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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
LIA
201
LS Investment Advisors
Michigan
$146K -$674 -9 -0.4%
DekaBank Deutsche Girozentrale
202
DekaBank Deutsche Girozentrale
Germany
$135K -$74.9K -1,000 -31%
DCM
203
Dupont Capital Management
Delaware
$132K -$110K -1,466 -40%
SG Americas Securities
204
SG Americas Securities
New York
$112K -$213K -2,841 -60%
NIPH
205
NN Investment Partners Holdings
Netherlands
$101K +$127K +1,700 New
NICM
206
Neo Ivy Capital Management
New York
$90K -$336K -4,486 -75%
LSV Asset Management
207
LSV Asset Management
Illinois
$88K
PAM
208
Panagora Asset Management
Massachusetts
$84K -$95.2K -1,271 -47%
ST
209
Smithfield Trust
Pennsylvania
$77K -$33.3K -444 -26%
UBS Group
210
UBS Group
Switzerland
$76K -$2.98M -39,758 -97%
HNB
211
Huntington National Bank
Ohio
$70K -$1.42K -19 -2%
PA
212
Procyon Advisors
Connecticut
$69K
TF
213
Tompkins Financial
New York
$66K -$4.5K -60 -5%
Bank Julius Baer & Co
214
Bank Julius Baer & Co
Switzerland
$59K +$75K +1,001 New
SWA
215
Sutton Wealth Advisors
Florida
$53.1K
QCG
216
Quadrant Capital Group
Ohio
$52K +$50.3K +671 +329%
IUHSA
217
Itau Unibanco Holding S.A.
Brazil
$44K +$55.2K +737 New
II
218
Inspire Investing
Idaho
$44K +$56K +747 New
MC
219
Maverick Capital
Texas
$43K +$54.8K +731 New
TC
220
Truvestments Capital
Florida
$42K +$53.6K +715 New
SO
221
STRS Ohio
Ohio
$41K
AAM
222
Advisors Asset Management
Colorado
$32K -$57.2K -764 -58%
CMBA
223
C.M. Bidwell & Associates
Hawaii
$32K +$40.8K +545 New
Barclays
224
Barclays
United Kingdom
$30K -$1.18M -15,704 -97%
Asset Management One
225
Asset Management One
Japan
$30K +$38.5K +514 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.