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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
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$8K
HNB
302
Huntington National Bank
Ohio
$7K
VCM
303
Vigilant Capital Management
Maine
$6K +$7.04K +43 New
EI
304
Ellevest Inc
New York
$5K
WBC
305
West Branch Capital
Massachusetts
$5K
JWM
306
Janiczek Wealth Management
Colorado
$5K +$4.09K +25 +278%
CFA
307
Cahill Financial Advisors
Minnesota
$5K +$5.24K +32 New
TPCW
308
TD Private Client Wealth
New York
$4.83K
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$4K
KIG
310
Kowal Investment Group
Wisconsin
$4K +$4.42K +27 New
CWP
311
Concord Wealth Partners
Virginia
$3K
CFD
312
Creative Financial Designs
Indiana
$3K
EARNEST Partners
313
EARNEST Partners
Georgia
$3K
NFSG
314
Newbridge Financial Services Group
Florida
$3K +$1.64K +10 +111%
BIA
315
Bell Investment Advisors
California
$3K +$2.95K +18 New
ADL
316
Asset Dedication LLC
California
$3K +$3.77K +23 New
AIM
317
Anchor Investment Management
South Carolina
$2.42K
FF
318
FourThought Financial
Florida
$2K -$4.26K -26 -62%
FHA
319
First Horizon Advisors
Tennessee
$2K
GWS
320
Glassman Wealth Services
Virginia
$2K
LPWM
321
Lake Point Wealth Management
Texas
$2K
CI Investments Inc
322
CI Investments Inc
Ontario, Canada
$2K +$327 +2 +18%
Koshinski Asset Management
323
Koshinski Asset Management
Illinois
$1.81K +$1.97K +12 New
Nisa Investment Advisors
324
Nisa Investment Advisors
Missouri
$1.74K
APA
325
American Portfolios Advisors
New York
$1.36K +$1.47K +9 New

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.