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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
CCM
51
Channing Capital Management
Illinois
$13.7M +$1.85M +14,132 +18%
NSAM
52
North Star Asset Management
Wisconsin
$13.5M -$280K -2,142 -2%
RGI
53
River Global Investors
United Kingdom
$12.9M -$1.56M -11,900 -12%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$11.7M -$31.9K -244 -0.3%
Ameriprise
55
Ameriprise
Minnesota
$11.5M -$660K -5,048 -6%
EVM
56
Eaton Vance Management
Massachusetts
$11.3M
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$11.1M +$9.19M +70,300 +1,674%
UBS AM
58
UBS AM
Illinois
$10.9M -$1.06M -8,131 -10%
Truist Financial
59
Truist Financial
North Carolina
$10.7M -$917K -7,017 -9%
AllianceBernstein
60
AllianceBernstein
Tennessee
$10.2M -$534K -4,085 -6%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$10.1M -$733K -5,605 -8%
Prudential Financial
62
Prudential Financial
New Jersey
$9.05M -$38.6M -295,426 -83%
Morgan Stanley
63
Morgan Stanley
New York
$8.73M -$3.73M -28,556 -33%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$8.52M +$39.2K +300 +0.5%
CS
65
Credit Suisse
Switzerland
$8.47M +$725K +5,548 +11%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$8.45M -$1.15M -8,800 -13%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$8.37M
Retirement Systems of Alabama
68
Retirement Systems of Alabama
Alabama
$8.29M -$457K -3,495 -6%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$8.15M
Citigroup
70
Citigroup
New York
$7.64M +$2.68M +20,536 +67%
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$7.6M +$606K +4,637 +10%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$7.49M -$93.6K -716 -1%
First Trust Advisors
73
First Trust Advisors
Illinois
$7.18M -$2.72M -20,832 -30%
Man Group
74
Man Group
United Kingdom
$7.18M +$5.52M +42,188 +705%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.13M -$871K -6,659 -12%

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.