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Affiliated Managers Group

473 hedge funds and large institutions have $8.6B invested in Affiliated Managers Group in 2016 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 163 increasing their positions, 181 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $21M | Put options by funds: $13.2M

10% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 58

6.15% more ownership

Funds ownership: 96.71%102.85% (+6.1%)

4% more capital invested

Capital invested by funds: $8.27B → $8.6B (+$321M)

1% more funds holding

Funds holding: 470473 (+3)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

10% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 181

Holders
473
Holders Change
+3
Holders Change %
+0.64%
% of All Funds
12.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
64
Increased
163
Reduced
181
Closed
58
Calls
$21M
Puts
$13.2M
Net Calls
+$7.76M
Net Calls Change
+$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$6.59M -$1.41M -10,131 -20%
National Pension Service
127
National Pension Service
South Korea
$6.5M +$237K +1,702 +4%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$6.32M -$223K -1,600 -4%
AIM
129
Arcadia Investment Management
Michigan
$6.29M -$391K -2,805 -7%
PCM
130
Penn Capital Management
Pennsylvania
$6.24M +$5.36M +38,398 New
SIP
131
Stoneridge Investment Partners
Pennsylvania
$5.9M -$133K -950 -3%
USAA
132
United Services Automobile Association
Texas
$5.58M +$483K +3,461 +11%
Canada Pension Plan Investment Board
133
Canada Pension Plan Investment Board
Ontario, Canada
$5.52M +$2.73M +19,600 +136%
FCI
134
Financial Counselors Inc
Kansas
$5.51M +$1.06M +7,611 +29%
BTS
135
BB&T Securities
Virginia
$5.24M +$4.5M +32,272 New
Fidelity International
136
Fidelity International
Bermuda
$5.08M -$4.33K -31 -0.1%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$5M -$70.6K -506 -2%
BOTW
138
Bank of the West
California
$4.84M +$393K +2,820 +10%
PFC
139
Phocas Financial Corp
California
$4.75M +$930K +6,665 +30%
Canada Life
140
Canada Life
Manitoba, Canada
$4.62M -$9.9M -70,930 -71%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$4.44M +$900K +6,451 +31%
RA
142
RiverPark Advisors
New York
$4.42M +$221K +1,585 +6%
Aviva
143
Aviva
United Kingdom
$4.41M +$54.7K +392 +1%
SAMNY
144
Samsung Asset Management (New York)
New York
$4.28M +$1.98M +14,170 +116%
CC
145
Cipher Capital
New York
$4.26M +$3.66M +26,214 New
EVM
146
Eaton Vance Management
Massachusetts
$4.19M -$2.55M -18,298 -41%
RCM
147
Riverpark Capital Management
New York
$4.12M +$714K +5,118 +25%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$4.08M +$140K +1,000 +4%
CCT
149
Country Club Trust
Missouri
$4M +$51.9K +372 +2%
Barclays
150
Barclays
United Kingdom
$3.88M -$4.45M -31,933 -57%

AMG Hedge Fund Activity: Q1 2016 in Review

473 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2016, worth a combined $8.6B — up 3.9% from $8.27B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 58 closed out — a net gain of 6 holders — while 163 added to existing stakes and 181 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $301M. The largest seller was Goldman Sachs, cutting an estimated $90.2M.

  • 473 institutional investors held Affiliated Managers Group (AMG) as of Q1 2016, up from 470 in Q4 2015.
  • Funds reported $8.6B of Affiliated Managers Group stock for Q1 2016, up 3.9% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q1 2016 and 58 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2016 was Royal London Asset Management, an estimated $301M added.
  • The largest Affiliated Managers Group seller in Q1 2016 was Goldman Sachs, an estimated $90.2M sold.

Based on aggregated 13F filings for Q1 2016.