We are live on ! Find out more
AMG icon

Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
126
Barclays
United Kingdom
$6.3M +$73.9K +463 +1%
AMI
127
Amica Mutual Insurance
Rhode Island
$6.22M
DCM
128
Dupont Capital Management
Delaware
$6.17M -$2.22M -13,912 -27%
Citigroup
129
Citigroup
New York
$6.16M -$1.27M -7,950 -18%
AIM
130
Arcadia Investment Management
Michigan
$5.95M -$293K -1,835 -5%
IP
131
Interval Partners
New York
$5.85M -$3.03M -18,960 -35%
Aviva
132
Aviva
United Kingdom
$5.73M +$139K +870 +3%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$5.66M -$1.53M -9,569 -22%
AG
134
Aperio Group
California
$5.45M +$58K +363 +1%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$5.38M -$1.09M -6,832 -17%
PC
136
Passport Capital
California
$5.34M -$2.92M -18,282 -36%
Canada Pension Plan Investment Board
137
Canada Pension Plan Investment Board
Ontario, Canada
$5.25M -$323K -2,023 -6%
MPAM
138
Monarch Partners Asset Management
Massachusetts
$5.2M
HFS
139
HL Financial Services
Kentucky
$5.2M +$248K +1,556 +5%
CAM
140
Congress Asset Management
Massachusetts
$5.09M -$42.5K -266 -0.9%
Boston Partners
141
Boston Partners
Massachusetts
$5.06M
NAP
142
New Amsterdam Partners
New York
$4.87M +$19.3K +121 +0.4%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$4.87M +$79.8K +500 +2%
Fidelity International
144
Fidelity International
Bermuda
$4.83M -$451K -2,825 -9%
JMH
145
J.M. Hartwell
New York
$4.72M -$4.2M -26,300 -48%
MA
146
MUFG Americas
New York
$4.68M +$472K +2,955 +12%
APFBOT
147
Amica Pension Fund Board of Trustees
Rhode Island
$4.59M
Fisher Asset Management
148
Fisher Asset Management
Washington
$4.55M +$23.9K +150 +0.5%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$4.55M -$412K -2,579 -9%
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$4.53M -$1.87M -11,684 -30%

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.