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Affiliated Managers Group

334 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 129

1.42% less ownership

Funds ownership: 96.49%95.08% (-1.4%)

8% less funds holding

Funds holding: 364334 (-30)

18% less capital invested

Capital invested by funds: $6.41B → $5.28B (-$1.14B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

49% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 55

57% less call options, than puts

Call options by funds: $887K | Put options by funds: $2.06M

Holders
334
Holders Change
-30
Holders Change %
-8.24%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
28
Increased
118
Reduced
129
Closed
55
Calls
$887K
Puts
$2.06M
Net Calls
-$1.17M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$32.6M -$549K -3,822 -2%
LCP
27
LGT Capital Partners
Switzerland
$32.6M +$4.24M +29,530 +15%
PPA
28
Parametric Portfolio Associates
Washington
$27.6M +$1.51M +10,539 +6%
Bank of America
29
Bank of America
North Carolina
$27.4M +$6.03M +41,991 +27%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$25.7M -$4.96M -34,494 -16%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$25.6M +$16.1M +111,908 +160%
RJA
32
Raymond James & Associates
Florida
$22.3M -$2.66M -18,536 -10%
HW
33
Hancock Whitney
Mississippi
$17.5M +$6.07M +42,280 +52%
First Trust Advisors
34
First Trust Advisors
Illinois
$17.4M +$4.74M +33,021 +36%
American Century Companies
35
American Century Companies
Missouri
$17.4M -$4.88M -33,987 -22%
Invesco
36
Invesco
Georgia
$17M -$18M -125,110 -51%
Deutsche Bank
37
Deutsche Bank
Germany
$16.5M +$10M +69,572 +146%
N
38
Nuveen
North Carolina
$16.4M -$237K -1,650 -1%
PCM
39
Prana Capital Management
Connecticut
$15.7M +$8.89M +61,846 +126%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$15.3M -$259K -1,801 -2%
FAM
41
Fred Alger Management
New York
$14.1M -$78.6K -547 -0.5%
VWM
42
Valley Wealth Managers
New Jersey
$14.1M +$311K +2,163 +2%
Renaissance Technologies
43
Renaissance Technologies
New York
$14M +$14.2M +99,103 New
EVM
44
Eaton Vance Management
Massachusetts
$13.8M +$1.91M +13,269 +16%
Legal & General Group
45
Legal & General Group
United Kingdom
$13.6M -$182K -1,266 -1%
Swiss National Bank
46
Swiss National Bank
Switzerland
$13.5M +$776K +5,400 +6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$13.4M -$513K -3,572 -4%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$13.2M +$5.41M +37,674 +71%
Millennium Management
49
Millennium Management
New York
$12.9M -$1.1M -7,649 -8%
NSAM
50
North Star Asset Management
Wisconsin
$12.9M +$115K +799 +0.9%

AMG Hedge Fund Activity: Q1 2022 in Review

334 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2022, worth a combined $5.28B — down 18% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AMG and 28 opened new positions — a net loss of 27 holders — while 129 trimmed existing stakes and 118 added.

The largest buyer was Citadel Advisors, adding an estimated $45.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $111M.

  • 334 institutional investors held Affiliated Managers Group (AMG) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q1 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Affiliated Managers Group positions in Q1 2022 and 55 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q1 2022 was Citadel Advisors, an estimated $45.5M added.
  • The largest Affiliated Managers Group seller in Q1 2022 was EdgePoint Investment Group, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.