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Affiliated Managers Group

295 hedge funds and large institutions have $2.77B invested in Affiliated Managers Group in 2020 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 108 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 96.84%97.92% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less funds holding

Funds holding: 346295 (-51)

19% less call options, than puts

Call options by funds: $3.11M | Put options by funds: $3.84M

22% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 108

31% less capital invested

Capital invested by funds: $4.04B → $2.77B (-$1.26B)

50% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 96

Holders
295
Holders Change
-51
Holders Change %
-14.74%
% of All Funds
6.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
48
Increased
84
Reduced
108
Closed
96
Calls
$3.11M
Puts
$3.84M
Net Calls
-$726K
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
151
Curi RMB Capital
Illinois
$473K -$56.3K -752 -9%
TRSOTSOK
152
Teachers Retirement System of the State of Kentucky
Kentucky
$467K +$184K +2,450 +45%
HC
153
Henshaw Capital
Massachusetts
$458K +$579K +7,736 New
Wolverine Trading
154
Wolverine Trading
Illinois
$442K +$66.4K +886 +14%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$440K
RJT
156
Raymond James Trust
Florida
$421K +$176K +2,354 +49%
CAM
157
Cubic Asset Management
Massachusetts
$420K +$6.74K +90 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
158
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$420K +$532K +7,100 New
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$393K -$5.64M -75,235 -92%
ACI
160
AMP Capital Investors
Australia
$373K +$103K +1,372 +28%
ECM
161
ExodusPoint Capital Management
New York
$372K -$7.19K -96 -2%
IEFM
162
IQ EQ Fund Management
Ireland
$368K
LPL Financial
163
LPL Financial
California
$362K +$29.6K +395 +7%
APCM
164
Arbiter Partners Capital Management
New York
$355K +$449K +6,000 New
Royal Bank of Canada
165
Royal Bank of Canada
Ontario, Canada
$348K -$714K -9,534 -62%
WCM Investment Management
166
WCM Investment Management
California
$346K +$438K +5,850 New
AW
167
Alpha Windward
Massachusetts
$335K -$18K -240 -4%
US Bancorp
168
US Bancorp
Minnesota
$335K +$24.2K +323 +6%
Fisher Asset Management
169
Fisher Asset Management
Washington
$328K -$5.84K -78 -1%
EGM
170
Engineers Gate Manager
New York
$327K -$1.07M -14,304 -72%
PI
171
PEAK6 Investments
Illinois
$327K +$415K +5,536 New
SRAM
172
Stone Ridge Asset Management
New York
$307K +$135K +1,800 +53%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$299K -$196K -2,613 -34%
SAM
174
Securian Asset Management
Minnesota
$299K
Capital Fund Management (CFM)
175
Capital Fund Management (CFM)
France
$296K +$375K +5,005 New

AMG Hedge Fund Activity: Q1 2020 in Review

295 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2020, worth a combined $2.77B — down 31% from $4.04B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of AMG and 48 opened new positions — a net loss of 48 holders — while 108 trimmed existing stakes and 84 added.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $118M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $60.2M sold.

  • 295 institutional investors held Affiliated Managers Group (AMG) as of Q1 2020, down from 346 in Q4 2019.
  • Funds reported $2.77B of Affiliated Managers Group stock for Q1 2020, down 31% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q1 2020 and 96 closed out, a net change of -48 holders.
  • The largest Affiliated Managers Group buyer in Q1 2020 was ACR Alpine Capital Research, an estimated $118M added.
  • The largest Affiliated Managers Group seller in Q1 2020 was Ceredex Value Advisors, an estimated $60.2M sold.

Based on aggregated 13F filings for Q1 2020.