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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
FCH
276
Freestone Capital Holdings
Washington
$2.03K
VFA
277
Valeo Financial Advisors
Indiana
$2K -$23K -266 -92%
CFD
278
Creative Financial Designs
Indiana
$2K
EARNEST Partners
279
EARNEST Partners
Georgia
$2K
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
WEC
281
Winslow Evans & Crocker
Massachusetts
$2K
IAIM
282
International Assets Investment Management
Florida
$2K +$1.99K +23 New
AIM
283
Anchor Investment Management
South Carolina
$1.63K
BCWM
284
Bartlett & Co Wealth Management
Ohio
$1.12K +$950 +11 New
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$1K -$21.1K -244 -97%
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$1K -$5.18K -60 -81%
GWS
287
Glassman Wealth Services
Virginia
$1K
BC
288
Bartlett & Co
Ohio
$1K +$950 +11 New
FHA
289
First Horizon Advisors
Tennessee
$1K +$950 +11 New
IA
290
Inspire Advisors
Idaho
$1K +$1.12K +13 New
PWPS
291
Pinnacle Wealth Planning Services
Ohio
$1K +$1.12K +13 New
Walleye Capital
292
Walleye Capital
New York
$235 +$199K +2,307 New
Hotchkis & Wiley Capital Management
293
Hotchkis & Wiley Capital Management
California
-$2.52M -36,850 Closed
Connor, Clark & Lunn Investment Management (CC&L)
294
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.28M -33,300 Closed
BSW
295
Buckingham Strategic Wealth
Missouri
-$875K -12,794 Closed
CIBC World Market
296
CIBC World Market
Ontario, Canada
-$455K -6,661 Closed
ONB
297
Old National Bancorp
Indiana
-$446K -6,525 Closed
AW
298
Alpha Windward
Massachusetts
-$426K -6,224 Closed
APCM
299
Arbiter Partners Capital Management
New York
-$410K -6,000 Closed
PAMP
300
Polar Asset Management Partners
Ontario, Canada
-$400K -5,844 Closed

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.