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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
126
Financial Counselors Inc
Kansas
$6.88M -$967K -5,436 -13%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$6.82M +$1.54M +8,641 +32%
Barclays
128
Barclays
United Kingdom
$6.71M -$470K -2,644 -7%
Luther King Capital Management (LKCM)
129
Luther King Capital Management (LKCM)
Texas
$6.62M -$2.73M -15,370 -31%
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$6.62M +$1.56M +8,766 +34%
Aviva
131
Aviva
United Kingdom
$6.61M +$55.1K +310 +0.9%
PC
132
Passport Capital
California
$6.48M +$351K +1,973 +6%
DBG
133
De Burlo Group
Massachusetts
$6.25M +$5.85M +32,900 New
VOYA Investment Management
134
VOYA Investment Management
Georgia
$6.15M -$9.61K -54 -0.2%
AG
135
Aperio Group
California
$6.1M -$133K -745 -2%
RA
136
Royce & Associates
New York
$6.03M +$836K +4,698 +17%
CAM
137
Congress Asset Management
Massachusetts
$6M +$164K +921 +3%
MA
138
MUFG Americas
New York
$5.96M +$562K +3,157 +11%
MPAM
139
Monarch Partners Asset Management
Massachusetts
$5.95M
HFS
140
HL Financial Services
Kentucky
$5.84M -$105K -593 -2%
NAP
141
New Amsterdam Partners
New York
$5.8M +$206K +1,158 +4%
Boston Partners
142
Boston Partners
Massachusetts
$5.79M
Korea Investment Corp
143
Korea Investment Corp
South Korea
$5.74M +$160K +900 +3%
Fidelity International
144
Fidelity International
Bermuda
$5.53M
Canada Pension Plan Investment Board
145
Canada Pension Plan Investment Board
Ontario, Canada
$5.45M -$516K -2,900 -9%
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$5.43M -$142K -800 -3%
JMH
147
J.M. Hartwell
New York
$5.4M
Natixis Advisors
148
Natixis Advisors
Massachusetts
$5.4M +$210K +1,183 +4%
PCM
149
Penn Capital Management
Pennsylvania
$5.34M +$3.03M +17,052 +165%
Fisher Asset Management
150
Fisher Asset Management
Washington
$5.11M -$96.8K -544 -2%

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.