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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
SFM
301
Signet Financial Management
New Jersey
$29K +$29.2K +174 New
PCM
302
Penserra Capital Management
California
$28K +$5.2K +31 +22%
IRC
303
Investors Research Corp
Georgia
$25K
Lazard Asset Management
304
Lazard Asset Management
New York
$25K
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$25K +$2.68K +16 +12%
CFGS
306
Concourse Financial Group Securities
Alabama
$25K +$5.53K +33 +28%
PCH
307
Polar Capital Holdings
United Kingdom
$23.5K
AF
308
Allworth Financial
California
$20K +$8.22K +49 +69%
PFBT
309
Parkside Financial Bank & Trust
Missouri
$19K +$19.5K +116 New
SIC
310
SJS Investment Consulting
Ohio
$19K +$19.6K +117 New
PA
311
Parallel Advisors
California
$17K -$4.19K -25 -20%
SPIA
312
Steward Partners Investment Advisory
New York
$17K
CT
313
Caldwell Trust
Florida
$16.5K
RP
314
Repertoire Partners
New York
$16K +$16.8K +100 New
GAM
315
Gemmer Asset Management
California
$15K
LC
316
Lindbrook Capital
California
$14K
First Manhattan
317
First Manhattan
New York
$13K
AIM
318
Arcadia Investment Management
Michigan
$12K
PMFA
319
Plante Moran Financial Advisors
Michigan
$12K
GCM
320
Gables Capital Management
Florida
$10K
HNB
321
Huntington National Bank
Ohio
$10K +$2.68K +16 +34%
Manulife (Manufacturers Life Insurance)
322
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.56K -$258K -1,536 -3%
VCM
323
Vigilant Capital Management
Maine
$7K
FPWM
324
FSB Premier Wealth Management
Iowa
$7K +$7.21K +43 New
EI
325
Ellevest Inc
New York
$6K

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.