 +11%
EVM
61
Eaton Vance Management
Massachusetts
$24.9M +$12.3M +63,238 +93%
TCIM
62
TIAA CREF Investment Management
New York
$23.6M -$1.69M -8,654 -6%
PP
63
Prudential plc
United Kingdom
$23.4M -$1.93M -9,918 -7%
Macquarie Group
64
Macquarie Group
Australia
$23.3M -$4.09M -21,011 -15%
VDI
65
Vaughan David Investments
Illinois
$21.7M +$371K +1,905 +2%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$21.6M -$1.96M -10,053 -8%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$21.4M -$4.81M -24,693 -18%
CCMLC
68
Cardinal Capital Management LLC (Connecticut)
Connecticut
$21.1M +$902K +4,631 +4%
IP
69
Interval Partners
New York
$20.8M +$12M +61,743 +129%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$20.3M
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$20.1M +$5.68M +29,135 +38%
DZ Bank
72
DZ Bank
Germany
$20.1M -$83.4M -428,050 -81%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$19.9M +$10.1K +52 +0%
Canada Life
74
Canada Life
Manitoba, Canada
$19.7M -$163K -836 -0.8%
LCP
75
LGT Capital Partners
Switzerland
$19.5M +$3.68M +18,880 +22%

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.