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Affiliated Managers Group

483 hedge funds and large institutions have $10.2B invested in Affiliated Managers Group in 2017 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 188 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

13% more capital invested

Capital invested by funds: $9.02B → $10.2B (+$1.15B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0% more funds holding

Funds holding: 481483 (+2)

0.38% less ownership

Funds ownership: 96.16%95.78% (-0.38%)

20% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 188

40% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $18.9M

Holders
483
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
12.04%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
47
Increased
151
Reduced
188
Closed
38
Calls
$11.4M
Puts
$18.9M
Net Calls
-$7.49M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.07B +$9.86M +55,440 +1%
BlackRock
2
BlackRock
New York
$646M +$168K +943 +0%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$638M -$41.2M -231,640 -6%
State Street
4
State Street
Massachusetts
$509M -$13.4M -75,339 -3%
Bank of America
5
Bank of America
North Carolina
$439M +$69.4M +390,126 +20%
ACM
6
Atlanta Capital Management
Georgia
$367M -$6.88M -38,659 -2%
EIG
7
EdgePoint Investment Group
Ontario, Canada
$364M -$2.67M -15,020 -0.8%
Wells Fargo
8
Wells Fargo
California
$296M -$727K -4,089 -0.3%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$288M -$4.67M -26,271 -2%
Goldman Sachs
10
Goldman Sachs
New York
$276M +$9.77M +54,903 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$245M +$25.2M +141,719 +12%
LAM
12
Lyrical Asset Management
New York
$214M +$3.47M +19,482 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$186M +$28.9M +162,600 +20%
Jennison Associates
14
Jennison Associates
New York
$180M +$8.68M +48,775 +5%
SCM
15
Sterling Capital Management
North Carolina
$139M +$200K +1,127 +0.2%
AAMU
16
Amundi Asset Management US
Massachusetts
$136M +$77.5M +435,440 +156%
Invesco
17
Invesco
Georgia
$135M -$35M -196,700 -22%
Northern Trust
18
Northern Trust
Illinois
$119M +$4.56M +25,643 +4%
William Blair & Company
19
William Blair & Company
Illinois
$118M -$4.88M -27,414 -4%
American Century Companies
20
American Century Companies
Missouri
$117M -$14.1M -79,260 -11%
ClearBridge Investments
21
ClearBridge Investments
New York
$117M -$5.69M -32,006 -5%
AllianceBernstein
22
AllianceBernstein
Tennessee
$112M -$1.4M -7,879 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$112M +$14.8M +83,018 +16%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$109M -$8.67M -48,742 -8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$109M +$2.13M +11,974 +2%

AMG Hedge Fund Activity: Q3 2017 in Review

483 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2017, worth a combined $10.2B — up 13% from $9.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AMG positions and 38 closed out — a net gain of 9 holders — while 151 added to existing stakes and 188 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $77.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $41.2M.

  • 483 institutional investors held Affiliated Managers Group (AMG) as of Q3 2017, up from 481 in Q2 2017.
  • Funds reported $10.2B of Affiliated Managers Group stock for Q3 2017, up 13% quarter-over-quarter.
  • 47 funds opened new Affiliated Managers Group positions in Q3 2017 and 38 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q3 2017 was Amundi Asset Management US, an estimated $77.5M added.
  • The largest Affiliated Managers Group seller in Q3 2017 was Manulife (Manufacturers Life Insurance), an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.