AMG icon

Affiliated Managers Group
AMG

Overview Fund Activity

361 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, 111 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+32
Holders Change %
+9.73%
% of All Funds
5.58%
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
111
Reduced
127
Closed
28
Calls
$6.6M
Puts
$18.5M
Net Calls
-$11.9M
Net Calls Change
-$2.3M

Top Buyers

1
Amundi
1
Amundi
France
$47.7M
2
BlackRock
2
BlackRock
New York
$607M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$48.1M
4
American Century Companies
4
American Century Companies
Missouri
$25.9M
5
HW
5
Hancock Whitney
Mississippi
$13.4M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$961M
2
CCP
2
Clarkston Capital Partners
Michigan
$268M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$55M
4
SCM
4
Spyglass Capital Management
California
$241M
5
LAM
5
Lyrical Asset Management
New York
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
326
Janiczek Wealth Management
Colorado
$5K -$484 -3 -9%
WBC
327
West Branch Capital
Massachusetts
$5K – – –
CA
328
CoreCap Advisors
Michigan
$5K +$5K +30 New
UB
329
UMB Bank
Missouri
$5K +$5K +30 New
ADL
330
Asset Dedication LLC
California
$4K – – –
CA
331
Clearstead Advisors
Ohio
$4K +$4K +25 New
FF
332
FourThought Financial
Florida
$3K – – –
CFD
333
Creative Financial Designs
Indiana
$3K – – –
CWP
334
Concord Wealth Partners
Virginia
$3K – – –
BIA
335
Bell Investment Advisors
California
$3K – – –
EARNEST Partners
336
EARNEST Partners
Georgia
$3K – – –
GWS
337
Glassman Wealth Services
Virginia
$3K +$1.06K +6 +55%
ZIG
338
Zullo Investment Group
Pennsylvania
$3K +$3K +16 New
MFAM
339
Motley Fool Asset Management
Virginia
$3K +$3K +18 New
AIM
340
Anchor Investment Management
South Carolina
$2.63K – – –
VRS
341
Virginia Retirement Systems
Virginia
$2.22K +$477 +2,900 +27%
NFSG
342
Newbridge Financial Services Group
Florida
$2K -$1.8K -9 -47%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$2K -$600 -3 -23%
FHA
344
First Horizon Advisors
Tennessee
$2K – – –
LPWM
345
Lake Point Wealth Management
Texas
$2K – – –
BEI
346
Benjamin Edwards Inc
Missouri
$2K +$2K +11 New
TSWM
347
Tyler-Stone Wealth Management
Ohio
$2K +$2K +12 New
JWA
348
JFS Wealth Advisors
Pennsylvania
$2K +$2K +14 New
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
$1.97K – – –
APA
350
American Portfolios Advisors
New York
$1.48K – – –
12 13
14
15 16