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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
DekaBank Deutsche Girozentrale
201
DekaBank Deutsche Girozentrale
Germany
$2.29M +$1.11M +5,687 +89%
ORI
202
Oak Ridge Investments
Illinois
$2.28M -$76K -390 -3%
HNB
203
Huntington National Bank
Ohio
$2.25M -$239K -1,229 -9%
CRC
204
Curi RMB Capital
Illinois
$2.22M -$32.9K -169 -1%
TWA
205
Tillar-Wenstrup Advisors
Ohio
$2.22M -$94.3K -484 -4%
PI
206
PineBridge Investments
New York
$2.18M +$390K +2,002 +21%
GIA
207
Gargoyle Investment Advisor
New Jersey
$2.15M -$789K -4,050 -26%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$2.07M +$335K +1,720 +19%
TAM
209
Tealwood Asset Management
Minnesota
$2.07M +$76.7K +394 +4%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$2.04M -$90.6K -465 -4%
Treasurer of the State of North Carolina
211
Treasurer of the State of North Carolina
North Carolina
$2.04M +$2.09M +10,743 New
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$2.03M +$117K +602 +6%
WC
213
Weil Company
California
$2.02M +$31.6K +162 +2%
BCM
214
BlueCrest Capital Management
Jersey
$1.95M +$1.66M +8,508 +481%
URS
215
Utah Retirement Systems
Utah
$1.94M
UCFA
216
United Capital Financial Advisors
Texas
$1.94M -$380K -1,950 -16%
HIMCH
217
Hartford Investment Management Co (HIMCO)
Connecticut
$1.93M -$213K -1,093 -10%
JIR
218
James Investment Research
Ohio
$1.88M +$1.93M +9,920 New
NMIMC
219
Northwestern Mutual Investment Management Company
Wisconsin
$1.88M -$513K -2,636 -21%
FG
220
Formula Growth
Quebec, Canada
$1.85M +$195K +1,000 +11%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$1.83M
AMI
222
Amica Mutual Insurance
Rhode Island
$1.78M -$2.14M -11,000 -54%
SG Americas Securities
223
SG Americas Securities
New York
$1.77M -$1.66M -8,537 -48%
RIM
224
Redpoint Investment Management
Australia
$1.72M +$353K +1,814 +25%
MSV
225
MN Services Vermogensbeheer
Netherlands
$1.67M

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.