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Affiliated Managers Group
AMG

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: 297 → 319 (+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: 8 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$31.9M
2
CIM
Contrarius Investment Management
Jersey
+$16.4M
3
Wells Fargo
Wells Fargo
California
+$14.3M
4
SCM
Spyglass Capital Management
California
+$12.8M
5
American Century Companies
American Century Companies
Missouri
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$121M
2
AACR
ACR Alpine Capital Research
Missouri
-$110M
3
LCP
LGT Capital Partners
Switzerland
-$64.4M
4
SAM
Southeastern Asset Management
Tennessee
-$45.3M
5
Prudential Financial
Prudential Financial
New Jersey
-$38.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
301
Concord Wealth Partners
Virginia
$3K +$2.35K +18 New
AIM
302
Anchor Investment Management
South Carolina
$2.38K – – –
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$2K -$3.66K -28 -65%
BC
304
Bartlett & Co
Ohio
$2K – – –
FHA
305
First Horizon Advisors
Tennessee
$2K – – –
GWS
306
Glassman Wealth Services
Virginia
$2K – – –
IAIM
307
International Assets Investment Management
Florida
$2K – – –
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$1.83K -$392K -3,000 -20%
BCWM
309
Bartlett & Co Wealth Management
Ohio
$1.64K – – –
AIC
310
Ameritas Investment Company
Nebraska
$1.34K +$1.18K +9 New
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$1K – – –
VCM
312
Versant Capital Management
Arizona
$1K – – –
LWM
313
Liberty Wealth Management
California
$1K +$131 +1 +33%
CFO
314
CVA Family Office
Colorado
$1K +$654 +5 New
APWA
315
Atlas Private Wealth Advisors
New Jersey
$1K +$915 +7 New
JWM
316
Janiczek Wealth Management
Colorado
$1K +$1.18K +9 New
BBHC
317
Brown Brothers Harriman & Co
New York
$641 -$1.31K -10 -0.2%
GC
318
Gillson Capital
Illinois
– -$14.4M -142,012 Closed
SSA
319
Schonfeld Strategic Advisors
New York
– -$7.17M -70,500 Closed
ELI
320
Empire Life Investments
Ontario, Canada
– -$5.88M -57,858 Closed
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
– -$5.75M -56,490 Closed
MSA
322
Mason Street Advisors
Wisconsin
– -$2.46M -24,226 Closed
BAM
323
Blueshift Asset Management
New Jersey
– -$1.41M -13,880 Closed
FNBOO
324
First National Bank of Omaha
Nebraska
– -$1.35M -13,315 Closed
E
325
Ergoteles
New York
– -$823K -8,091 Closed
11 12
13
14 15

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.