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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
CCA
276
Column Capital Advisors
Indiana
$105K -$7.82K -49 -7%
SOW
277
State of Wyoming
Wyoming
$79K +$81.4K +510 New
CI
278
CX Institutional
Indiana
$62K
S
279
SignatureFD
Georgia
$52K +$1.75K +11 +3%
TC
280
Truvestments Capital
Florida
$51K
BWM
281
Baystate Wealth Management
Massachusetts
$48K +$49.8K +312 New
FC
282
FORA Capital
Florida
$45K +$47.1K +295 New
IA
283
IFP Advisors
Florida
$42K +$798 +5 +2%
QCG
284
Quadrant Capital Group
Ohio
$36K +$160 +1 +0.4%
TWA
285
TCI Wealth Advisors
Arizona
$34K
WT
286
Whittier Trust
California
$34K
SIA
287
SkyView Investment Advisors
New Jersey
$30K
Carson Wealth (CWM LLC)
288
Carson Wealth (CWM LLC)
Nebraska
$28K
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$24K +$957 +6 +4%
FMT
290
First Mercantile Trust
Tennessee
$23K -$3.35K -21 -12%
IRC
291
Investors Research Corp
Georgia
$23K
PCH
292
Polar Capital Holdings
United Kingdom
$22.5K -$4.73M -29,664 -17%
PCM
293
Penserra Capital Management
California
$19K +$20.6K +129 New
BCA
294
Berman Capital Advisors
Georgia
$18K +$1.44K +9 +8%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$17K +$16.1K +101 +673%
SPIA
296
Steward Partners Investment Advisory
New York
$16K
CT
297
Caldwell Trust
Florida
$15.4K
LB
298
Legacy Bridge
Iowa
$15K -$12K -75 -43%
CFGS
299
Concourse Financial Group Securities
Alabama
$15K +$15.5K +97 New
GAM
300
Gemmer Asset Management
California
$14K

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.