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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
OTL
276
Oak Thistle LLC
New York
$200K +$204K +1,219 New
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$169K +$172K +1,028 New
SWA
278
Sutton Wealth Advisors
Florida
$149K +$838 +5 +0.6%
ST
279
Smithfield Trust
Pennsylvania
$146K
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$136K +$12.4K +74 +10%
QC
281
Quent Capital
New York
$133K +$136K +809 New
MCM
282
Manchester Capital Management
Vermont
$132K +$134K +800 New
CCA
283
Column Capital Advisors
Indiana
$126K +$23.1K +138 +22%
MC
284
Maverick Capital
Texas
$121K -$988K -5,894 -89%
HFM
285
Harvest Fund Management
China
$115K
C
286
Covestor
United Kingdom
$84K +$85.5K +510 New
CWS
287
Confluence Wealth Services
Pennsylvania
$79K +$81.3K +485 New
DFCM
288
Dark Forest Capital Management
Puerto Rico
$72K -$77.1K -460 -51%
KBC Group
289
KBC Group
Belgium
$67K +$68.8K +410 New
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$63K +$35.4K +211 +121%
S
291
SignatureFD
Georgia
$56K +$1.34K +8 +2%
TC
292
Truvestments Capital
Florida
$54K
WT
293
Whittier Trust
California
$53K +$17.4K +104 +47%
BWM
294
Baystate Wealth Management
Massachusetts
$51K
IA
295
IFP Advisors
Florida
$46K -$22.8K -136 -33%
SOW
296
State of Wyoming
Wyoming
$44K -$68.3K -407 -60%
NIPH
297
NN Investment Partners Holdings
Netherlands
$34K
TWA
298
TCI Wealth Advisors
Arizona
$34K
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$33K +$14.3K +85 +70%
QCG
300
Quadrant Capital Group
Ohio
$32K -$6.54K -39 -17%

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.