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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
Amundi
26
Amundi
France
$47.7M +$50.6M +301,660 New
Invesco
27
Invesco
Georgia
$40.5M -$2.77M -16,545 -6%
Goldman Sachs
28
Goldman Sachs
New York
$38.7M +$6.09M +36,324 +18%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$34.6M +$8.93M +53,252 +34%
LCP
30
LGT Capital Partners
Switzerland
$33.2M -$5.88M -35,060 -15%
PPA
31
Parametric Portfolio Associates
Washington
$30.5M -$355K -2,116 -1%
RJA
32
Raymond James & Associates
Florida
$29.1M -$3.55M -21,154 -11%
American Century Companies
33
American Century Companies
Missouri
$25.9M +$21.6M +128,750 +449%
Macquarie Group
34
Macquarie Group
Australia
$25.9M +$7.18M +42,792 +37%
Bank of America
35
Bank of America
North Carolina
$25.1M +$180K +1,074 +0.7%
WA
36
Watchtower Advisors
Connecticut
$21.4M +$21.8M +130,000 New
WCM
37
Wallace Capital Management
Texas
$21.2M -$1.52M -9,060 -7%
FP
38
Foundry Partners
Minnesota
$19.6M +$3.79M +22,613 +23%
N
39
Nuveen
North Carolina
$19.2M -$1.09M -6,478 -5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$18.1M -$546K -3,256 -3%
FAM
41
Fred Alger Management
New York
$16.5M -$596K -3,552 -3%
Millennium Management
42
Millennium Management
New York
$16.3M +$8.3M +49,466 +100%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$16.2M -$292K -1,739 -2%
Legal & General Group
44
Legal & General Group
United Kingdom
$16.1M +$20K +119 +0.1%
VWM
45
Valley Wealth Managers
New Jersey
$16.1M -$1.69M -10,055 -9%
UBS AM
46
UBS AM
Illinois
$15.3M -$1.29M -7,673 -8%
Swiss National Bank
47
Swiss National Bank
Switzerland
$14.9M -$218K -1,300 -1%
First Trust Advisors
48
First Trust Advisors
Illinois
$14.9M +$1.79M +10,702 +13%
NSAM
49
North Star Asset Management
Wisconsin
$14.9M -$78.6K -469 -0.5%
CCM
50
Channing Capital Management
Illinois
$14.5M +$630K +3,754 +4%

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.