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Affiliated Managers Group

334 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 129

1.42% less ownership

Funds ownership: 96.49%95.08% (-1.4%)

8% less funds holding

Funds holding: 364334 (-30)

18% less capital invested

Capital invested by funds: $6.41B → $5.28B (-$1.14B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

49% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 55

57% less call options, than puts

Call options by funds: $887K | Put options by funds: $2.06M

Holders
334
Holders Change
-30
Holders Change %
-8.24%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
28
Increased
118
Reduced
129
Closed
55
Calls
$887K
Puts
$2.06M
Net Calls
-$1.17M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
226
Harbor Advisors
Florida
$352K
CIP
227
Cornerstone Investment Partners
Georgia
$342K -$13.4K -93 -4%
IIC
228
Ironwood Investment Counsel
Arizona
$336K -$35.9K -250 -9%
CCM
229
Coldstream Capital Management
Washington
$315K -$34.3K -239 -10%
CCA
230
Cadent Capital Advisors
Oklahoma
$309K
SCM
231
Shelton Capital Management
Colorado
$308K
SAM
232
Shell Asset Management
Netherlands
$303K -$45.7K -318 -13%
OTL
233
Oak Thistle LLC
New York
$298K +$128K +891 +73%
UCFA
234
United Capital Financial Advisors
Texas
$287K +$7.76K +54 +3%
CCIA
235
Campbell & Co Investment Adviser
Maryland
$284K -$45.4K -316 -14%
PP
236
Paloma Partners
Connecticut
$282K -$2.89M -20,088 -91%
GW
237
GW & Wade
Massachusetts
$273K +$53.6K +373 +24%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$269K +$127K +881 +86%
LPL Financial
239
LPL Financial
California
$265K -$231K -1,611 -46%
IIC
240
Integrated Investment Consultants
Michigan
$264K -$3.59K -25 -1%
PA
241
Profund Advisors
Maryland
$263K -$33K -230 -11%
NB
242
Nicolet Bankshares
Wisconsin
$263K -$6.03K -42 -2%
TRCT
243
Tower Research Capital (TRC)
New York
$259K -$694K -4,828 -72%
ASN
244
Advisory Services Network
Georgia
$257K -$1.01K -7 -0.4%
SAM
245
Silvercrest Asset Management
New York
$248K
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$238K -$24.4K -170 -9%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$238K
CIBC Private Wealth Group
248
CIBC Private Wealth Group
Georgia
$232K +$8.05K +56 +4%
GCP
249
GSA Capital Partners
United Kingdom
$227K -$70.7K -492 -23%
FA
250
FDx Advisors
Illinois
$223K +$227K +1,582 New

AMG Hedge Fund Activity: Q1 2022 in Review

334 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2022, worth a combined $5.28B — down 18% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AMG and 28 opened new positions — a net loss of 27 holders — while 129 trimmed existing stakes and 118 added.

The largest buyer was Citadel Advisors, adding an estimated $45.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $111M.

  • 334 institutional investors held Affiliated Managers Group (AMG) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q1 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Affiliated Managers Group positions in Q1 2022 and 55 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q1 2022 was Citadel Advisors, an estimated $45.5M added.
  • The largest Affiliated Managers Group seller in Q1 2022 was EdgePoint Investment Group, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.