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Affiliated Managers Group
AMG

Overview Fund Activity

294 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, 68 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+22
Holders Change %
+8.09%
% of All Funds
5.22%
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
68
Reduced
127
Closed
30
Calls
$8.34M
Puts
$1.88M
Net Calls
+$6.46M
Net Calls Change
+$6.59M

Top Buyers

1
ACM
Atlanta Capital Management
Georgia
$263M
2
SCM
Spyglass Capital Management
California
$139M
3
SAM
Southeastern Asset Management
Tennessee
$165M
4
GC
Gillson Capital
Illinois
$14.4M
5
Charles Schwab
Charles Schwab
California
$49.1M

Top Sellers

1
Invesco
Invesco
Georgia
$13M
2
Prudential Financial
Prudential Financial
New Jersey
$36.2M
3
LCP
LGT Capital Partners
Switzerland
$104M
4
EIG
EdgePoint Investment Group
Ontario, Canada
$841M
5
Truist Financial
Truist Financial
North Carolina
$8.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$206K -$22.2K -218 -10%
MCM
227
MAI Capital Management
Ohio
$204K +$204K +2,010 New
SFS
228
Sowell Financial Services
Arkansas
$185K +$115K +1,136 +165%
GAM
229
Guinness Asset Management
United Kingdom
$182K -$50.8K -500 -22%
Fidelity International
230
Fidelity International
Bermuda
$162K +$151K +1,478 +1,332%
PAM
231
Panagora Asset Management
Massachusetts
$144K – – –
ST
232
Smithfield Trust
Pennsylvania
$128K – – –
SWA
233
Sutton Wealth Advisors
Florida
$91.3K – – –
CCA
234
Column Capital Advisors
Indiana
$69K +$11.6K +115 +20%
CI
235
CX Institutional
Indiana
$41K -$920 -9 -2%
CCA
236
Childress Capital Advisors
Texas
$38K +$38K +375 New
S
237
SignatureFD
Georgia
$37K +$8.85K +88 +31%
TC
238
Truvestments Capital
Florida
$33K +$33K +330 New
RWA
239
Ropes Wealth Advisors
Massachusetts
$32K +$1.13K +11 +4%
IA
240
IFP Advisors
Florida
$28K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
CPWM
242
Cypress Point Wealth Management
Texas
$28K +$28K +275 New
QCG
243
Quadrant Capital Group
Ohio
$23K -$3.31K -33 -13%
TWA
244
TCI Wealth Advisors
Arizona
$22K +$1.1K +11 +5%
LB
245
Legacy Bridge
Iowa
$18K – – –
IRC
246
Investors Research Corp
Georgia
$15K – – –
FMT
247
First Mercantile Trust
Tennessee
$14K -$789 -8 -5%
WT
248
Whittier Trust
California
$14K -$830 -8 -6%
HNB
249
Huntington National Bank
Ohio
$13K – – –
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$12K -$6.56K -64 -35%
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