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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
DCM
251
Dupont Capital Management
Delaware
$188K +$165K +1,259 New
SAM
252
Shell Asset Management
Netherlands
$176K +$154K +1,180 New
QT
253
Quantbot Technologies
New York
$152K +$133K +1,021 New
ST
254
Smithfield Trust
Pennsylvania
$147K -$35.3K -270 -22%
Acadian Asset Management
255
Acadian Asset Management
Massachusetts
$142K +$125K +956 New
SWA
256
Sutton Wealth Advisors
Florida
$134K
CCA
257
Column Capital Advisors
Indiana
$108K +$5.75K +44 +6%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$107K +$78K +597 +493%
Walleye Trading
259
Walleye Trading
New York
$84K -$550K -4,210 -88%
CI
260
CX Institutional
Indiana
$60K
SFS
261
Sowell Financial Services
Arkansas
$53K -$199K -1,519 -83%
S
262
SignatureFD
Georgia
$49K -$5.1K -39 -11%
TC
263
Truvestments Capital
Florida
$49K
HFM
264
Harvest Fund Management
China
$45K +$40.3K +308 New
IA
265
IFP Advisors
Florida
$38K -$2.35K -18 -6%
QCG
266
Quadrant Capital Group
Ohio
$34K +$261 +2 +0.9%
TWA
267
TCI Wealth Advisors
Arizona
$33K
WT
268
Whittier Trust
California
$33K +$11.2K +86 +64%
SIA
269
SkyView Investment Advisors
New Jersey
$30K +$18.8K +144 +257%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$28K
LB
271
Legacy Bridge
Iowa
$26K
FMT
272
First Mercantile Trust
Tennessee
$25K +$3.53K +27 +19%
IRC
273
Investors Research Corp
Georgia
$22K
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$22K +$3.92K +30 +26%
BCA
275
Berman Capital Advisors
Georgia
$16K

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.