We are live on ! Find out more
AMG icon

Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$5.65M -$127K -1,700 -2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$5.51M -$127K -1,700 -2%
NSAM
53
North Star Asset Management
Wisconsin
$5.34M -$119K -1,584 -2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$5.12M -$96.8K -1,292 -1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.96M +$440K +5,874 +8%
William Blair & Company
56
William Blair & Company
Illinois
$4.85M -$113K -1,514 -2%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$4.78M +$2.9M +38,700 +92%
EVM
58
Eaton Vance Management
Massachusetts
$4.48M -$20.3K -271 -0.4%
QI
59
QS Investors
New York
$4.39M
Millennium Management
60
Millennium Management
New York
$4.25M -$14.5M -192,986 -73%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.17M -$44.6M -595,097 -89%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$4.17M +$4.52M +60,348 +596%
ELI
63
Empire Life Investments
Ontario, Canada
$4.14M +$943K +12,589 +22%
SAM
64
Storebrand Asset Management
Norway
$3.98M +$5.05M +67,368 New
UBS AM
65
UBS AM
Illinois
$3.92M -$2.57M -34,285 -34%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$3.79M
Citadel Advisors
67
Citadel Advisors
Florida
$3.64M -$2.42M -32,252 -34%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$3.46M +$191K +2,547 +5%
HLCM
69
Hi-Line Capital Management
South Dakota
$3.3M +$792K +10,574 +23%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$3.22M +$21.3K +285 +0.5%
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$3.1M -$330K -4,410 -8%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$2.99M +$3.79M +50,565 New
Deutsche Bank
73
Deutsche Bank
Germany
$2.96M -$7.81M -104,216 -68%
Holocene Advisors
74
Holocene Advisors
New York
$2.93M -$608K -8,118 -14%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$2.89M +$3.67M +48,931 New

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.