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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
Lazard Asset Management
101
Lazard Asset Management
New York
$11.1M -$5.44M -30,585 -34%
EP
102
Elkfork Partners
Oregon
$10.9M -$2.9M -16,280 -22%
Ameriprise
103
Ameriprise
Minnesota
$10.7M -$8.52M -47,918 -46%
PL
104
Perpetual Ltd
Australia
$10.6M -$658K -3,700 -6%
Retirement Systems of Alabama
105
Retirement Systems of Alabama
Alabama
$10.2M -$622K -3,494 -6%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.2M -$35.8K -201 -0.4%
SI
107
Scout Investments
Missouri
$10.1M +$278K +1,563 +3%
FNBOO
108
First National Bank of Omaha
Nebraska
$10.1M +$129K +724 +1%
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$9.49M
EIA
110
Edgemoor Investment Advisors
Maryland
$9.36M +$362K +2,036 +4%
FBA
111
Front Barnett Associates
Illinois
$9.29M +$8.18K +46 +0.1%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$9.27M +$7.65K +43 +0.1%
CA
113
Cortland Advisers
Delaware
$9.15M -$4.28M -24,064 -33%
RJA
114
Raymond James & Associates
Florida
$8.97M +$1.55M +8,691 +23%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$8.55M +$53.7K +302 +0.7%
BPIM
116
Brant Point Investment Management
New York
$8.22M -$107K -600 -1%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$7.97M
TAM
118
Tyers Asset Management
Texas
$7.95M -$2.11M -11,840 -22%
VIG
119
Vienna Insurance Group
Poland
$7.59M
IP
120
Interval Partners
New York
$7.5M +$751K +4,223 +12%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$7.17M +$650K +3,656 +11%
AIM
122
Arcadia Investment Management
Michigan
$7.05M +$225K +1,265 +4%
DCM
123
Dupont Capital Management
Delaware
$7.02M -$35.6K -200 -0.5%
Nordea Investment Management
124
Nordea Investment Management
Sweden
$6.92M +$4.47M +25,150 +222%
SIP
125
Stoneridge Investment Partners
Pennsylvania
$6.92M -$479K -2,692 -7%

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.