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Affiliated Managers Group

334 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 129

1.42% less ownership

Funds ownership: 96.49%95.08% (-1.4%)

8% less funds holding

Funds holding: 364334 (-30)

18% less capital invested

Capital invested by funds: $6.41B → $5.28B (-$1.14B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

49% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 55

57% less call options, than puts

Call options by funds: $887K | Put options by funds: $2.06M

Holders
334
Holders Change
-30
Holders Change %
-8.24%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
28
Increased
118
Reduced
129
Closed
55
Calls
$887K
Puts
$2.06M
Net Calls
-$1.17M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
276
TCI Wealth Advisors
Arizona
$29K +$144 +1 +0.5%
PCM
277
Penserra Capital Management
California
$25K +$1.15K +8 +5%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$23K +$1.87K +13 +9%
PCH
279
Polar Capital Holdings
United Kingdom
$22.3K +$2.17M +15,092 +11%
IRC
280
Investors Research Corp
Georgia
$21K
Macquarie Group
281
Macquarie Group
Australia
$20.2K -$2.05M -14,280 -9%
IA
282
IFP Advisors
Florida
$19K +$1.44K +10 +4%
PA
283
Parallel Advisors
California
$19K +$3.74K +26 +25%
SLWA
284
San Luis Wealth Advisors
California
$17K +$15.1K +105 New
SIC
285
SJS Investment Consulting
Ohio
$16K +$287 +2 +2%
CT
286
Caldwell Trust
Florida
$14.1K
PFBT
287
Parkside Financial Bank & Trust
Missouri
$14K -$2.15K -15 -13%
RP
288
Repertoire Partners
New York
$14K
SPIA
289
Steward Partners Investment Advisory
New York
$14K
LC
290
Lindbrook Capital
California
$14K +$1.87K +13 +15%
GAM
291
Gemmer Asset Management
California
$12K
AIM
292
Arcadia Investment Management
Michigan
$11K
First Manhattan
293
First Manhattan
New York
$11K
PMFA
294
Plante Moran Financial Advisors
Michigan
$10K
HNB
295
Huntington National Bank
Ohio
$10K +$1.01K +7 +11%
MCC
296
Money Concepts Capital
Florida
$10K +$9.77K +68 New
GIA
297
GHP Investment Advisors
Colorado
$10K +$10.3K +72 New
GCM
298
Gables Capital Management
Florida
$9K
EI
299
Ellevest Inc
New York
$8K +$3.3K +23 +64%
FHA
300
First Horizon Advisors
Tennessee
$8K +$6.61K +46 +418%

AMG Hedge Fund Activity: Q1 2022 in Review

334 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2022, worth a combined $5.28B — down 18% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AMG and 28 opened new positions — a net loss of 27 holders — while 129 trimmed existing stakes and 118 added.

The largest buyer was Citadel Advisors, adding an estimated $45.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $111M.

  • 334 institutional investors held Affiliated Managers Group (AMG) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q1 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Affiliated Managers Group positions in Q1 2022 and 55 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q1 2022 was Citadel Advisors, an estimated $45.5M added.
  • The largest Affiliated Managers Group seller in Q1 2022 was EdgePoint Investment Group, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.