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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
YIH
251
Y-Intercept (HK)
Hong Kong
$299K +$309K +1,939 New
JC
252
JBF Capital
Colorado
$293K
IMRF
253
Illinois Municipal Retirement Fund
Illinois
$289K +$299K +1,874 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
254
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$279K +$288K +1,806 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$278K -$3.99K -25 -1%
Mirae Asset Global Investments
256
Mirae Asset Global Investments
South Korea
$262K +$271K +1,700 New
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$256K
FM
258
Family Management
New York
$251K +$260K +1,627 New
CIBC Private Wealth Group
259
CIBC Private Wealth Group
Georgia
$245K
DTL
260
Dynamic Technology Lab
Singapore
$242K +$250K +1,570 New
GW
261
GW & Wade
Massachusetts
$240K -$1.44K -9 -0.6%
CCM
262
Coldstream Capital Management
Washington
$237K
RJFSA
263
Raymond James Financial Services Advisors
Florida
$232K +$21.1K +132 +10%
TWM
264
Tolleson Wealth Management
Texas
$226K
KPW
265
Kore Private Wealth
New York
$218K
QC
266
Quantedge Capital
Singapore
$216K +$223K +1,400 New
CI
267
Cigna Investments
Connecticut
$204K -$35.9K -225 -15%
GT
268
Greenleaf Trust
Michigan
$204K +$211K +1,321 New
WCM
269
Wedge Capital Management
North Carolina
$203K -$90.1K -565 -30%
Franklin Resources
270
Franklin Resources
California
$202K +$209K +1,310 New
Twin Tree Management
271
Twin Tree Management
Texas
$143K +$148K +926 New
SWA
272
Sutton Wealth Advisors
Florida
$138K
ST
273
Smithfield Trust
Pennsylvania
$136K -$16K -100 -10%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$111K
HFM
275
Harvest Fund Management
China
$108K +$61.9K +388 +126%

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.