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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
101
Mason Street Advisors
Wisconsin
$1.93M -$21.7K -321 -1%
CAS
102
Cascadia Advisory Services
Oregon
$1.87M +$1.7M +25,134 New
Canada Life
103
Canada Life
Manitoba, Canada
$1.8M -$94.5K -1,398 -5%
FAAS
104
First Allied Advisory Services
California
$1.79M +$83K +1,228 +5%
VCA
105
Verdence Capital Advisors
Maryland
$1.75M -$22K -325 -1%
APG Asset Management
106
APG Asset Management
Netherlands
$1.7M +$1.14M +16,939 +195%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$1.64M -$462K -6,836 -22%
IMPI
108
Ilmarinen Mutual Pension Insurance
Finland
$1.62M
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$1.59M -$1.98M -29,238 -58%
SDIC
110
South Dakota Investment Council
South Dakota
$1.59M -$51.3K -759 -3%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$1.57M -$125K -1,844 -8%
WG
112
Winton Group
United Kingdom
$1.44M +$1.3M +19,299 New
IIC
113
Ironwood Investment Counsel
Arizona
$1.43M -$938K -13,879 -42%
MC
114
Maverick Capital
Texas
$1.43M +$1.25M +18,433 +2,522%
DA
115
Duality Advisers
Florida
$1.41M +$1.28M +18,968 New
Wellington Management Group
116
Wellington Management Group
Massachusetts
$1.38M +$477K +7,051 +62%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$1.35M -$20.3K -300 -2%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$1.28M -$204K -3,015 -15%
SOMRS
119
State of Michigan Retirement System
Michigan
$1.28M +$234K +3,466 +25%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$1.27M -$212K -3,140 -16%
PP
121
Paloma Partners
Connecticut
$1.23M +$1.12M +16,525 New
FNBOO
122
First National Bank of Omaha
Nebraska
$1.23M -$207K -3,064 -16%
NMIMC
123
Northwestern Mutual Investment Management Company
Wisconsin
$1.23M -$46.2K -683 -4%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$1.14M
LRIC
125
Long Road Investment Counsel
Michigan
$1.14M

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.