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Affiliated Managers Group

275 hedge funds and large institutions have $3.14B invested in Affiliated Managers Group in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 98.56%98.82% (+0.25%)

5% less funds holding

Funds holding: 291275 (-16)

9% less capital invested

Capital invested by funds: $3.47B → $3.14B (-$327M)

11% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

42% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 123

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
5.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
34
Increased
71
Reduced
123
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$2.99M -$19.4K -278 -0.6%
TPSF
77
Texas Permanent School Fund
Texas
$2.97M +$431K +6,164 +17%
WBC
78
Westpac Banking Corp
Australia
$2.88M
AG
79
Aperio Group
California
$2.8M +$153K +2,192 +6%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$2.79M +$699K +10,000 +32%
SAM
81
Storebrand Asset Management
Norway
$2.76M -$265K -3,785 -9%
Hotchkis & Wiley Capital Management
82
Hotchkis & Wiley Capital Management
California
$2.52M +$2.58M +36,850 New
Voloridge Investment Management
83
Voloridge Investment Management
Florida
$2.5M +$2.56M +36,592 New
Calamos Advisors
84
Calamos Advisors
Illinois
$2.42M
PCM
85
Poehling Capital Management
Wisconsin
$2.4M -$195K -2,789 -7%
APF
86
Alaska Permanent Fund
Alaska
$2.34M +$1.66M +23,690 +225%
Nordea Investment Management
87
Nordea Investment Management
Sweden
$2.3M -$2.85M -40,813 -55%
Connor, Clark & Lunn Investment Management (CC&L)
88
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.28M -$5.86M -83,865 -72%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.27M -$59.1K -845 -2%
Comerica Bank
90
Comerica Bank
Texas
$2.27M -$51.5K -737 -3%
Allianz Asset Management
91
Allianz Asset Management
Germany
$2.22M +$2M +28,655 +751%
Citigroup
92
Citigroup
New York
$2.1M -$13.7K -196 -0.6%
Stifel Financial
93
Stifel Financial
Missouri
$2.05M -$289K -4,128 -12%
CSS
94
Cubist Systematic Strategies
Connecticut
$1.94M +$1.36M +19,432 +218%
AI
95
Atria Investments
North Carolina
$1.86M +$68.6K +981 +4%
MIM
96
MetLife Investment Management
New Jersey
$1.82M -$97.8K -1,399 -5%
CAS
97
Cascadia Advisory Services
Oregon
$1.77M +$53.8K +770 +3%
MSA
98
Mason Street Advisors
Wisconsin
$1.7M -$67.8K -970 -4%
PP
99
Paloma Partners
Connecticut
$1.68M +$564K +8,070 +49%
Two Sigma Advisers
100
Two Sigma Advisers
New York
$1.66M -$1.33M -19,000 -44%

AMG Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2020, worth a combined $3.14B — down 9.4% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 34 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 71 added.

The largest buyer was Atlanta Capital Management, adding an estimated $61M. The largest seller was BlackRock, cutting an estimated $23.3M.

  • 275 institutional investors held Affiliated Managers Group (AMG) as of Q3 2020, down from 291 in Q2 2020.
  • Funds reported $3.14B of Affiliated Managers Group stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q3 2020 was Atlanta Capital Management, an estimated $61M added.
  • The largest Affiliated Managers Group seller in Q3 2020 was BlackRock, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2020.