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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
Morgan Stanley
51
Morgan Stanley
New York
$8.86M +$6.57M +76,035 +687%
Ameriprise
52
Ameriprise
Minnesota
$8.36M -$1.22M -14,113 -15%
UBS AM
53
UBS AM
Illinois
$8.26M +$1.07M +12,409 +18%
Renaissance Technologies
54
Renaissance Technologies
New York
$8.16M -$2.46M -28,500 -26%
Truist Financial
55
Truist Financial
North Carolina
$8.03M -$22.7M -262,993 -77%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$8.03M -$253K -2,924 -4%
CCM
57
Channing Capital Management
Illinois
$7.88M +$6.69M +77,487 New
EVM
58
Eaton Vance Management
Massachusetts
$7.68M
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$7.45M +$2.8M +32,407 +79%
AllianceBernstein
60
AllianceBernstein
Tennessee
$7.41M -$794K -9,199 -11%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$7.22M -$856K -9,917 -12%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$7.17M -$11.3M -130,358 -65%
SSA
63
Schonfeld Strategic Advisors
New York
$7.17M +$6.09M +70,500 New
First Trust Advisors
64
First Trust Advisors
Illinois
$7.02M +$726K +8,410 +14%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$6.66M -$475K -5,500 -8%
Millennium Management
66
Millennium Management
New York
$6.12M +$2.96M +34,300 +133%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$6.01M -$142K -1,650 -3%
ELI
68
Empire Life Investments
Ontario, Canada
$5.88M -$447K -5,178 -8%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$5.79M -$256K -2,968 -5%
Wells Fargo
70
Wells Fargo
California
$5.76M -$4.31M -49,911 -47%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$5.75M +$534K +6,180 +12%
SFI
72
Susquehanna Fundamental Investments
Pennsylvania
$5.71M +$3.59M +41,549 +284%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$5.56M -$21.6K -250 -0.5%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.54M -$561K -6,496 -11%
UBS Group
75
UBS Group
Switzerland
$5.26M +$595K +6,890 +15%

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.