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Affiliated Managers Group

353 hedge funds and large institutions have $4.09B invested in Affiliated Managers Group in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 104 increasing their positions, 153 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.16% more ownership

Funds ownership: 94.75%96.92% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $4.47B → $4.09B (-$378M)

9% less funds holding

Funds holding: 389353 (-36)

32% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 153

50% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 70

75% less call options, than puts

Call options by funds: $7.51M | Put options by funds: $29.8M

Holders
353
Holders Change
-36
Holders Change %
-9.25%
% of All Funds
7.74%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
35
Increased
104
Reduced
153
Closed
70
Calls
$7.51M
Puts
$29.8M
Net Calls
-$22.2M
Net Calls Change
+$4.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Holocene Advisors
76
Holocene Advisors
New York
$4.46M +$2.56M +30,666 +134%
FNBOO
77
First National Bank of Omaha
Nebraska
$4.33M +$910K +10,895 +27%
AAF
78
Andra AP-fonden
Sweden
$4.2M -$551K -6,600 -12%
JMPWA
79
JP Morgan Private Wealth Advisors
California
$4.18M -$40.9K -490 -1%
APG Asset Management
80
APG Asset Management
Netherlands
$4.07M +$2.24M +26,756 +101%
UBS Group
81
UBS Group
Switzerland
$3.76M +$411K +4,916 +12%
IP
82
Interval Partners
New York
$3.76M +$1.88M +22,455 +99%
HLCM
83
Hi-Line Capital Management
South Dakota
$3.76M +$10.6K +127 +0.3%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$3.67M -$914K -10,934 -20%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$3.65M +$766K +9,170 +26%
Macquarie Group
86
Macquarie Group
Australia
$3.62M +$4.18K +50 +0.1%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$3.57M +$2.73M +32,677 +322%
AIA
88
Avalon Investment & Advisory
Texas
$3.56M +$3.57M +42,765 New
EIA
89
Edgemoor Investment Advisors
Maryland
$3.47M -$182K -2,173 -5%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$3.44M -$37.3K -446 -1%
Stifel Financial
91
Stifel Financial
Missouri
$3.31M -$1.8M -21,509 -35%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$3.27M -$181K -2,167 -5%
WBC
93
Westpac Banking Corp
Australia
$3.2M +$190K +2,275 +6%
Marshall Wace
94
Marshall Wace
United Kingdom
$3.16M -$8.59M -102,793 -73%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$3.1M -$16.3M -194,800 -84%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$3.1M -$153K -1,835 -5%
PCM
97
Poehling Capital Management
Wisconsin
$3.07M +$353K +4,223 +13%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$2.98M +$597K +7,142 +25%
Calamos Advisors
99
Calamos Advisors
Illinois
$2.95M -$3.47M -41,551 -54%
GAM
100
Gotham Asset Management
New York
$2.95M +$226K +2,704 +8%

AMG Hedge Fund Activity: Q3 2019 in Review

353 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2019, worth a combined $4.09B — down 8.5% from $4.47B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of AMG and 35 opened new positions — a net loss of 35 holders — while 153 trimmed existing stakes and 104 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $167M. The largest seller was Vanguard Group, cutting an estimated $28.3M.

  • 353 institutional investors held Affiliated Managers Group (AMG) as of Q3 2019, down from 389 in Q2 2019.
  • Funds reported $4.09B of Affiliated Managers Group stock for Q3 2019, down 8.5% quarter-over-quarter.
  • 35 funds opened new Affiliated Managers Group positions in Q3 2019 and 70 closed out, a net change of -35 holders.
  • The largest Affiliated Managers Group buyer in Q3 2019 was EdgePoint Investment Group, an estimated $167M added.
  • The largest Affiliated Managers Group seller in Q3 2019 was Vanguard Group, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2019.