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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAF
76
Andra AP-fonden
Sweden
$5.25M +$1.77M +18,000 +46%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$5.17M -$5.98M -60,967 -52%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$5.06M -$15K -153 -0.3%
FBA
79
Front Barnett Associates
Illinois
$5.06M +$124K +1,265 +2%
Korea Investment Corp
80
Korea Investment Corp
South Korea
$4.99M -$314K -3,200 -6%
Two Sigma Investments
81
Two Sigma Investments
New York
$4.9M -$24.5M -249,464 -82%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$4.86M -$1.1M -11,200 -18%
Connor, Clark & Lunn Investment Management (CC&L)
83
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.82M +$2.3M +23,400 +81%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$4.67M +$276K +2,810 +6%
BAMF
85
BI Asset Management Fondsmaeglerselskab
Denmark
$4.34M +$10.7K +109 +0.2%
MIG
86
McGuire Investment Group
Rhode Island
$4.34M +$293K +2,988 +7%
WorldQuant Millennium Advisors
87
WorldQuant Millennium Advisors
New York
$4.27M +$668K +6,804 +17%
PP
88
Prudential plc
United Kingdom
$4.25M +$233K +2,371 +5%
HLCM
89
Hi-Line Capital Management
South Dakota
$4.14M +$25K +255 +0.6%
EIA
90
Edgemoor Investment Advisors
Maryland
$4.04M +$202K +2,056 +5%
Macquarie Group
91
Macquarie Group
Australia
$3.99M -$7.33M -74,715 -63%
First Trust Advisors
92
First Trust Advisors
Illinois
$3.96M -$7.32M -74,643 -63%
Citigroup
93
Citigroup
New York
$3.9M +$1.99M +20,232 +92%
Chevy Chase Trust
94
Chevy Chase Trust
Maryland
$3.84M -$64.4K -656 -2%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$3.81M +$411K +4,192 +11%
FNBOO
96
First National Bank of Omaha
Nebraska
$3.78M +$36.8K +375 +0.9%
UBS Group
97
UBS Group
Switzerland
$3.7M +$85.8K +874 +2%
GHCM
98
Glen Harbor Capital Management
California
$3.7M -$5.61M -57,188 -59%
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$3.58M -$55.7K -568 -1%
WBC
100
Westpac Banking Corp
Australia
$3.33M +$1.15M +11,770 +48%

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.