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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
CA
276
Crewe Advisors
Utah
$16K
SPIA
277
Steward Partners Investment Advisory
New York
$15.1K
AIM
278
Arcadia Investment Management
Michigan
$15K
CT
279
Caldwell Trust
Florida
$14.9K
PA
280
Parallel Advisors
California
$14K +$523 +4 +5%
GAM
281
Gemmer Asset Management
California
$13K
LC
282
Lindbrook Capital
California
$13K
AIG
283
American International Group
New York
$11.5K -$598K -4,574 -6%
PMFA
284
Plante Moran Financial Advisors
Michigan
$11K +$9.54K +73 New
First Manhattan
285
First Manhattan
New York
$11K +$10.5K +80 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$9K
GCM
287
Gables Capital Management
Florida
$9K +$8.11K +62 New
FMP
288
Financial Management Professionals
Texas
$8K +$7.45K +57 New
CAGAS
289
Capital Advisory Group Advisory Services
Minnesota
$7K
FF
290
FourThought Financial
Florida
$7K
AssetMark Inc
291
AssetMark Inc
California
$6K +$392 +3 +8%
EI
292
Ellevest Inc
New York
$5K
TPCW
293
TD Private Client Wealth
New York
$4.77K
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$4K
ONST
295
Old North State Trust
North Carolina
$4K
HNB
296
Huntington National Bank
Ohio
$3K -$13.6K -104 -84%
CFD
297
Creative Financial Designs
Indiana
$3K
EARNEST Partners
298
EARNEST Partners
Georgia
$3K
EFSCE
299
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
VFA
300
Valeo Financial Advisors
Indiana
$3K

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.