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Affiliated Managers Group

297 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, 69 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.88M

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

46% more capital invested

Capital invested by funds: $3.14B → $4.59B (+$1.45B)

8% more funds holding

Funds holding: 275297 (+22)

0.97% more ownership

Funds ownership: 98.82%99.78% (+0.97%)

46% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 127

Holders
297
Holders Change
+22
Holders Change %
+8%
% of All Funds
5.26%
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
69
Reduced
127
Closed
30
Calls
$8.34M
Puts
$1.88M
Net Calls
+$6.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$13K
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$12K -$5.53K -64 -35%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$12K -$4.92K -57 -32%
BCA
254
Berman Capital Advisors
Georgia
$11K
CA
255
Crewe Advisors
Utah
$11K
CT
256
Caldwell Trust
Florida
$10.2K
AIM
257
Arcadia Investment Management
Michigan
$10K -$17.3K -200 -67%
SPIA
258
Steward Partners Investment Advisory
New York
$10K
PA
259
Parallel Advisors
California
$9K -$6.56K -76 -46%
GAM
260
Gemmer Asset Management
California
$9K
LC
261
Lindbrook Capital
California
$9K
VCG
262
Vantage Consulting Group
Virginia
$9K +$7.25K +84 New
AIG
263
American International Group
New York
$8.32K -$300K -3,478 -4%
SIA
264
SkyView Investment Advisors
New Jersey
$6K +$4.84K +56 New
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$6K +$5.18K +60 New
CAGAS
266
Capital Advisory Group Advisory Services
Minnesota
$5K
FF
267
FourThought Financial
Florida
$5K +$4.32K +50 New
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$4K -$5.35K -62 -59%
AssetMark Inc
269
AssetMark Inc
California
$4K
EI
270
Ellevest Inc
New York
$4K
TPCW
271
TD Private Client Wealth
New York
$3.25K -$1.73K -20 -38%
MAM
272
Meeder Asset Management
Ohio
$3K +$432 +5 +18%
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.33K +27 New
ONST
274
Old North State Trust
North Carolina
$3K +$2.59K +30 New
RPWA
275
Regent Peak Wealth Advisors
Georgia
$3K +$2.85K +33 New

AMG Hedge Fund Activity: Q4 2020 in Review

297 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2020, worth a combined $4.59B — up 46% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 30 closed out — a net gain of 25 holders — while 69 added to existing stakes and 127 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $48.9M. The largest seller was Invesco, cutting an estimated $45.5M.

  • 297 institutional investors held Affiliated Managers Group (AMG) as of Q4 2020, up from 275 in Q3 2020.
  • Funds reported $4.59B of Affiliated Managers Group stock for Q4 2020, up 46% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q4 2020 and 30 closed out, a net change of +25 holders.
  • The largest Affiliated Managers Group buyer in Q4 2020 was Atlanta Capital Management, an estimated $48.9M added.
  • The largest Affiliated Managers Group seller in Q4 2020 was Invesco, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2020.