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Affiliated Managers Group

275 hedge funds and large institutions have $3.14B invested in Affiliated Managers Group in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 98.56%98.82% (+0.25%)

5% less funds holding

Funds holding: 291275 (-16)

9% less capital invested

Capital invested by funds: $3.47B → $3.14B (-$327M)

11% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

42% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 123

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
5.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
34
Increased
71
Reduced
123
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
101
APG Asset Management
Netherlands
$1.65M +$189K +2,700 +11%
VCA
102
Verdence Capital Advisors
Maryland
$1.59M -$13.7K -196 -0.8%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.58M -$109K -1,563 -7%
Canada Life
104
Canada Life
Manitoba, Canada
$1.56M -$87.9K -1,257 -5%
VIA
105
Vident Investment Advisory
Georgia
$1.51M +$1.55M +22,160 New
IMPI
106
Ilmarinen Mutual Pension Insurance
Finland
$1.48M
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$1.46M
SDIC
108
South Dakota Investment Council
South Dakota
$1.46M
BAM
109
Blueshift Asset Management
New Jersey
$1.44M +$1.02M +14,529 +225%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$1.43M +$278K +3,982 +23%
William Blair & Company
111
William Blair & Company
Illinois
$1.36M -$4.27M -61,106 -75%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$1.32M -$123K -1,755 -8%
JMPWA
113
JP Morgan Private Wealth Advisors
California
$1.3M -$496K -7,094 -27%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.23M -$1.39M -19,893 -53%
NMIMC
115
Northwestern Mutual Investment Management Company
Wisconsin
$1.23M
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$1.2M +$214K +3,062 +21%
MC
117
Maverick Capital
Texas
$1.19M -$122K -1,746 -9%
SOMRS
118
State of Michigan Retirement System
Michigan
$1.16M -$14K -200 -1%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$1.16M -$18.9K -270 -2%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.15M -$97.9K -1,400 -8%
HF
121
HRT Financial
New York
$1.14M -$1.11M -15,849 -49%
Rafferty Asset Management
122
Rafferty Asset Management
New York
$1.09M +$441K +6,306 +65%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$1.04M
Wellington Management Group
124
Wellington Management Group
Massachusetts
$1.04M -$233K -3,330 -18%
LRIC
125
Long Road Investment Counsel
Michigan
$1.02M -$18.2K -260 -2%

AMG Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2020, worth a combined $3.14B — down 9.4% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 34 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 71 added.

The largest buyer was Atlanta Capital Management, adding an estimated $61M. The largest seller was BlackRock, cutting an estimated $23.3M.

  • 275 institutional investors held Affiliated Managers Group (AMG) as of Q3 2020, down from 291 in Q2 2020.
  • Funds reported $3.14B of Affiliated Managers Group stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q3 2020 was Atlanta Capital Management, an estimated $61M added.
  • The largest Affiliated Managers Group seller in Q3 2020 was BlackRock, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2020.