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Affiliated Managers Group

297 hedge funds and large institutions have $4.59B invested in Affiliated Managers Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 69 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.88M

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

46% more capital invested

Capital invested by funds: $3.14B → $4.59B (+$1.45B)

8% more funds holding

Funds holding: 275297 (+22)

0.97% more ownership

Funds ownership: 98.82%99.78% (+0.97%)

46% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 127

Holders
297
Holders Change
+22
Holders Change %
+8%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
55
Increased
69
Reduced
127
Closed
30
Calls
$8.34M
Puts
$1.88M
Net Calls
+$6.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
JVBC
26
J.V. Bruni & Co
Colorado
$32.7M -$234K -2,709 -0.8%
Goldman Sachs
27
Goldman Sachs
New York
$27.4M -$1.57M -18,125 -6%
RJA
28
Raymond James & Associates
Florida
$24.1M -$1.17M -13,585 -5%
PPA
29
Parametric Portfolio Associates
Washington
$23.2M +$1.13M +13,094 +6%
Principal Financial Group
30
Principal Financial Group
Iowa
$20.4M +$5.38M +62,314 +45%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$18.7M +$746K +8,635 +5%
PCH
32
Polar Capital Holdings
United Kingdom
$17.8M +$15.2M +175,483 New
WCM
33
Wallace Capital Management
Texas
$17.2M -$303K -3,512 -2%
Bank of America
34
Bank of America
North Carolina
$16M +$2.36M +27,318 +21%
JP Morgan Chase
35
JP Morgan Chase
New York
$15.9M -$4.76M -55,099 -26%
N
36
Nuveen
North Carolina
$15.4M +$2.7M +31,275 +26%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$15.1M +$433K +5,019 +4%
GC
38
Gillson Capital
Illinois
$14.4M +$12.3M +142,012 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$13.5M +$452K +5,239 +4%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$13.5M -$14.2M -163,856 -55%
Invesco
41
Invesco
Georgia
$13M -$45.5M -526,924 -80%
Legal & General Group
42
Legal & General Group
United Kingdom
$12.8M -$356K -4,120 -3%
Macquarie Group
43
Macquarie Group
Australia
$12.6M -$829K -9,600 -7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$12.4M +$810K +9,378 +8%
FP
45
Foundry Partners
Minnesota
$10.9M +$9.3M +107,645 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$10.7M -$155K -1,800 -2%
RGI
47
River Global Investors
United Kingdom
$10M -$1.29M -14,960 -13%
FAM
48
Fred Alger Management
New York
$9.59M +$3.57M +41,378 +78%
NSAM
49
North Star Asset Management
Wisconsin
$9.41M -$127K -1,475 -2%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$8.93M +$7.58M +87,724 +84,350%

AMG Hedge Fund Activity: Q4 2020 in Review

297 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2020, worth a combined $4.59B — up 46% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 30 closed out — a net gain of 25 holders — while 69 added to existing stakes and 127 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $48.9M. The largest seller was Invesco, cutting an estimated $45.5M.

  • 297 institutional investors held Affiliated Managers Group (AMG) as of Q4 2020, up from 275 in Q3 2020.
  • Funds reported $4.59B of Affiliated Managers Group stock for Q4 2020, up 46% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q4 2020 and 30 closed out, a net change of +25 holders.
  • The largest Affiliated Managers Group buyer in Q4 2020 was Atlanta Capital Management, an estimated $48.9M added.
  • The largest Affiliated Managers Group seller in Q4 2020 was Invesco, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2020.