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Affiliated Managers Group

339 hedge funds and large institutions have $6.3B invested in Affiliated Managers Group in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 132 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $4.9M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 319339 (+20)

1% more capital invested

Capital invested by funds: $6.27B → $6.3B (+$33.1M)

0.19% less ownership

Funds ownership: 98.92%98.73% (-0.19%)

34% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 132

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
55
Increased
87
Reduced
132
Closed
35
Calls
$10.1M
Puts
$4.9M
Net Calls
+$5.18M
Net Calls Change
+$7.82M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IndexIQ Advisors
New York
$419K +$3.35K +21 +0.8%
PSUF
227
People's United Financial
Connecticut
$410K +$35.7K +224 +9%
PA
228
Profund Advisors
Maryland
$409K -$2.39K -15 -0.6%
SAM
229
Shell Asset Management
Netherlands
$393K +$219K +1,371 +116%
RVPG
230
Relative Value Partners Group
$392K
ACI
231
AMP Capital Investors
Australia
$391K -$48K -301 -11%
HA
232
Harbor Advisors
Florida
$386K
PA
233
Procyon Advisors
Connecticut
$386K
KFP
234
KB Financial Partners
New Jersey
$380K +$102K +638 +35%
SAM
235
Silvercrest Asset Management
New York
$370K
XT
236
XTX Topco
Cayman Islands
$370K +$28.9K +181 +8%
SCM
237
Shelton Capital Management
Colorado
$364K -$24.1K -151 -6%
BCM
238
Bayesian Capital Management
New York
$361K +$373K +2,341 New
WAM
239
World Asset Management
Michigan
$352K -$45K -282 -11%
LP
240
LMR Partners
United Kingdom
$352K +$364K +2,281 New
IIC
241
Integrated Investment Consultants
Michigan
$351K +$99.7K +625 +38%
UFF
242
USA Financial Formulas
Michigan
$346K +$358K +2,245 New
NB
243
Nicolet Bankshares
Wisconsin
$339K -$3.35K -21 -0.9%
Verition Fund Management
244
Verition Fund Management
Connecticut
$339K +$351K +2,199 New
GAM
245
Guinness Asset Management
United Kingdom
$338K +$112K +700 +47%
SM
246
Sciencast Management
New Jersey
$335K +$305K +1,910 New
UCFA
247
United Capital Financial Advisors
Texas
$320K +$115K +718 +53%
ASN
248
Advisory Services Network
Georgia
$311K
CCA
249
Cadent Capital Advisors
Oklahoma
$311K
DT
250
Diversified Trust
Tennessee
$300K +$310K +1,945 New

AMG Hedge Fund Activity: Q2 2021 in Review

339 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2021, worth a combined $6.3B — up 0.53% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 35 closed out — a net gain of 20 holders — while 87 added to existing stakes and 132 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $82.4M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $87M sold.

  • 339 institutional investors held Affiliated Managers Group (AMG) as of Q2 2021, up from 319 in Q1 2021.
  • Funds reported $6.3B of Affiliated Managers Group stock for Q2 2021, up 0.53% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q2 2021 and 35 closed out, a net change of +20 holders.
  • The largest Affiliated Managers Group buyer in Q2 2021 was JP Morgan Chase, an estimated $82.4M added.
  • The largest Affiliated Managers Group seller in Q2 2021 was ACR Alpine Capital Research, an estimated $87M sold.

Based on aggregated 13F filings for Q2 2021.