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Affiliated Managers Group

481 hedge funds and large institutions have $9.02B invested in Affiliated Managers Group in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 173 increasing their positions, 183 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $8.86B → $9.02B (+$167M)

0.91% more ownership

Funds ownership: 95.25%96.16% (+0.91%)

5% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 183

6% less funds holding

Funds holding: 513481 (-32)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

44% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 61

81% less call options, than puts

Call options by funds: $17.3M | Put options by funds: $92.3M

Holders
481
Holders Change
-32
Holders Change %
-6.24%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
173
Reduced
183
Closed
61
Calls
$17.3M
Puts
$92.3M
Net Calls
-$75M
Net Calls Change
-$71.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$925M +$43.3M +270,929 +5%
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$596M +$217M +1,359,805 +61%
BlackRock
3
BlackRock
New York
$564M -$3.77M -23,620 -0.7%
State Street
4
State Street
Massachusetts
$457M +$27.8M +174,278 +7%
ACM
5
Atlanta Capital Management
Georgia
$327M +$1.75M +10,982 +0.6%
EIG
6
EdgePoint Investment Group
Ontario, Canada
$320M +$91.5M +573,066 +42%
Bank of America
7
Bank of America
North Carolina
$319M +$35.8M +224,442 +13%
Wells Fargo
8
Wells Fargo
California
$259M -$2.09M -13,123 -0.8%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$256M -$6.03M -37,772 -2%
Goldman Sachs
10
Goldman Sachs
New York
$232M +$2.88M +18,069 +1%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$190M +$46.3M +289,885 +34%
LAM
12
Lyrical Asset Management
New York
$184M +$7.16M +44,874 +4%
Invesco
13
Invesco
Georgia
$150M -$61.5M -385,286 -30%
Jennison Associates
14
Jennison Associates
New York
$149M +$14.7M +91,855 +11%
Citadel Advisors
15
Citadel Advisors
Florida
$136M +$99.1M +620,936 +315%
SCM
16
Sterling Capital Management
North Carolina
$121M -$3.16M -19,825 -3%
American Century Companies
17
American Century Companies
Missouri
$115M +$21.7M +135,663 +24%
William Blair & Company
18
William Blair & Company
Illinois
$108M -$2.45M -15,375 -2%
ClearBridge Investments
19
ClearBridge Investments
New York
$107M +$3.32M +20,828 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$104M -$15.1M -94,523 -13%
AllianceBernstein
21
AllianceBernstein
Tennessee
$99.6M +$6.99M +43,793 +8%
Northern Trust
22
Northern Trust
Illinois
$99.5M +$524K +3,280 +0.5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$93.3M +$4M +25,080 +5%
Deutsche Bank
24
Deutsche Bank
Germany
$93.1M +$2.53M +15,840 +3%
DZ Bank
25
DZ Bank
Germany
$91M -$1.74M -10,878 -2%

AMG Hedge Fund Activity: Q2 2017 in Review

481 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2017, worth a combined $9.02B — up 1.9% from $8.86B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of AMG and 34 opened new positions — a net loss of 27 holders — while 183 trimmed existing stakes and 173 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $217M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $139M sold.

  • 481 institutional investors held Affiliated Managers Group (AMG) as of Q2 2017, down from 513 in Q1 2017.
  • Funds reported $9.02B of Affiliated Managers Group stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q2 2017 and 61 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $217M added.
  • The largest Affiliated Managers Group seller in Q2 2017 was DSM Capital Partners, an estimated $139M sold.

Based on aggregated 13F filings for Q2 2017.