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Affiliated Managers Group

491 hedge funds and large institutions have $6.72B invested in Affiliated Managers Group in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

1.33% less ownership

Funds ownership: 93.5%92.18% (-1.3%)

3% less funds holding

Funds holding: 508491 (-17)

11% less capital invested

Capital invested by funds: $7.52B → $6.72B (-$792M)

21% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 61

56% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $58.5M

Holders
491
Holders Change
-17
Holders Change %
-3.35%
% of All Funds
11.23%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
48
Increased
176
Reduced
194
Closed
61
Calls
$25.5M
Puts
$58.5M
Net Calls
-$32.9M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$8.76M +$2.17M +14,724 +30%
BAMF
102
BI Asset Management Fondsmaeglerselskab
Denmark
$8.35M -$84.9K -575 -0.9%
JG
103
Jefferies Group
New York
$8.21M +$6.01M +40,668 +210%
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$8.2M +$628K +4,250 +8%
MPAM
105
Monarch Partners Asset Management
Massachusetts
$8.08M +$8.73M +59,088 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$8.06M -$3.14M -21,258 -27%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$7.8M +$99.8K +676 +1%
EVM
108
Eaton Vance Management
Massachusetts
$7.74M -$86.2K -584 -1%
Russell Investments Group
109
Russell Investments Group
United Kingdom
$7.71M +$916K +6,201 +12%
GHCM
110
Glen Harbor Capital Management
California
$7.57M +$1.72M +11,628 +27%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$7.56M -$8.08M -54,689 -50%
JMPWA
112
JP Morgan Private Wealth Advisors
California
$7.23M -$602K -4,077 -7%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$7.22M +$2.64M +17,886 +51%
EIA
114
Edgemoor Investment Advisors
Maryland
$7.05M -$89.9K -609 -1%
FBA
115
Front Barnett Associates
Illinois
$7M +$302K +2,046 +4%
SCM
116
Stevens Capital Management
Pennsylvania
$6.93M +$5.5M +37,245 +278%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$6.89M -$30.3K -205 -0.4%
AAF
118
Andra AP-fonden
Sweden
$6.74M -$266K -1,800 -4%
WMSA
119
Weiss Multi-Strategy Advisers
New York
$6.49M +$5.54M +37,500 +375%
MCIM
120
Meadow Creek Investment Management
Georgia
$6.23M +$1.41M +9,576 +27%
Allianz Asset Management
121
Allianz Asset Management
Germany
$6.17M -$5.43M -36,795 -45%
MIG
122
McGuire Investment Group
Rhode Island
$6.08M +$6.57M +44,478 New
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$6M -$270K -1,825 -4%
Lord, Abbett & Co
124
Lord, Abbett & Co
New Jersey
$5.84M -$73.8K -500 -1%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$5.64M -$10.5M -70,990 -63%

AMG Hedge Fund Activity: Q3 2018 in Review

491 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2018, worth a combined $6.72B — down 11% from $7.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 48 opened new positions — a net loss of 13 holders — while 194 trimmed existing stakes and 176 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $173M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $229M.

  • 491 institutional investors held Affiliated Managers Group (AMG) as of Q3 2018, down from 508 in Q2 2018.
  • Funds reported $6.72B of Affiliated Managers Group stock for Q3 2018, down 11% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q3 2018 and 61 closed out, a net change of -13 holders.
  • The largest Affiliated Managers Group buyer in Q3 2018 was Southeastern Asset Management, an estimated $173M added.
  • The largest Affiliated Managers Group seller in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $229M sold.

Based on aggregated 13F filings for Q3 2018.