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Affiliated Managers Group

513 hedge funds and large institutions have $8.86B invested in Affiliated Managers Group in 2017 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 198 increasing their positions, 179 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $8B → $8.86B (+$860M)

11% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 179

1% less funds holding

Funds holding: 520513 (-7)

5.11% less ownership

Funds ownership: 100.36%95.25% (-5.1%)

16% less call options, than puts

Call options by funds: $18.1M | Put options by funds: $21.5M

Holders
513
Holders Change
-7
Holders Change %
-1.35%
% of All Funds
12.77%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.27%
New
66
Increased
198
Reduced
179
Closed
59
Calls
$18.1M
Puts
$21.5M
Net Calls
-$3.37M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$869M +$38.5M +243,426 +5%
BlackRock
2
BlackRock
New York
$562M +$525M +3,320,906 +3,178%
State Street
3
State Street
Massachusetts
$423M +$32.1M +202,802 +9%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$366M +$44.5M +281,219 +14%
ACM
5
Atlanta Capital Management
Georgia
$322M +$7.82M +49,440 +3%
Bank of America
6
Bank of America
North Carolina
$278M +$26.6M +168,151 +11%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$260M -$18.1M -114,513 -7%
Wells Fargo
8
Wells Fargo
California
$258M +$17.5M +110,308 +8%
Goldman Sachs
9
Goldman Sachs
New York
$226M -$70.4M -445,185 -24%
EIG
10
EdgePoint Investment Group
Ontario, Canada
$223M +$135M +854,164 +169%
Invesco
11
Invesco
Georgia
$212M -$25.3M -159,631 -11%
JP Morgan Chase
12
JP Morgan Chase
New York
$206M -$32.6M -206,290 -14%
LAM
13
Lyrical Asset Management
New York
$174M +$168M +1,063,180 New
Fidelity Investments
14
Fidelity Investments
Massachusetts
$140M +$16.3M +103,069 +14%
DCP
15
DSM Capital Partners
Florida
$139M +$3.14M +19,816 +2%
Jennison Associates
16
Jennison Associates
New York
$132M -$10.8M -67,953 -8%
SCM
17
Sterling Capital Management
North Carolina
$123M -$9.69M -61,265 -8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$118M -$16.7M -105,487 -13%
William Blair & Company
19
William Blair & Company
Illinois
$110M +$205K +1,294 +0.2%
ClearBridge Investments
20
ClearBridge Investments
New York
$102M +$28.2M +178,128 +40%
Northern Trust
21
Northern Trust
Illinois
$97.8M +$990K +6,255 +1%
JSP
22
Jackson Square Partners
California
$96.3M +$11.8M +74,671 +15%
SCM
23
Sirios Capital Management
Massachusetts
$95M -$808K -5,104 -0.9%
DZ Bank
24
DZ Bank
Germany
$91.7M +$4.13M +26,103 +5%
American Century Companies
25
American Century Companies
Missouri
$91.7M -$6.47M -40,901 -7%

AMG Hedge Fund Activity: Q1 2017 in Review

513 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2017, worth a combined $8.86B — up 11% from $8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new AMG positions and 59 closed out — a net gain of 7 holders — while 198 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $525M. The largest seller was VOYA Investment Management, cutting an estimated $83.3M.

  • 513 institutional investors held Affiliated Managers Group (AMG) as of Q1 2017, down from 520 in Q4 2016.
  • Funds reported $8.86B of Affiliated Managers Group stock for Q1 2017, up 11% quarter-over-quarter.
  • 66 funds opened new Affiliated Managers Group positions in Q1 2017 and 59 closed out, a net change of +7 holders.
  • The largest Affiliated Managers Group buyer in Q1 2017 was BlackRock, an estimated $525M added.
  • The largest Affiliated Managers Group seller in Q1 2017 was VOYA Investment Management, an estimated $83.3M sold.

Based on aggregated 13F filings for Q1 2017.