We are live on ! Find out more
AMG icon

Affiliated Managers Group

339 hedge funds and large institutions have $6.3B invested in Affiliated Managers Group in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 132 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $4.9M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 319339 (+20)

1% more capital invested

Capital invested by funds: $6.27B → $6.3B (+$33.1M)

0.19% less ownership

Funds ownership: 98.92%98.73% (-0.19%)

34% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 132

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
55
Increased
87
Reduced
132
Closed
35
Calls
$10.1M
Puts
$4.9M
Net Calls
+$5.18M
Net Calls Change
+$7.82M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
326
CI Investments Inc
Ontario, Canada
$2K +$638 +4 +57%
LPWM
327
Lake Point Wealth Management
Texas
$2K +$2.07K +13 New
Nisa Investment Advisors
328
Nisa Investment Advisors
Missouri
$1.77K -$128K -800 -7%
BCWM
329
Bartlett & Co Wealth Management
Ohio
$1.7K
FMP
330
Financial Management Professionals
Texas
$1K -$8.29K -52 -91%
CFO
331
CVA Family Office
Colorado
$1K
JWM
332
Janiczek Wealth Management
Colorado
$1K
VCM
333
Versant Capital Management
Arizona
$1K
NFSG
334
Newbridge Financial Services Group
Florida
$1K +$1.44K +9 New
BBHC
335
Brown Brothers Harriman & Co
New York
$559 -$108K -676 -16%
MF
336
Magnetar Financial
Illinois
$297 +$308K +1,928 New
AACR
337
ACR Alpine Capital Research
Missouri
-$87M -583,547 Closed
CIM
338
Contrarius Investment Management
Jersey
-$23.9M -160,351 Closed
Bank of Nova Scotia
339
Bank of Nova Scotia
Ontario, Canada
-$7.6M -51,000 Closed
AIM
340
Aigen Investment Management
New York
-$1.74M -11,677 Closed
KAS
341
Kestra Advisory Services
Texas
-$1.46M -9,780 Closed
AI
342
Atria Investments
North Carolina
-$1.4M -9,362 Closed
CAS
343
Cascadia Advisory Services
Oregon
-$1.23M -8,276 Closed
Simplex Trading
344
Simplex Trading
Illinois
-$896K -5,614 Closed
AC
345
Athanor Capital
New York
-$826K -5,542 Closed
MWNA
346
Marshall Wace North America
New York
-$706K -4,744 Closed
Lazard Asset Management
347
Lazard Asset Management
New York
-$703K -4,723 Closed
CWM
348
CIBC World Markets
New York
-$682K -4,577 Closed
MAM
349
Martingale Asset Management
Massachusetts
-$649K -4,350 Closed
WAM
350
Wolverine Asset Management
Illinois
-$543K -3,650 Closed

AMG Hedge Fund Activity: Q2 2021 in Review

339 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2021, worth a combined $6.3B — up 0.53% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 35 closed out — a net gain of 20 holders — while 87 added to existing stakes and 132 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $82.4M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $87M sold.

  • 339 institutional investors held Affiliated Managers Group (AMG) as of Q2 2021, up from 319 in Q1 2021.
  • Funds reported $6.3B of Affiliated Managers Group stock for Q2 2021, up 0.53% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q2 2021 and 35 closed out, a net change of +20 holders.
  • The largest Affiliated Managers Group buyer in Q2 2021 was JP Morgan Chase, an estimated $82.4M added.
  • The largest Affiliated Managers Group seller in Q2 2021 was ACR Alpine Capital Research, an estimated $87M sold.

Based on aggregated 13F filings for Q2 2021.