We are live on ! Find out more
AMG icon

Affiliated Managers Group

499 hedge funds and large institutions have $7.73B invested in Affiliated Managers Group in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 184 increasing their positions, 168 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

5% more funds holding

Funds holding: 473499 (+26)

10% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 168

0.83% less ownership

Funds ownership: 102.85%102.02% (-0.83%)

10% less capital invested

Capital invested by funds: $8.6B → $7.73B (-$866M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

70% less call options, than puts

Call options by funds: $12.6M | Put options by funds: $41.6M

Holders
499
Holders Change
+26
Holders Change %
+5.5%
% of All Funds
13.31%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
72
Increased
184
Reduced
168
Closed
44
Calls
$12.6M
Puts
$41.6M
Net Calls
-$29M
Net Calls Change
-$36.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$667M +$12.8M +78,317 +2%
State Street
2
State Street
Massachusetts
$310M -$10.2M -62,348 -3%
ACM
3
Atlanta Capital Management
Georgia
$260M +$21.1M +129,121 +8%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$252M -$66.7M -407,275 -19%
Citadel Advisors
5
Citadel Advisors
Florida
$246M +$86.3M +527,251 +43%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$244M -$67M -409,593 -19%
Goldman Sachs
7
Goldman Sachs
New York
$239M +$34.3M +209,791 +14%
Wells Fargo
8
Wells Fargo
California
$206M +$18.6M +113,477 +8%
BIT
9
BlackRock Institutional Trust
California
$194M -$1.84M -11,226 -0.8%
Invesco
10
Invesco
Georgia
$186M -$13.9M -84,847 -6%
Bank of America
11
Bank of America
North Carolina
$185M +$6.04M +36,900 +3%
JP Morgan Chase
12
JP Morgan Chase
New York
$171M +$541K +3,307 +0.3%
Macquarie Group
13
Macquarie Group
Australia
$135M +$74.3M +453,717 +90%
NC
14
Nicholas Company
Wisconsin
$129M +$63K +385 +0%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$129M -$4.15M -25,368 -3%
Jennison Associates
16
Jennison Associates
New York
$128M -$6.45M -39,406 -4%
DCP
17
DSM Capital Partners
Florida
$125M -$7.47M -45,641 -5%
BFA
18
BlackRock Fund Advisors
California
$122M +$3.12M +19,065 +2%
Franklin Resources
19
Franklin Resources
California
$120M -$12.1M -73,847 -8%
American Century Companies
20
American Century Companies
Missouri
$113M -$4.77M -29,140 -4%
William Blair & Company
21
William Blair & Company
Illinois
$104M -$12.9M -78,933 -10%
AllianceBernstein
22
AllianceBernstein
Tennessee
$104M -$5.29M -32,325 -4%
Northern Trust
23
Northern Trust
Illinois
$102M -$1.67M -10,218 -1%
JSP
24
Jackson Square Partners
California
$101M -$3.85M -23,546 -3%
Victory Capital Management
25
Victory Capital Management
Texas
$92.9M -$13.9M -85,004 -11%

AMG Hedge Fund Activity: Q2 2016 in Review

499 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2016, worth a combined $7.73B — down 10% from $8.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AMG positions and 44 closed out — a net gain of 28 holders — while 184 added to existing stakes and 168 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.3M. The largest seller was Royal London Asset Management, cutting an estimated $353M.

  • 499 institutional investors held Affiliated Managers Group (AMG) as of Q2 2016, up from 473 in Q1 2016.
  • Funds reported $7.73B of Affiliated Managers Group stock for Q2 2016, down 10% quarter-over-quarter.
  • 72 funds opened new Affiliated Managers Group positions in Q2 2016 and 44 closed out, a net change of +28 holders.
  • The largest Affiliated Managers Group buyer in Q2 2016 was Citadel Advisors, an estimated $86.3M added.
  • The largest Affiliated Managers Group seller in Q2 2016 was Royal London Asset Management, an estimated $353M sold.

Based on aggregated 13F filings for Q2 2016.