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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
JWA
351
JFS Wealth Advisors
Pennsylvania
$2K +$2.35K +14 New
Koshinski Asset Management
352
Koshinski Asset Management
Illinois
$1.97K
APA
353
American Portfolios Advisors
New York
$1.48K
CFA
354
Carroll Financial Associates
North Carolina
$1K
FMP
355
Financial Management Professionals
Texas
$1K
VCM
356
Versant Capital Management
Arizona
$1K
CCM
357
Chilton Capital Management
Texas
$1K +$671 +4 New
CFO
358
CVA Family Office
Colorado
$1K +$838 +5 New
NFG
359
Next Financial Group
Texas
$1K +$1.17K +7 New
SC
360
Schubert & Co
Texas
$1K +$1.34K +8 New
TPCW
361
TD Private Client Wealth
New York
$823 -$4.53K -27 -84%
BBHC
362
Brown Brothers Harriman & Co
New York
$586
SSA
363
Schonfeld Strategic Advisors
New York
-$9.17M -60,721 Closed
GC
364
Gillson Capital
Illinois
-$8.01M -53,008 Closed
Hudson Bay Capital Management
365
Hudson Bay Capital Management
Connecticut
-$7.55M -50,000 Closed
SFI
366
Susquehanna Fundamental Investments
Pennsylvania
-$6.77M -44,796 Closed
Connor, Clark & Lunn Investment Management (CC&L)
367
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.36M -15,606 Closed
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
-$1.74K -11,485 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
369
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.4M -9,284 Closed
Nomura Holdings
370
Nomura Holdings
Japan
-$1.2M -7,800 Closed
MAM
371
Meeder Asset Management
Ohio
-$962K -6,365 Closed
Commonwealth Equity Services
372
Commonwealth Equity Services
Massachusetts
-$804K -5,321 Closed
SW
373
SVB Wealth
Massachusetts
-$745K -4,931 Closed
DCM
374
Dupont Capital Management
Delaware
-$672K -4,445 Closed
QT
375
Quantbot Technologies
New York
-$511K -3,387 Closed

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.