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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
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$586K -$41K -587 -6%
CRC
152
Curi RMB Capital
Illinois
$547K
SOADOR
153
State of Alaska Department of Revenue
Alaska
$543K -$31.9K -457 -5%
SC
154
Sepio Capital
Utah
$542K +$136K +1,951 +33%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$540K
IIC
156
Ironwood Investment Counsel
Arizona
$537K -$793K -11,341 -59%
Osaic Holdings
157
Osaic Holdings
Arizona
$521K -$34.2K -489 -6%
RJT
158
Raymond James Trust
Florida
$510K +$31.7K +453 +6%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$497K -$24.1K -345 -5%
Fisher Asset Management
160
Fisher Asset Management
Washington
$474K +$46.9K +671 +11%
CAM
161
Cubic Asset Management
Massachusetts
$473K -$14K -200 -3%
SCM
162
Snow Capital Management
Pennsylvania
$470K -$90.2K -1,290 -16%
Holocene Advisors
163
Holocene Advisors
New York
$467K +$477K +6,825 New
CIBC World Market
164
CIBC World Market
Ontario, Canada
$455K +$265K +3,789 +132%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$447K
ONB
166
Old National Bancorp
Indiana
$446K -$188K -2,687 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
167
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$431K +$441K +6,304 New
ProShare Advisors
168
ProShare Advisors
Maryland
$430K -$14.6K -209 -3%
AW
169
Alpha Windward
Massachusetts
$426K +$50.3K +720 +13%
Russell Investments Group
170
Russell Investments Group
United Kingdom
$425K +$59.5K +851 +16%
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$423K +$1.4K +20 +0.3%
AB
172
Amalgamated Bank
New York
$419K -$8.39K -120 -2%
APCM
173
Arbiter Partners Capital Management
New York
$410K
WCM Investment Management
174
WCM Investment Management
California
$400K
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$400K +$30.6K +438 +8%

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.