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Affiliated Managers Group

332 hedge funds and large institutions have $6.02B invested in Affiliated Managers Group in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 141 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $6.3B → $6.02B (-$286M)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

1.7% less ownership

Funds ownership: 98.73%97.03% (-1.7%)

2% less funds holding

Funds holding: 339332 (-7)

36% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 141

54% less call options, than puts

Call options by funds: $8.26M | Put options by funds: $17.9M

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
34
Increased
90
Reduced
141
Closed
37
Calls
$8.26M
Puts
$17.9M
Net Calls
-$9.62M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LCP
26
LGT Capital Partners
Switzerland
$35.8M -$15.4M -94,040 -28%
Goldman Sachs
27
Goldman Sachs
New York
$30M -$17.6M -107,620 -35%
RJA
28
Raymond James & Associates
Florida
$29.9M -$3.61M -22,074 -10%
PPA
29
Parametric Portfolio Associates
Washington
$28.3M -$3.86M -23,592 -11%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$23.7M +$1.16M +7,083 +5%
Bank of America
31
Bank of America
North Carolina
$22.9M -$2.76M -16,844 -10%
Principal Financial Group
32
Principal Financial Group
Iowa
$21.5M -$390K -2,379 -2%
WCM
33
Wallace Capital Management
Texas
$20.8M -$136K -829 -0.6%
N
34
Nuveen
North Carolina
$18.6M -$1.9M -11,628 -9%
Assenagon Asset Management
35
Assenagon Asset Management
Luxembourg
$18.5M +$16.5M +100,849 +462%
Macquarie Group
36
Macquarie Group
Australia
$17.3M -$81.9K -500 -0.4%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$17.1M -$784K -4,786 -4%
VWM
38
Valley Wealth Managers
New Jersey
$16.3M -$242K -1,479 -1%
FAM
39
Fred Alger Management
New York
$15.7M +$264K +1,615 +2%
UBS AM
40
UBS AM
Illinois
$15.2M +$2.07M +12,661 +14%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$15.2M -$271K -1,654 -2%
Legal & General Group
42
Legal & General Group
United Kingdom
$14.8M -$1.27M -7,773 -7%
FP
43
Foundry Partners
Minnesota
$14.6M -$778K -4,754 -5%
Wells Fargo
44
Wells Fargo
California
$14.1M -$6.61M -40,364 -30%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$14M +$561K +3,424 +4%
Swiss National Bank
46
Swiss National Bank
Switzerland
$13.9M -$311K -1,900 -2%
NSAM
47
North Star Asset Management
Wisconsin
$13.7M +$24.6K +150 +0.2%
CCM
48
Channing Capital Management
Illinois
$12.7M +$12.3K +75 +0.1%
First Trust Advisors
49
First Trust Advisors
Illinois
$12.1M +$5.37M +32,823 +70%
EVM
50
Eaton Vance Management
Massachusetts
$11.4M +$4.58K +28 +0%

AMG Hedge Fund Activity: Q3 2021 in Review

332 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2021, worth a combined $6.02B — down 4.5% from $6.3B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMG and 34 opened new positions — a net loss of 3 holders — while 141 trimmed existing stakes and 90 added.

The largest buyer was Assenagon Asset Management, adding an estimated $16.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $20.4M.

  • 332 institutional investors held Affiliated Managers Group (AMG) as of Q3 2021, down from 339 in Q2 2021.
  • Funds reported $6.02B of Affiliated Managers Group stock for Q3 2021, down 4.5% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2021 and 37 closed out, a net change of -3 holders.
  • The largest Affiliated Managers Group buyer in Q3 2021 was Assenagon Asset Management, an estimated $16.5M added.
  • The largest Affiliated Managers Group seller in Q3 2021 was EdgePoint Investment Group, an estimated $20.4M sold.

Based on aggregated 13F filings for Q3 2021.