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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Maltese Capital Management
New York
$12.6M -$2.1M -10,800 -14%
SI
102
Scout Investments
Missouri
$12.3M +$2.38M +12,239 +23%
Allianz Asset Management
103
Allianz Asset Management
Germany
$12.3M +$16.2K +83 +0.1%
BAMF
104
BI Asset Management Fondsmaeglerselskab
Denmark
$11.5M -$1.71M -8,800 -13%
HI
105
Honeywell International
North Carolina
$11M -$17.1M -87,900 -60%
Nordea Investment Management
106
Nordea Investment Management
Sweden
$10.8M +$2.13M +10,940 +24%
Stifel Financial
107
Stifel Financial
Missouri
$10.8M -$422K -2,167 -4%
EP
108
Elkfork Partners
Oregon
$10.7M +$656K +3,366 +6%
Axa
109
Axa
France
$10.6M -$91.5K -470 -0.8%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$10.4M +$8.7M +44,644 +438%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$10M -$176K -904 -2%
RJA
112
Raymond James & Associates
Florida
$9.98M -$1.22M -6,261 -11%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$9.97M -$4.23M -21,722 -29%
FNBOO
114
First National Bank of Omaha
Nebraska
$9.84M +$99.1K +509 +1%
EIA
115
Edgemoor Investment Advisors
Maryland
$9.76M +$273K +1,401 +3%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$9.48M
FBA
117
Front Barnett Associates
Illinois
$9.27M +$36K +185 +0.4%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$9.25M -$67.4K -346 -0.7%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.99M -$1.17M -5,986 -11%
TAM
120
Tiverton Asset Management
Delaware
$8.81M -$3.23M -16,600 -26%
First Trust Advisors
121
First Trust Advisors
Illinois
$8.75M +$10.9K +56 +0.1%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$8.73M -$409K -2,099 -4%
CA
123
Cortland Advisers
Delaware
$8.47M
Lord, Abbett & Co
124
Lord, Abbett & Co
New Jersey
$8.34M +$3.39M +17,400 +65%
BPIM
125
Brant Point Investment Management
New York
$7.89M -$541K -2,775 -6%

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.