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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
UB
301
UMB Bank
Missouri
$7K +$2.73K +19 +63%
CAGAS
302
Capital Advisory Group Advisory Services
Minnesota
$7K +$7.18K +50 New
VCM
303
Vigilant Capital Management
Maine
$6K
EC
304
Elequin Capital
New York
$6K +$6.18K +43 New
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$5K
JWA
306
JFS Wealth Advisors
Pennsylvania
$5K +$2.87K +20 +143%
CA
307
Crewe Advisors
Utah
$5K +$5.03K +35 New
MAM
308
Meeder Asset Management
Ohio
$5K +$5.17K +36 New
CA
309
Clearstead Advisors
Ohio
$4K
JWM
310
Janiczek Wealth Management
Colorado
$4K
WBC
311
West Branch Capital
Massachusetts
$4K
ADL
312
Asset Dedication LLC
California
$4K +$1.15K +8 +35%
CWP
313
Concord Wealth Partners
Virginia
$3K
CFD
314
Creative Financial Designs
Indiana
$3K
EARNEST Partners
315
EARNEST Partners
Georgia
$3K
CI
316
Cordant Inc
Oregon
$3K +$3.02K +21 New
GWS
317
Glassman Wealth Services
Virginia
$2K -$862 -6 -35%
FF
318
FourThought Financial
Florida
$2K
LPWM
319
Lake Point Wealth Management
Texas
$2K
ZIG
320
Zullo Investment Group
Pennsylvania
$2K
SC
321
Schubert & Co
Texas
$2K +$431 +3 +38%
AssetMark Inc
322
AssetMark Inc
California
$2K +$1.72K +12 New
LAS
323
Lloyd Advisory Services
Georgia
$2K +$1.72K +12 New
T
324
TCWP
Ohio
$2K +$2.73K +19 New
APA
325
American Portfolios Advisors
New York
$1.27K

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.