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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
76
Kalmar Investments
Delaware
$21.1M -$18.3M -131,255 -50%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$20.7M -$12.4M -89,012 -41%
BlackRock
78
BlackRock
New York
$20.1M -$6.01M -43,095 -26%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$19.2M -$16.9M -121,486 -51%
FAM
80
Fred Alger Management
New York
$18.9M +$16.2M +116,474 +80,327%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$18.9M +$2.07M +14,843 +15%
BIM
82
BlackRock Investment Management
Delaware
$17.9M -$689K -4,938 -4%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$17M -$3.85M -27,600 -21%
SI
84
Scout Investments
Missouri
$16.4M +$5.21M +37,373 +59%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$15.9M -$126K -904 -0.9%
ESCM
86
Echo Street Capital Management
New York
$15.5M +$9.6M +68,802 +256%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$15.5M +$980K +7,025 +8%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$15.4M -$4.06M -29,100 -23%
Prudential Financial
89
Prudential Financial
New Jersey
$14.4M -$632K -4,530 -5%
TCGI
90
Three Corner Global Investors
New York
$14.4M +$12.4M +88,700 New
MTB
91
Mizuho Trust & Banking
Japan
$14.3M +$1.09M +7,809 +10%
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$14.3M +$100K +719 +0.8%
Ameriprise
93
Ameriprise
Minnesota
$14.1M -$21.8M -156,482 -64%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$13.9M -$1.35M -9,700 -10%
CCMLC
95
Cardinal Capital Management LLC (Connecticut)
Connecticut
$13.8M +$2.18M +15,631 +23%
GA
96
Geneva Advisors
Illinois
$13.6M -$25.4M -182,057 -69%
BIC
97
Beach Investment Counsel
Pennsylvania
$13.4M +$11.5M +82,626 New
BA
98
BlackRock Advisors
Delaware
$13.4M +$2.34M +16,746 +26%
SEI Investments
99
SEI Investments
Pennsylvania
$13.3M +$1.28M +9,193 +13%
Axa
100
Axa
France
$13.3M -$209K -1,497 -2%

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.