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Affiliated Managers Group

291 hedge funds and large institutions have $3.47B invested in Affiliated Managers Group in 2020 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

25% more capital invested

Capital invested by funds: $2.77B → $3.47B (+$698M)

0.64% more ownership

Funds ownership: 97.92%98.56% (+0.64%)

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

1% less funds holding

Funds holding: 295291 (-4)

40% less call options, than puts

Call options by funds: $2.38M | Put options by funds: $4M

41% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 125

Holders
291
Holders Change
-4
Holders Change %
-1.36%
% of All Funds
5.97%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
51
Increased
74
Reduced
125
Closed
52
Calls
$2.38M
Puts
$4M
Net Calls
-$1.62M
Net Calls Change
-$892K
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$640M +$3.31M +48,930 +0.6%
BlackRock
2
BlackRock
New York
$312M -$25.4M -375,843 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$311M -$20M -295,788 -7%
CCP
4
Clarkston Capital Partners
Michigan
$145M -$190K -2,809 -0.1%
KP
5
Kiltearn Partners
United Kingdom
$140M +$6.57M +97,255 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$116M -$32M -473,254 -23%
State Street
7
State Street
Massachusetts
$113M -$11.5M -170,585 -10%
AACR
8
ACR Alpine Capital Research
Missouri
$110M -$6.14M -90,790 -6%
SAM
9
Southeastern Asset Management
Tennessee
$103M -$999K -14,786 -1%
ACM
10
Atlanta Capital Management
Georgia
$85.5M -$223K -3,297 -0.3%
LCP
11
LGT Capital Partners
Switzerland
$84.2M +$9.53M +141,022 +14%
LAM
12
Lyrical Asset Management
New York
$77.9M +$416K +6,159 +0.6%
SCM
13
Spyglass Capital Management
California
$70.7M +$20.4M +301,518 +47%
Prudential Financial
14
Prudential Financial
New Jersey
$65.2M +$5.89M +87,140 +11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$57.9M +$3.89M +57,549 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$55.9M -$2.86M -42,299 -5%
AI
17
Ariel Investments
Illinois
$55.9M +$6.09M +90,135 +14%
Invesco
18
Invesco
Georgia
$49.6M +$3.4M +50,244 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$41.3M -$6.38M -94,442 -15%
JIM
20
Jupiter Investment Management
United Kingdom
$38.9M +$33.2M +491,436 +1,646%
Norges Bank
21
Norges Bank
Norway
$37.3M -$1.53M -22,622 -4%
OAM
22
Oppenheimer Asset Management
New York
$32.2M -$2.46M -36,434 -8%
Truist Financial
23
Truist Financial
North Carolina
$31.1M -$16.3M -241,517 -37%
Northern Trust
24
Northern Trust
Illinois
$30.6M -$1.61M -23,789 -5%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$28M +$14.5M +214,806 +134%

AMG Hedge Fund Activity: Q2 2020 in Review

291 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2020, worth a combined $3.47B — up 25% from $2.77B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of AMG and 51 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 74 added.

The largest buyer was Jupiter Investment Management, adding an estimated $33.2M. The largest seller was Fidelity Investments, cutting an estimated $32M.

  • 291 institutional investors held Affiliated Managers Group (AMG) as of Q2 2020, down from 295 in Q1 2020.
  • Funds reported $3.47B of Affiliated Managers Group stock for Q2 2020, up 25% quarter-over-quarter.
  • 51 funds opened new Affiliated Managers Group positions in Q2 2020 and 52 closed out, a net change of -1 holder.
  • The largest Affiliated Managers Group buyer in Q2 2020 was Jupiter Investment Management, an estimated $33.2M added.
  • The largest Affiliated Managers Group seller in Q2 2020 was Fidelity Investments, an estimated $32M sold.

Based on aggregated 13F filings for Q2 2020.