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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
TWA
201
Tillar-Wenstrup Advisors
Ohio
$2.4M -$70.1K -394 -3%
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$2.38M -$79K -444 -3%
D.E. Shaw & Co
203
D.E. Shaw & Co
New York
$2.37M -$1.55M -8,718 -41%
CRC
204
Curi RMB Capital
Illinois
$2.27M +$46.8K +263 +2%
CCM
205
CrestPoint Capital Management
Missouri
$2.26M +$338K +1,900 +19%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$2.25M -$47K -264 -2%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$2.07M
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$2.05M +$159K +896 +9%
SB
209
Suntrust Banks
Georgia
$2.05M -$666K -3,745 -26%
TAM
210
Tealwood Asset Management
Minnesota
$2M +$22.2K +125 +1%
RA
211
RiverPark Advisors
New York
$1.97M -$454K -2,551 -20%
URS
212
Utah Retirement Systems
Utah
$1.97M +$17.8K +100 +1%
CCT
213
Country Club Trust
Missouri
$1.95M -$111K -625 -6%
EIM
214
ExxonMobil Investment Management
Texas
$1.94M -$115K -649 -6%
Aberdeen Group
215
Aberdeen Group
United Kingdom
$1.91M +$1.79M +10,039 New
AFG
216
American Financial Group
Ohio
$1.9M
Bank of Nova Scotia
217
Bank of Nova Scotia
Ontario, Canada
$1.86M -$545K -3,064 -24%
CCMH
218
Cornerstone Capital Management Holdings
New York
$1.82M -$34K -191 -2%
Rafferty Asset Management
219
Rafferty Asset Management
New York
$1.79M +$187K +1,053 +13%
RCM
220
Riverhead Capital Management
Delaware
$1.75M +$801K +4,505 +96%
MSV
221
MN Services Vermogensbeheer
Netherlands
$1.75M
FAM
222
Fred Alger Management
New York
$1.73M -$637K -3,580 -28%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.72M +$320K +1,800 +25%
HC
224
Henshaw Capital
Massachusetts
$1.68M
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$1.68M +$120K +677 +8%

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.