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Affiliated Managers Group

389 hedge funds and large institutions have $4.47B invested in Affiliated Managers Group in 2019 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 159 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% more ownership

Funds ownership: 94.16%94.75% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

10% less funds holding

Funds holding: 430389 (-41)

15% less capital invested

Capital invested by funds: $5.25B → $4.47B (-$781M)

18% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 159

49% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 74

68% less call options, than puts

Call options by funds: $12.7M | Put options by funds: $39.7M

Holders
389
Holders Change
-41
Holders Change %
-9.53%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
38
Increased
131
Reduced
159
Closed
74
Calls
$12.7M
Puts
$39.7M
Net Calls
-$27M
Net Calls Change
+$86.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACI
101
AMP Capital Investors
Australia
$3.33M
SC
102
Scotia Capital
Ontario, Canada
$3.21M +$56.3K +574 +2%
BPIM
103
Brant Point Investment Management
New York
$3.2M
Natixis Advisors
104
Natixis Advisors
Massachusetts
$3.19M -$578K -5,893 -15%
HR
105
Howe & Rusling
New York
$3.13M +$3.33M +33,935 New
MCIM
106
Meadow Creek Investment Management
Georgia
$3.05M -$4.62M -47,096 -59%
GAM
107
Gotham Asset Management
New York
$3.02M +$667K +6,797 +26%
PCM
108
Poehling Capital Management
Wisconsin
$3M +$1.63M +16,624 +104%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2.91M +$574K +5,846 +23%
Canada Life
110
Canada Life
Manitoba, Canada
$2.89M +$3.08M +31,390 New
Ameriprise
111
Ameriprise
Minnesota
$2.89M -$238K -2,422 -7%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$2.79M +$1.72M +17,492 +41%
AIM
113
Arcadia Investment Management
Michigan
$2.77M -$266K -2,710 -8%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$2.63M -$597K -6,086 -18%
Tudor Investment Corp
115
Tudor Investment Corp
Connecticut
$2.59M +$2.76M +28,089 New
DCM
116
Dupont Capital Management
Delaware
$2.51M -$106K -1,077 -4%
CSS
117
Cubist Systematic Strategies
Connecticut
$2.51M -$157K -1,600 -6%
Asset Management One
118
Asset Management One
Japan
$2.51M +$250K +2,544 +10%
FCI
119
Financial Counselors Inc
Kansas
$2.45M +$92K +938 +4%
JMH
120
J.M. Hartwell
New York
$2.43M
EP
121
Elkfork Partners
Oregon
$2.4M -$3.63M -37,004 -59%
PAMU
122
Pictet Asset Management (UK)
United Kingdom
$2.38M -$226K -2,300 -8%
Fisher Asset Management
123
Fisher Asset Management
Washington
$2.36M +$8.24K +84 +0.3%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$2.31M -$85.4K -870 -3%
IIC
125
Ironwood Investment Counsel
Arizona
$2.29M +$1.06M +10,755 +76%

AMG Hedge Fund Activity: Q2 2019 in Review

389 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2019, worth a combined $4.47B — down 15% from $5.25B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of AMG and 38 opened new positions — a net loss of 36 holders — while 159 trimmed existing stakes and 131 added.

The largest buyer was Prudential Financial, adding an estimated $99.3M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $48.2M sold.

  • 389 institutional investors held Affiliated Managers Group (AMG) as of Q2 2019, down from 430 in Q1 2019.
  • Funds reported $4.47B of Affiliated Managers Group stock for Q2 2019, down 15% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2019 and 74 closed out, a net change of -36 holders.
  • The largest Affiliated Managers Group buyer in Q2 2019 was Prudential Financial, an estimated $99.3M added.
  • The largest Affiliated Managers Group seller in Q2 2019 was Jackson Square Partners, an estimated $48.2M sold.

Based on aggregated 13F filings for Q2 2019.