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Affiliated Managers Group

364 hedge funds and large institutions have $6.41B invested in Affiliated Managers Group in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 112 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 28

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 332364 (+32)

7% more capital invested

Capital invested by funds: $6.02B → $6.41B (+$398M)

0.54% less ownership

Funds ownership: 97.03%96.49% (-0.54%)

12% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 127

64% less call options, than puts

Call options by funds: $6.6M | Put options by funds: $18.5M

Holders
364
Holders Change
+32
Holders Change %
+9.64%
% of All Funds
5.6%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
64
Increased
112
Reduced
127
Closed
28
Calls
$6.6M
Puts
$18.5M
Net Calls
-$11.9M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
251
People's United Financial
Connecticut
$308K -$137K -815 -30%
Marshall Wace
252
Marshall Wace
United Kingdom
$306K -$768K -4,582 -71%
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$305K -$1.34K -8 -0.4%
AGP
254
Autumn Glory Partners
Texas
$305K +$311K +1,855 New
PG
255
Pendal Group
Australia
$304K +$310K +1,850 New
MAM
256
Martingale Asset Management
Massachusetts
$302K +$46.5K +277 +18%
VPIM
257
Vanguard Personalized Indexing Management
California
$301K -$69.9K -417 -19%
ASN
258
Advisory Services Network
Georgia
$300K -$32.2K -192 -10%
DT
259
Diversified Trust
Tennessee
$295K +$47K +280 +18%
SAM
260
Silvercrest Asset Management
New York
$289K -$108K -642 -27%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$278K +$4.36K +26 +2%
HighTower Advisors
262
HighTower Advisors
Illinois
$264K +$271K +1,615 New
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$261K
CP
264
CenterBook Partners
Connecticut
$261K +$266K +1,589 New
GW
265
GW & Wade
Massachusetts
$257K +$671 +4 +0.3%
JC
266
JBF Capital
Colorado
$247K -$41.9K -250 -14%
PHK
267
Point72 Hong Kong
Hong Kong
$229K -$279K -1,666 -55%
GT
268
Greenleaf Trust
Michigan
$221K -$335 -2 -0.1%
IP
269
Investment Partners
Ohio
$221K +$225K +1,344 New
FFM
270
Forum Financial Management
Illinois
$218K +$222K +1,326 New
TWM
271
Tolleson Wealth Management
Texas
$217K +$221K +1,319 New
WG
272
Winton Group
United Kingdom
$212K -$1.32M -7,900 -86%
MCM
273
MAI Capital Management
Ohio
$206K +$210K +1,253 New
ACM
274
Alta Capital Management
Utah
$203K +$208K +1,240 New
SSWM
275
Sheets Smith Wealth Management
North Carolina
$202K +$206K +1,227 New

AMG Hedge Fund Activity: Q4 2021 in Review

364 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2021, worth a combined $6.41B — up 6.6% from $6.02B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new AMG positions and 28 closed out — a net gain of 36 holders — while 112 added to existing stakes and 127 trimmed.

The largest buyer was Amundi, opening a new position worth an estimated $50.6M. The largest seller was EdgePoint Investment Group, cutting an estimated $183M.

  • 364 institutional investors held Affiliated Managers Group (AMG) as of Q4 2021, up from 332 in Q3 2021.
  • Funds reported $6.41B of Affiliated Managers Group stock for Q4 2021, up 6.6% quarter-over-quarter.
  • 64 funds opened new Affiliated Managers Group positions in Q4 2021 and 28 closed out, a net change of +36 holders.
  • The largest Affiliated Managers Group buyer in Q4 2021 was Amundi, an estimated $50.6M added.
  • The largest Affiliated Managers Group seller in Q4 2021 was EdgePoint Investment Group, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2021.