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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$17.4M -$5.39M -33,764 -24%
APG Asset Management
77
APG Asset Management
Netherlands
$17.4M +$6.96M +43,600 +71%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$17.4M +$6.24M +39,110 +60%
TIM
79
Thornburg Investment Management
New Mexico
$17.3M -$2.4K -15 -0%
Ameriprise
80
Ameriprise
Minnesota
$17.2M -$19.2K -120 -0.1%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$16.8M -$565K -3,540 -3%
MCIM
82
Meadow Creek Investment Management
Georgia
$15.6M +$9.48M +59,388 +172%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$15.5M +$829K +5,193 +6%
Lazard Asset Management
84
Lazard Asset Management
New York
$14.8M -$240K -1,505 -2%
NSAM
85
North Star Asset Management
Wisconsin
$14.6M -$63.1K -395 -0.4%
Neuberger Berman Group
86
Neuberger Berman Group
New York
$14.2M +$83.2K +521 +0.6%
Principal Financial Group
87
Principal Financial Group
Iowa
$14.1M -$331K -2,074 -2%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$14M -$192K -1,200 -1%
Asset Management One
89
Asset Management One
Japan
$13.9M +$21.9K +137 +0.2%
Morgan Stanley
90
Morgan Stanley
New York
$13.9M -$4.82M -30,188 -26%
First Trust Advisors
91
First Trust Advisors
Illinois
$13.8M -$7.28M -45,626 -35%
CCM
92
Channing Capital Management
Illinois
$13.3M -$1.4M -8,763 -10%
Prudential Financial
93
Prudential Financial
New Jersey
$13.2M -$520K -3,257 -4%
Allianz Asset Management
94
Allianz Asset Management
Germany
$13.2M -$735K -4,601 -5%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$13.1M -$957K -5,992 -7%
GIM
96
Granahan Investment Management
Massachusetts
$12.8M -$12.4M -77,780 -50%
Renaissance Technologies
97
Renaissance Technologies
New York
$12.8M +$12.3M +76,969 New
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$12.6M +$235K +1,470 +2%
MCM
99
Maltese Capital Management
New York
$12.4M -$575K -3,600 -5%
EP
100
Elkfork Partners
Oregon
$12.2M +$7.45M +46,662 +172%

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.