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Affiliated Managers Group

332 hedge funds and large institutions have $6.02B invested in Affiliated Managers Group in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 141 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $6.3B → $6.02B (-$286M)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

1.7% less ownership

Funds ownership: 98.73%97.03% (-1.7%)

2% less funds holding

Funds holding: 339332 (-7)

36% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 141

54% less call options, than puts

Call options by funds: $8.26M | Put options by funds: $17.9M

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
34
Increased
90
Reduced
141
Closed
37
Calls
$8.26M
Puts
$17.9M
Net Calls
-$9.62M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
226
Occudo Quantitative Strategies
Florida
$432K +$468K +2,859 New
IIC
227
Ironwood Investment Counsel
Arizona
$424K -$16.4K -100 -3%
PSUF
228
People's United Financial
Connecticut
$406K +$4.91K +30 +1%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$388K +$420K +2,566 New
RVPG
230
Relative Value Partners Group
$384K
ACI
231
AMP Capital Investors
Australia
$383K
HA
232
Harbor Advisors
Florida
$378K
PA
233
Procyon Advisors
Connecticut
$378K
SAM
234
Shell Asset Management
Netherlands
$370K -$16.4K -100 -4%
Tudor Investment Corp
235
Tudor Investment Corp
Connecticut
$368K +$398K +2,433 New
SAM
236
Silvercrest Asset Management
New York
$363K
SCM
237
Shelton Capital Management
Colorado
$357K
VPIM
238
Vanguard Personalized Indexing Management
California
$339K +$368K +2,247 New
IIC
239
Integrated Investment Consultants
Michigan
$336K -$8.19K -50 -2%
NB
240
Nicolet Bankshares
Wisconsin
$326K -$6.88K -42 -2%
PA
241
Profund Advisors
Maryland
$322K -$84.8K -518 -20%
WAM
242
World Asset Management
Michigan
$317K -$29.3K -179 -8%
ASN
243
Advisory Services Network
Georgia
$305K
CCA
244
Cadent Capital Advisors
Oklahoma
$305K
Citadel Advisors
245
Citadel Advisors
Florida
$299K -$6.63M -40,480 -95%
UCFA
246
United Capital Financial Advisors
Texas
$299K -$16.5K -101 -5%
IMRF
247
Illinois Municipal Retirement Fund
Illinois
$283K
WAP
248
Wealthcare Advisory Partners
Pennsylvania
$282K +$10.5K +64 +4%
JC
249
JBF Capital
Colorado
$264K -$24.6K -150 -8%
Voloridge Investment Management
250
Voloridge Investment Management
Florida
$262K -$674K -4,114 -70%

AMG Hedge Fund Activity: Q3 2021 in Review

332 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2021, worth a combined $6.02B — down 4.5% from $6.3B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMG and 34 opened new positions — a net loss of 3 holders — while 141 trimmed existing stakes and 90 added.

The largest buyer was Assenagon Asset Management, adding an estimated $16.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $20.4M.

  • 332 institutional investors held Affiliated Managers Group (AMG) as of Q3 2021, down from 339 in Q2 2021.
  • Funds reported $6.02B of Affiliated Managers Group stock for Q3 2021, down 4.5% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2021 and 37 closed out, a net change of -3 holders.
  • The largest Affiliated Managers Group buyer in Q3 2021 was Assenagon Asset Management, an estimated $16.5M added.
  • The largest Affiliated Managers Group seller in Q3 2021 was EdgePoint Investment Group, an estimated $20.4M sold.

Based on aggregated 13F filings for Q3 2021.