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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
201
Magnus Financial Group
New York
$269K +$244K +3,603 New
RIL
202
Rothschild Investment LLC
Illinois
$254K -$415K -6,144 -64%
FRM
203
Fox Run Management
Connecticut
$251K +$228K +3,369 New
PG
204
Pendal Group
Australia
$244K +$221K +3,269 New
SSA
205
Schonfeld Strategic Advisors
New York
$241K +$219K +3,239 New
WAM
206
World Asset Management
Michigan
$236K +$214K +3,164 New
WCM
207
Wedge Capital Management
North Carolina
$230K +$208K +3,079 New
RJFSA
208
Raymond James Financial Services Advisors
Florida
$226K +$205K +3,028 New
PWM
209
Perigon Wealth Management
California
$224K -$7.43K -110 -4%
MFW
210
Meristem Family Wealth
Minnesota
$224K +$203K +3,000 New
SCM
211
Shelton Capital Management
Colorado
$221K +$201K +2,968 New
UCFA
212
United Capital Financial Advisors
Texas
$218K +$197K +2,920 New
CIBC World Market
213
CIBC World Market
Ontario, Canada
$214K +$194K +2,872 New
LIA
214
LS Investment Advisors
Michigan
$192K +$6.62K +98 +4%
GAM
215
Guinness Asset Management
United Kingdom
$186K
CIA
216
CSat Investment Advisory
Michigan
$177K +$150K +2,226 +1,445%
DekaBank Deutsche Girozentrale
217
DekaBank Deutsche Girozentrale
Germany
$162K
UBS Group
218
UBS Group
Switzerland
$159K +$57K +843 +66%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$157K -$200K -2,955 -59%
DCM
220
Dupont Capital Management
Delaware
$149K -$16K -237 -11%
NIPH
221
NN Investment Partners Holdings
Netherlands
$127K
Canada Pension Plan Investment Board
222
Canada Pension Plan Investment Board
Ontario, Canada
$112K -$170K -2,510 -63%
PAM
223
Panagora Asset Management
Massachusetts
$106K
ST
224
Smithfield Trust
Pennsylvania
$101K +$4.05K +60 +5%
PA
225
Procyon Advisors
Connecticut
$87K

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.