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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
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$6K +$1.68K +10 +37%
ACM
327
Absolute Capital Management
Pennsylvania
$5.1K +$5.2K +31 New
MP
328
McDonald Partners
Ohio
$5.1K +$5.2K +31 New
JWM
329
Janiczek Wealth Management
Colorado
$5K -$503 -3 -9%
WBC
330
West Branch Capital
Massachusetts
$5K
CA
331
CoreCap Advisors
Michigan
$5K +$5.03K +30 New
UB
332
UMB Bank
Missouri
$5K +$5.03K +30 New
ADL
333
Asset Dedication LLC
California
$4K
CA
334
Clearstead Advisors
Ohio
$4K +$4.19K +25 New
BIA
335
Bell Investment Advisors
California
$3K
CWP
336
Concord Wealth Partners
Virginia
$3K
CFD
337
Creative Financial Designs
Indiana
$3K
EARNEST Partners
338
EARNEST Partners
Georgia
$3K
FF
339
FourThought Financial
Florida
$3K
GWS
340
Glassman Wealth Services
Virginia
$3K +$1.01K +6 +55%
ZIG
341
Zullo Investment Group
Pennsylvania
$3K +$2.68K +16 New
MFAM
342
Motley Fool Asset Management
Virginia
$3K +$3.02K +18 New
AIM
343
Anchor Investment Management
South Carolina
$2.63K
VRS
344
Virginia Retirement Systems
Virginia
$2.22K +$486K +2,900 +27%
NFSG
345
Newbridge Financial Services Group
Florida
$2K -$1.51K -9 -47%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$2K -$503 -3 -23%
FHA
347
First Horizon Advisors
Tennessee
$2K
LPWM
348
Lake Point Wealth Management
Texas
$2K
BEI
349
Benjamin Edwards Inc
Missouri
$2K +$1.84K +11 New
TSWM
350
Tyler-Stone Wealth Management
Ohio
$2K +$2.01K +12 New

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.