Affiliated Managers Group
447 hedge funds and large institutions have $11.5B invested in Affiliated Managers Group in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 144 increasing their positions, 189 reducing their positions, and 22 closing their positions.
159% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 22
25% more funds holding in top 10
Funds holding in top 10: 16 → 20 (+4)
18% more capital invested
Capital invested by funds: $9.77B → $11.5B (+$1.74B)
8% more funds holding
Funds holding: 413 → 447 (+34)
0.85% less ownership
Funds ownership: 101.17% → 100.33% (-0.85%)
24% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 189
40% less call options, than puts
Call options by funds: $25M | Put options by funds: $42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$141M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$49.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.4M |
| 4 |
Alkeon Capital Management
New York
|
+$43.9M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$72M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$68.4M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$61.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$48.6M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
-$31.7M |
AMG Hedge Fund Activity: Q4 2013 in Review
447 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2013, worth a combined $11.5B — up 18% from $9.77B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new AMG positions and 22 closed out — a net gain of 35 holders — while 144 added to existing stakes and 189 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $141M. The largest seller was William Blair & Company, cutting an estimated $72M.
- 447 institutional investors held Affiliated Managers Group (AMG) as of Q4 2013, up from 413 in Q3 2013.
- Funds reported $11.5B of Affiliated Managers Group stock for Q4 2013, up 18% quarter-over-quarter.
- 57 funds opened new Affiliated Managers Group positions in Q4 2013 and 22 closed out, a net change of +35 holders.
- The largest Affiliated Managers Group buyer in Q4 2013 was JP Morgan Chase, an estimated $141M added.
- The largest Affiliated Managers Group seller in Q4 2013 was William Blair & Company, an estimated $72M sold.
Based on aggregated 13F filings for Q4 2013.