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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$3.6M +$3.26M +48,254 New
ELI
77
Empire Life Investments
Ontario, Canada
$3.55M -$1.51M -22,350 -32%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$3.51M +$419K +6,200 +15%
LSV Asset Management
79
LSV Asset Management
Illinois
$3.49M +$3.06M +45,321 +3,021%
QI
80
QS Investors
New York
$3.41M -$1.92M -28,481 -38%
SAM
81
Storebrand Asset Management
Norway
$3.3M -$1.57M -23,156 -34%
MOACM
82
Mutual of America Capital Management
New York
$3.29M -$123K -1,827 -4%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$3.25M +$1.16M +17,160 +65%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$3.22M -$2.54M -37,600 -47%
WBC
85
Westpac Banking Corp
Australia
$3.14M -$67.6K -1,000 -2%
Barclays
86
Barclays
United Kingdom
$3.03M +$2.71M +40,136 +7,870%
AG
87
Aperio Group
California
$2.89M -$596K -8,823 -19%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.82M +$1.25M +18,427 +95%
PCM
89
Poehling Capital Management
Wisconsin
$2.82M -$36.4K -538 -1%
TPSF
90
Texas Permanent School Fund
Texas
$2.78M -$309K -4,579 -11%
Calamos Advisors
91
Calamos Advisors
Illinois
$2.64M
Stifel Financial
92
Stifel Financial
Missouri
$2.55M +$88.7K +1,313 +4%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$2.54M -$121K -1,795 -5%
HF
94
HRT Financial
New York
$2.43M +$2.2M +32,592 New
Citigroup
95
Citigroup
New York
$2.3M +$1.2M +17,697 +134%
State of Tennessee, Department of Treasury
96
State of Tennessee, Department of Treasury
Tennessee
$2.3M -$150K -2,221 -7%
Comerica Bank
97
Comerica Bank
Texas
$2.11M +$41K +606 +2%
MIM
98
MetLife Investment Management
New Jersey
$2.09M -$15.6K -231 -0.8%
AI
99
Atria Investments
North Carolina
$1.95M +$291K +4,307 +20%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$1.95M -$614K -9,086 -26%

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.