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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
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M -$309K -1,739 -2%
Citigroup
77
Citigroup
New York
$17.1M +$9.37M +52,681 +142%
GHCM
78
Glen Harbor Capital Management
California
$16.9M -$4.48M -25,160 -22%
QIM
79
Quantitative Investment Management
Virginia
$16.5M +$15.5M +87,000 New
Neuberger Berman Group
80
Neuberger Berman Group
New York
$16.4M +$198K +1,115 +1%
NSAM
81
North Star Asset Management
Wisconsin
$16.4M -$320K -1,797 -2%
Prudential Financial
82
Prudential Financial
New Jersey
$16.1M +$902K +5,069 +6%
TIM
83
Thornburg Investment Management
New Mexico
$16M -$3.49M -19,639 -19%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$16M +$899K +5,054 +6%
Asset Management One
85
Asset Management One
Japan
$15.9M -$45.2K -254 -0.3%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$15.9M -$142K -800 -0.9%
Principal Financial Group
87
Principal Financial Group
Iowa
$15.8M -$277K -1,555 -2%
TAM
88
Tiverton Asset Management
Delaware
$15.7M -$5.87M -33,014 -29%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$15.5M +$2.52M +14,168 +21%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$14.9M +$378K +2,125 +3%
First Trust Advisors
91
First Trust Advisors
Illinois
$14.6M -$1.13M -6,327 -8%
GIA
92
Gateway Investment Advisers
Ohio
$14.1M -$7.52M -42,294 -36%
MCIM
93
Meadow Creek Investment Management
Georgia
$13.9M -$3.69M -20,720 -22%
CCM
94
Channing Capital Management
Illinois
$13.6M -$1.52M -8,571 -11%
MCM
95
Maltese Capital Management
New York
$13M -$1.17M -6,600 -9%
EVM
96
Eaton Vance Management
Massachusetts
$12.3M +$8.86M +49,785 +338%
Axa
97
Axa
France
$11.6M -$1.93M -10,849 -15%
Stifel Financial
98
Stifel Financial
Missouri
$11.4M -$325K -1,828 -3%
UBS Group
99
UBS Group
Switzerland
$11.4M +$7.58M +42,584 +243%
RCM
100
Riverpark Capital Management
New York
$11.2M -$1.86M -10,468 -15%

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.