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Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
101
Mason Street Advisors
Wisconsin
$1.55M
1832 Asset Management
102
1832 Asset Management
Ontario, Canada
$1.52M +$1.87M +25,000 New
Canada Life
103
Canada Life
Manitoba, Canada
$1.51M -$480K -6,407 -20%
VCA
104
Verdence Capital Advisors
Maryland
$1.4M +$798K +10,650 +81%
MCM
105
MAI Capital Management
Ohio
$1.39M +$1.05K +14 +0.1%
Morgan Stanley
106
Morgan Stanley
New York
$1.37M -$1.57M -21,000 -47%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$1.35M +$468K +6,248 +38%
FAAS
108
First Allied Advisory Services
California
$1.35M +$1.71M +22,772 New
SDIC
109
South Dakota Investment Council
South Dakota
$1.31M -$1.87K -25 -0.1%
AI
110
Atria Investments
North Carolina
$1.29M +$1.64M +21,888 New
IMPI
111
Ilmarinen Mutual Pension Insurance
Finland
$1.28M
N
112
Natixis
France
$1.2M -$799K -10,672 -35%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$1.2M +$630K +8,410 +71%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$1.19M -$3M -40,068 -67%
FNBOO
115
First National Bank of Omaha
Nebraska
$1.16M -$2.31M -30,882 -61%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.15M +$210K +2,801 +17%
AL
117
AJO LP
Pennsylvania
$1.14M +$1.44M +19,206 New
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$1.09M +$943K +12,582 +214%
NMIMC
119
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M +$228K +3,047 +22%
MERSOM
120
Municipal Employees' Retirement System of Michigan
Michigan
$963K +$640K +8,540 +110%
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$904K +$152K +2,025 +15%
LRIC
122
Long Road Investment Counsel
Michigan
$902K +$19.5K +260 +2%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$877K -$996K -13,296 -47%
SCM
124
Snow Capital Management
Pennsylvania
$829K -$7.82M -104,459 -88%
AIP
125
Ameritas Investment Partners
Nebraska
$817K

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.