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Affiliated Managers Group

275 hedge funds and large institutions have $3.14B invested in Affiliated Managers Group in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 98.56%98.82% (+0.25%)

5% less funds holding

Funds holding: 291275 (-16)

9% less capital invested

Capital invested by funds: $3.47B → $3.14B (-$327M)

11% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

42% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 123

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
5.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
34
Increased
71
Reduced
123
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
World Asset Management
Michigan
$212K -$4.82K -69 -2%
SG Americas Securities
202
SG Americas Securities
New York
$209K -$686K -9,816 -76%
MFW
203
Meristem Family Wealth
Minnesota
$205K
Royal Bank of Canada
204
Royal Bank of Canada
Ontario, Canada
$165K -$426K -6,096 -72%
GAM
205
Guinness Asset Management
United Kingdom
$157K -$14K -200 -8%
Mitsubishi UFJ Trust & Banking
206
Mitsubishi UFJ Trust & Banking
Japan
$157K +$161K +2,300 New
ASN
207
Advisory Services Network
Georgia
$154K -$199K -2,847 -56%
DekaBank Deutsche Girozentrale
208
DekaBank Deutsche Girozentrale
Germany
$152K
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$113K -$30.6K -438 -21%
JC
210
JBF Capital
Colorado
$109K +$112K +1,600 New
TRCT
211
Tower Research Capital (TRC)
New York
$107K -$190K -2,715 -63%
PAM
212
Panagora Asset Management
Massachusetts
$97K
ST
213
Smithfield Trust
Pennsylvania
$85K -$6.99K -100 -7%
CIA
214
CSat Investment Advisory
Michigan
$79K -$85.1K -1,218 -51%
CH
215
Canton Hathaway
Rhode Island
$77K +$78.8K +1,127 New
CCM
216
Chiron Capital Management
Florida
$62K +$62.9K +900 New
SWA
217
Sutton Wealth Advisors
Florida
$61.4K
PHK
218
Point72 Hong Kong
Hong Kong
$56K -$538K -7,693 -90%
SO
219
STRS Ohio
Ohio
$47K
SFS
220
Sowell Financial Services
Arkansas
$47K +$48K +687 New
Bank Julius Baer & Co
221
Bank Julius Baer & Co
Switzerland
$45K -$70 -1 -0.2%
CCA
222
Column Capital Advisors
Indiana
$39K +$21.5K +308 +118%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$28K
CI
224
CX Institutional
Indiana
$28K +$979 +14 +4%
Walleye Trading
225
Walleye Trading
New York
$24K +$24.1K +345 New

AMG Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2020, worth a combined $3.14B — down 9.4% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 34 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 71 added.

The largest buyer was Atlanta Capital Management, adding an estimated $61M. The largest seller was BlackRock, cutting an estimated $23.3M.

  • 275 institutional investors held Affiliated Managers Group (AMG) as of Q3 2020, down from 291 in Q2 2020.
  • Funds reported $3.14B of Affiliated Managers Group stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q3 2020 was Atlanta Capital Management, an estimated $61M added.
  • The largest Affiliated Managers Group seller in Q3 2020 was BlackRock, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2020.