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
HIS
351
Harvest Investment Services
Illinois
-$543K -3,648 Closed
CC
352
Centiva Capital
New York
-$476K -3,196 Closed
Nomura Holdings
353
Nomura Holdings
Japan
-$415K -2,785 Closed
Cetera Investment Advisers
354
Cetera Investment Advisers
Illinois
-$377K -2,530 Closed
VAS
355
Vestmark Advisory Solutions
Massachusetts
-$275K -1,845 Closed
LIA
356
LS Investment Advisors
Michigan
-$262K -1,755 Closed
TI
357
Tidal Investments
Wisconsin
-$261K -1,749 Closed
MCM
358
MAI Capital Management
Ohio
-$251K -1,683 Closed
M&T Bank
359
M&T Bank
New York
-$234K -1,568 Closed
VF
360
Virtu Financial
New York
-$233K -1,565 Closed
IRF
361
IBM Retirement Fund
New York
-$229K -1,534 Closed
HighTower Advisors
362
HighTower Advisors
Illinois
-$227K -1,530 Closed
Creative Planning
363
Creative Planning
Kansas
-$227K -1,523 Closed
SFS
364
Sowell Financial Services
Arkansas
-$53K -304 Closed
AssetMark Inc
365
AssetMark Inc
California
-$6K -39 Closed
ONST
366
Old North State Trust
North Carolina
-$4K -30 Closed
IAIM
367
International Assets Investment Management
Florida
-$2K -23 Closed
VFA
368
Valeo Financial Advisors
Indiana
-$3K -23 Closed
AIC
369
Ameritas Investment Company
Nebraska
-$1.34K -9 Closed
APWA
370
Atlas Private Wealth Advisors
New Jersey
-$1K -7 Closed
LWM
371
Liberty Wealth Management
California
-$1K -4 Closed
HI
372
Harbour Investments
Wisconsin
+$319 +2 New

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.