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Affiliated Managers Group

319 hedge funds and large institutions have $6.27B invested in Affiliated Managers Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 74 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $4.59B → $6.27B (+$1.68B)

7% more funds holding

Funds holding: 297319 (+22)

0.87% less ownership

Funds ownership: 99.78%98.92% (-0.87%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

35% less call options, than puts

Call options by funds: $4.87M | Put options by funds: $7.51M

43% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 130

Holders
319
Holders Change
+22
Holders Change %
+7.41%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
59
Increased
74
Reduced
130
Closed
35
Calls
$4.87M
Puts
$7.51M
Net Calls
-$2.64M
Net Calls Change
-$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JVBC
26
J.V. Bruni & Co
Colorado
$48M +$3.4K +26 +0%
JP Morgan Chase
27
JP Morgan Chase
New York
$36.1M +$11.2M +85,661 +55%
RJA
28
Raymond James & Associates
Florida
$34.1M -$1.08M -8,233 -3%
Principal Financial Group
29
Principal Financial Group
Iowa
$32.9M +$2.56M +19,612 +10%
PPA
30
Parametric Portfolio Associates
Washington
$31.1M -$2.54M -19,409 -9%
Invesco
31
Invesco
Georgia
$29.2M +$8.82M +67,450 +53%
WCM
32
Wallace Capital Management
Texas
$27.4M +$582K +4,452 +3%
OAM
33
Oppenheimer Asset Management
New York
$27.1M -$28.1M -215,298 -54%
PCH
34
Polar Capital Holdings
United Kingdom
$26.2M
Bank of America
35
Bank of America
North Carolina
$25.3M +$1.61M +12,279 +8%
Wells Fargo
36
Wells Fargo
California
$24.8M +$14.3M +109,517 +193%
CIM
37
Contrarius Investment Management
Jersey
$23.9M +$16.4M +125,511 +360%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$23.6M -$3.32M -25,372 -14%
N
39
Nuveen
North Carolina
$21.5M -$876K -6,697 -4%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$19M -$691K -5,289 -4%
Legal & General Group
41
Legal & General Group
United Kingdom
$18.7M -$18.7K -143 -0.1%
BGIM
42
Brandywine Global Investment Management
Pennsylvania
$18.4M -$3.24M -24,771 -17%
Deutsche Bank
43
Deutsche Bank
Germany
$17.7M +$9.16M +70,084 +145%
Macquarie Group
44
Macquarie Group
Australia
$17.6M -$811K -6,205 -5%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$17.6M +$3.97M +30,351 +35%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$16.8M -$1.2M -9,173 -8%
FP
47
Foundry Partners
Minnesota
$15.6M -$389K -2,977 -3%
FAM
48
Fred Alger Management
New York
$15.5M +$1.23M +9,405 +10%
Swiss National Bank
49
Swiss National Bank
Switzerland
$15.5M -$209K -1,600 -2%
American Century Companies
50
American Century Companies
Missouri
$14M +$12.3M +93,796 New

AMG Hedge Fund Activity: Q1 2021 in Review

319 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2021, worth a combined $6.27B — up 36% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 35 closed out — a net gain of 24 holders — while 74 added to existing stakes and 130 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $31.9M. The largest seller was EdgePoint Investment Group, cutting an estimated $121M.

  • 319 institutional investors held Affiliated Managers Group (AMG) as of Q1 2021, up from 297 in Q4 2020.
  • Funds reported $6.27B of Affiliated Managers Group stock for Q1 2021, up 36% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q1 2021 and 35 closed out, a net change of +24 holders.
  • The largest Affiliated Managers Group buyer in Q1 2021 was Arrowstreet Capital, an estimated $31.9M added.
  • The largest Affiliated Managers Group seller in Q1 2021 was EdgePoint Investment Group, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2021.