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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
BWM
276
Baystate Wealth Management
Massachusetts
$47K
QCG
277
Quadrant Capital Group
Ohio
$35K +$327 +2 +0.9%
WT
278
Whittier Trust
California
$33K
NIPH
279
NN Investment Partners Holdings
Netherlands
$32K -$1.36M -8,300 -98%
TWA
280
TCI Wealth Advisors
Arizona
$31K -$2.46K -15 -7%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$26K +$3.44K +21 +14%
IRC
282
Investors Research Corp
Georgia
$23K
Lazard Asset Management
283
Lazard Asset Management
New York
$23K +$25.5K +156 New
PCH
284
Polar Capital Holdings
United Kingdom
$21.6K -$460K -2,807 -2%
FMT
285
First Mercantile Trust
Tennessee
$21K -$1.31K -8 -5%
PCM
286
Penserra Capital Management
California
$21K +$2.29K +14 +11%
BCA
287
Berman Capital Advisors
Georgia
$20K +$2.46K +15 +13%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$20K +$8.02K +49 +58%
PA
289
Parallel Advisors
California
$19K +$5.89K +36 +39%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$18K +$819 +5 +4%
CFGS
291
Concourse Financial Group Securities
Alabama
$18K +$3.27K +20 +21%
CT
292
Caldwell Trust
Florida
$15.1K
SPIA
293
Steward Partners Investment Advisory
New York
$15K
GAM
294
Gemmer Asset Management
California
$13K
LC
295
Lindbrook Capital
California
$13K
First Manhattan
296
First Manhattan
New York
$12K
AIM
297
Arcadia Investment Management
Michigan
$11K
PMFA
298
Plante Moran Financial Advisors
Michigan
$11K
AF
299
Allworth Financial
California
$11K +$11.6K +71 New
GCM
300
Gables Capital Management
Florida
$9K

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.