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Affiliated Managers Group

528 hedge funds and large institutions have $9.83B invested in Affiliated Managers Group in 2018 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 216 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 57

0.15% more ownership

Funds ownership: 95.07%95.23% (+0.15%)

0% less funds holding

Funds holding: 529528 (-1)

9% less capital invested

Capital invested by funds: $10.8B → $9.83B (-$1.01B)

16% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.5M

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

27% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 216

Holders
528
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
12.1%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
63
Increased
157
Reduced
216
Closed
57
Calls
$11.4M
Puts
$13.5M
Net Calls
-$2.17M
Net Calls Change
-$759K
Name Holding Trade Value Shares
Change
Change in
Stake
WG
176
Winton Group
United Kingdom
$3.33M +$777K +3,987 +29%
Man Group
177
Man Group
United Kingdom
$3.31M +$3.41M +17,481 New
GPC
178
Glacier Peak Capital
Washington
$3.22M +$3.31M +17,000 New
GIBU
179
Gulf International Bank (UK)
United Kingdom
$3.17M -$63.3K -325 -2%
MIM
180
MetLife Investment Management
New Jersey
$3.11M -$155K -798 -5%
DCM
181
Dupont Capital Management
Delaware
$3.05M -$3.56M -18,285 -53%
SOMRS
182
State of Michigan Retirement System
Michigan
$3.04M -$39K -200 -1%
PCM
183
Poehling Capital Management
Wisconsin
$2.98M -$29K -149 -0.9%
SRAM
184
Stone Ridge Asset Management
New York
$2.98M
RPA
185
Rock Point Advisors
Vermont
$2.96M -$447K -2,293 -13%
ECM
186
Element Capital Management
New York
$2.95M +$3.03M +15,565 New
RCM
187
Riverhead Capital Management
Delaware
$2.94M +$974K +5,000 +48%
Wellington Management Group
188
Wellington Management Group
Massachusetts
$2.94M +$2.23M +11,447 +281%
MPM
189
Meritage Portfolio Management
Kansas
$2.91M +$2.99M +15,339 New
LRIC
190
Long Road Investment Counsel
Michigan
$2.83M -$34.1K -175 -1%
M&T Bank
191
M&T Bank
New York
$2.82M +$43K +221 +2%
SC
192
Scotia Capital
Ontario, Canada
$2.76M +$75.8K +389 +3%
Rafferty Asset Management
193
Rafferty Asset Management
New York
$2.68M +$399K +2,048 +17%
TPSF
194
Texas Permanent School Fund
Texas
$2.67M -$213K -1,094 -7%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$2.63M -$258K -1,324 -9%
EA
196
Emerald Advisers
Pennsylvania
$2.6M +$123K +631 +5%
RSS
197
Rosenblum Silverman Sutton
California
$2.47M +$68.2K +350 +3%
Comerica Bank
198
Comerica Bank
Texas
$2.37M -$81.6K -419 -3%
FA
199
FDx Advisors
Illinois
$2.34M -$116K -595 -5%
NAM
200
Nissay Asset Management
Japan
$2.34M +$43.6K +224 +2%

AMG Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2018, worth a combined $9.83B — down 9.3% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AMG positions and 57 closed out — a net gain of 6 holders — while 157 added to existing stakes and 216 trimmed.

The largest buyer was Jupiter Investment Management, opening a new position worth an estimated $91.6M. The largest seller was William Blair Investment Management, cutting an estimated $199M.

  • 528 institutional investors held Affiliated Managers Group (AMG) as of Q1 2018, down from 529 in Q4 2017.
  • Funds reported $9.83B of Affiliated Managers Group stock for Q1 2018, down 9.3% quarter-over-quarter.
  • 63 funds opened new Affiliated Managers Group positions in Q1 2018 and 57 closed out, a net change of +6 holders.
  • The largest Affiliated Managers Group buyer in Q1 2018 was Jupiter Investment Management, an estimated $91.6M added.
  • The largest Affiliated Managers Group seller in Q1 2018 was William Blair Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q1 2018.