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Affiliated Managers Group

275 hedge funds and large institutions have $3.14B invested in Affiliated Managers Group in 2020 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 123 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.25% more ownership

Funds ownership: 98.56%98.82% (+0.25%)

5% less funds holding

Funds holding: 291275 (-16)

9% less capital invested

Capital invested by funds: $3.47B → $3.14B (-$327M)

11% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.26M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

42% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 123

Holders
275
Holders Change
-16
Holders Change %
-5.5%
% of All Funds
5.55%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
34
Increased
71
Reduced
123
Closed
49
Calls
$1.12M
Puts
$1.26M
Net Calls
-$136K
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$587M
Vanguard Group
2
Vanguard Group
Pennsylvania
$266M -$19.6M -279,751 -7%
BlackRock
3
BlackRock
New York
$263M -$23.3M -333,106 -8%
ACM
4
Atlanta Capital Management
Georgia
$138M +$61M +872,197 +76%
CCP
5
Clarkston Capital Partners
Michigan
$131M -$2.23M -31,953 -2%
KP
6
Kiltearn Partners
United Kingdom
$117M -$11.4M -163,300 -9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$106M -$376K -5,384 -0.3%
State Street
8
State Street
Massachusetts
$103M -$603K -8,626 -0.6%
AACR
9
ACR Alpine Capital Research
Missouri
$98.8M -$2.52M -36,061 -2%
SAM
10
Southeastern Asset Management
Tennessee
$95.8M +$1.01M +14,510 +1%
LCP
11
LGT Capital Partners
Switzerland
$93.5M +$16.6M +237,834 +21%
SCM
12
Spyglass Capital Management
California
$78.6M +$14.1M +201,477 +21%
LAM
13
Lyrical Asset Management
New York
$68.3M -$3.21M -45,909 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$54M +$883K +12,637 +2%
AI
15
Ariel Investments
Illinois
$51.2M +$9.23K +132 +0%
Prudential Financial
16
Prudential Financial
New Jersey
$49.4M -$10.7M -152,880 -17%
Invesco
17
Invesco
Georgia
$44.8M -$729K -10,426 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$38.7M -$12.8M -183,450 -24%
JAM
19
Jupiter Asset Management
United Kingdom
$38M +$38.8M +555,231 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$36.7M -$1.2M -17,174 -3%
Norges Bank
21
Norges Bank
Norway
$31.9M -$2.33M -33,314 -7%
OAM
22
Oppenheimer Asset Management
New York
$28.1M -$1.45M -20,679 -5%
Northern Trust
23
Northern Trust
Illinois
$26.6M -$1.43M -20,485 -5%
Victory Capital Management
24
Victory Capital Management
Texas
$25M -$85.3K -1,220 -0.3%
Charles Schwab
25
Charles Schwab
California
$24.9M -$497K -7,105 -2%

AMG Hedge Fund Activity: Q3 2020 in Review

275 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2020, worth a combined $3.14B — down 9.4% from $3.47B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 34 opened new positions — a net loss of 15 holders — while 123 trimmed existing stakes and 71 added.

The largest buyer was Atlanta Capital Management, adding an estimated $61M. The largest seller was BlackRock, cutting an estimated $23.3M.

  • 275 institutional investors held Affiliated Managers Group (AMG) as of Q3 2020, down from 291 in Q2 2020.
  • Funds reported $3.14B of Affiliated Managers Group stock for Q3 2020, down 9.4% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2020 and 49 closed out, a net change of -15 holders.
  • The largest Affiliated Managers Group buyer in Q3 2020 was Atlanta Capital Management, an estimated $61M added.
  • The largest Affiliated Managers Group seller in Q3 2020 was BlackRock, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2020.