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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
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$252K +$819 +5 +0.3%
SG Americas Securities
252
SG Americas Securities
New York
$243K -$3.26M -19,906 -93%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$240K
GW
254
GW & Wade
Massachusetts
$236K
MAM
255
Martingale Asset Management
Massachusetts
$236K +$255K +1,556 New
DT
256
Diversified Trust
Tennessee
$229K -$70.6K -431 -22%
FRM
257
Fox Run Management
Connecticut
$226K -$261K -1,593 -52%
CIP
258
Cornerstone Investment Partners
Georgia
$226K +$245K +1,494 New
Fidelity International
259
Fidelity International
Bermuda
$218K -$322K -1,966 -58%
RJFSA
260
Raymond James Financial Services Advisors
Florida
$218K -$10.2K -62 -4%
AI
261
Atom Investors
Texas
$215K +$233K +1,425 New
KPW
262
Kore Private Wealth
New York
$213K -$327 -2 -0.1%
QC
263
Quantedge Capital
Singapore
$212K
GT
264
Greenleaf Trust
Michigan
$204K +$4.42K +27 +2%
SWA
265
Sutton Wealth Advisors
Florida
$136K
DFCM
266
Dark Forest Capital Management
Puerto Rico
$135K +$147K +895 New
ST
267
Smithfield Trust
Pennsylvania
$134K
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$114K +$5.57K +34 +5%
HFM
269
Harvest Fund Management
China
$105K
SOW
270
State of Wyoming
Wyoming
$102K +$26.9K +164 +32%
CCA
271
Column Capital Advisors
Indiana
$95K -$8.52K -52 -8%
IA
272
IFP Advisors
Florida
$63K +$23.3K +142 +54%
CI
273
CX Institutional
Indiana
$61K
S
274
SignatureFD
Georgia
$50K -$1.15K -7 -2%
TC
275
Truvestments Capital
Florida
$50K

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.