We are live on ! Find out more
AMG icon

Affiliated Managers Group

319 hedge funds and large institutions have $6.27B invested in Affiliated Managers Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 74 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $4.59B → $6.27B (+$1.68B)

7% more funds holding

Funds holding: 297319 (+22)

0.87% less ownership

Funds ownership: 99.78%98.92% (-0.87%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

35% less call options, than puts

Call options by funds: $4.87M | Put options by funds: $7.51M

43% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 130

Holders
319
Holders Change
+22
Holders Change %
+7.41%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
59
Increased
74
Reduced
130
Closed
35
Calls
$4.87M
Puts
$7.51M
Net Calls
-$2.64M
Net Calls Change
-$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
226
Vestmark Advisory Solutions
Massachusetts
$275K -$212K -1,621 -47%
MAM
227
Meeder Asset Management
Ohio
$272K +$235K +1,794 +5,436%
KFP
228
KB Financial Partners
New Jersey
$272K +$238K +1,824 New
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$272K +$239K +1,826 New
LIA
230
LS Investment Advisors
Michigan
$262K -$106K -808 -32%
TI
231
Tidal Investments
Wisconsin
$261K +$229K +1,749 New
CIBC World Market
232
CIBC World Market
Ontario, Canada
$259K +$227K +1,740 New
MCM
233
MAI Capital Management
Ohio
$251K -$42.8K -327 -16%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$248K +$217K +1,661 New
IIC
235
Integrated Investment Consultants
Michigan
$246K +$216K +1,650 New
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$237K +$208K +1,588 New
GW
237
GW & Wade
Massachusetts
$234K +$205K +1,568 New
M&T Bank
238
M&T Bank
New York
$234K +$205K +1,568 New
VF
239
Virtu Financial
New York
$233K +$205K +1,565 New
CI
240
Cigna Investments
Connecticut
$231K +$202K +1,547 New
IRF
241
IBM Retirement Fund
New York
$229K +$201K +1,534 New
CCM
242
Coldstream Capital Management
Washington
$229K +$201K +1,535 New
HighTower Advisors
243
HighTower Advisors
Illinois
$227K -$1.66M -12,734 -89%
Creative Planning
244
Creative Planning
Kansas
$227K +$199K +1,523 New
GAM
245
Guinness Asset Management
United Kingdom
$222K -$39.2K -300 -17%
TWM
246
Tolleson Wealth Management
Texas
$218K +$192K +1,465 New
KPW
247
Kore Private Wealth
New York
$210K +$185K +1,412 New
RJFSA
248
Raymond James Financial Services Advisors
Florida
$204K +$179K +1,370 New
UCFA
249
United Capital Financial Advisors
Texas
$203K +$178K +1,359 New
PAMP
250
Polar Asset Management Partners
Ontario, Canada
$201K +$176K +1,348 New

AMG Hedge Fund Activity: Q1 2021 in Review

319 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2021, worth a combined $6.27B — up 36% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 35 closed out — a net gain of 24 holders — while 74 added to existing stakes and 130 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $31.9M. The largest seller was EdgePoint Investment Group, cutting an estimated $121M.

  • 319 institutional investors held Affiliated Managers Group (AMG) as of Q1 2021, up from 297 in Q4 2020.
  • Funds reported $6.27B of Affiliated Managers Group stock for Q1 2021, up 36% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q1 2021 and 35 closed out, a net change of +24 holders.
  • The largest Affiliated Managers Group buyer in Q1 2021 was Arrowstreet Capital, an estimated $31.9M added.
  • The largest Affiliated Managers Group seller in Q1 2021 was EdgePoint Investment Group, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2021.