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Affiliated Managers Group

297 hedge funds and large institutions have $4.59B invested in Affiliated Managers Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 69 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.88M

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

46% more capital invested

Capital invested by funds: $3.14B → $4.59B (+$1.45B)

8% more funds holding

Funds holding: 275297 (+22)

0.97% more ownership

Funds ownership: 98.82%99.78% (+0.97%)

46% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 127

Holders
297
Holders Change
+22
Holders Change %
+8%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
55
Increased
69
Reduced
127
Closed
30
Calls
$8.34M
Puts
$1.88M
Net Calls
+$6.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
226
DekaBank Deutsche Girozentrale
Germany
$225K
CCA
227
Cadent Capital Advisors
Oklahoma
$213K +$181K +2,094 New
ASN
228
Advisory Services Network
Georgia
$206K -$18.8K -218 -10%
MCM
229
MAI Capital Management
Ohio
$204K +$174K +2,010 New
SFS
230
Sowell Financial Services
Arkansas
$185K +$98.1K +1,136 +165%
GAM
231
Guinness Asset Management
United Kingdom
$182K -$43.2K -500 -22%
Fidelity International
232
Fidelity International
Bermuda
$162K +$128K +1,478 +1,332%
PAM
233
Panagora Asset Management
Massachusetts
$144K
ST
234
Smithfield Trust
Pennsylvania
$128K
SWA
235
Sutton Wealth Advisors
Florida
$91.3K
CCA
236
Column Capital Advisors
Indiana
$69K +$9.93K +115 +20%
CI
237
CX Institutional
Indiana
$41K -$777 -9 -2%
CCA
238
Childress Capital Advisors
Texas
$38K +$32.4K +375 New
S
239
SignatureFD
Georgia
$37K +$7.6K +88 +31%
TC
240
Truvestments Capital
Florida
$33K +$28.5K +330 New
RWA
241
Ropes Wealth Advisors
Massachusetts
$32K +$950 +11 +4%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$28K
IA
243
IFP Advisors
Florida
$28K
CPWM
244
Cypress Point Wealth Management
Texas
$28K +$23.8K +275 New
QCG
245
Quadrant Capital Group
Ohio
$23K -$2.85K -33 -13%
TWA
246
TCI Wealth Advisors
Arizona
$22K +$950 +11 +5%
LB
247
Legacy Bridge
Iowa
$18K
IRC
248
Investors Research Corp
Georgia
$15K
FMT
249
First Mercantile Trust
Tennessee
$14K -$691 -8 -5%
WT
250
Whittier Trust
California
$14K -$691 -8 -6%

AMG Hedge Fund Activity: Q4 2020 in Review

297 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2020, worth a combined $4.59B — up 46% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 30 closed out — a net gain of 25 holders — while 69 added to existing stakes and 127 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $48.9M. The largest seller was Invesco, cutting an estimated $45.5M.

  • 297 institutional investors held Affiliated Managers Group (AMG) as of Q4 2020, up from 275 in Q3 2020.
  • Funds reported $4.59B of Affiliated Managers Group stock for Q4 2020, up 46% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q4 2020 and 30 closed out, a net change of +25 holders.
  • The largest Affiliated Managers Group buyer in Q4 2020 was Atlanta Capital Management, an estimated $48.9M added.
  • The largest Affiliated Managers Group seller in Q4 2020 was Invesco, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2020.