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Affiliated Managers Group
AMG

Overview Fund Activity

329 hedge funds and large institutions have $6.01B invested in Affiliated Managers Group in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 89 increasing their positions, 141 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-7
Holders Change %
-2.08%
% of All Funds
5.78%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
34
Increased
89
Reduced
141
Closed
37
Calls
$8.26M
Puts
$17.9M
Net Calls
-$9.62M
Net Calls Change
-$14.8M

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$18.5M
2
SAM
2
Southeastern Asset Management
Tennessee
$242M
3
SCM
3
Spyglass Capital Management
California
$239M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$236M
5
SSA
5
Schonfeld Strategic Advisors
New York
$9.17M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$1.05B
2
Goldman Sachs
2
Goldman Sachs
New York
$30M
3
State Street
3
State Street
Massachusetts
$194M
4
Deutsche Bank
4
Deutsche Bank
Germany
$8.25M
5
BlackRock
5
BlackRock
New York
$517M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ellevest Inc
New York
$5K – – –
WBC
302
West Branch Capital
Massachusetts
$5K – – –
JWM
303
Janiczek Wealth Management
Colorado
$5K +$3.68K +25 +278%
CFA
304
Cahill Financial Advisors
Minnesota
$5K +$5K +32 New
TPCW
305
TD Private Client Wealth
New York
$4.84K – – –
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$4K – – –
KIG
307
Kowal Investment Group
Wisconsin
$4K +$4K +27 New
EARNEST Partners
308
EARNEST Partners
Georgia
$3K – – –
CWP
309
Concord Wealth Partners
Virginia
$3K – – –
CFD
310
Creative Financial Designs
Indiana
$3K – – –
NFSG
311
Newbridge Financial Services Group
Florida
$3K +$1.58K +10 +111%
BIA
312
Bell Investment Advisors
California
$3K +$3K +18 New
ADL
313
Asset Dedication LLC
California
$3K +$3K +23 New
AIM
314
Anchor Investment Management
South Carolina
$2.42K – – –
FF
315
FourThought Financial
Florida
$2K -$3.25K -26 -62%
FHA
316
First Horizon Advisors
Tennessee
$2K – – –
LPWM
317
Lake Point Wealth Management
Texas
$2K – – –
GWS
318
Glassman Wealth Services
Virginia
$2K – – –
CI Investments Inc
319
CI Investments Inc
Ontario, Canada
$2K +$308 +2 +18%
Koshinski Asset Management
320
Koshinski Asset Management
Illinois
$1.81K +$1.81K +12 New
Nisa Investment Advisors
321
Nisa Investment Advisors
Missouri
$1.74K – – –
APA
322
American Portfolios Advisors
New York
$1.36K +$1.36K +9 New
FMP
323
Financial Management Professionals
Texas
$1K – – –
VCM
324
Versant Capital Management
Arizona
$1K – – –
CFA
325
Carroll Financial Associates
North Carolina
$1K +$1K +7 New
11 12
13
14 15