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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
EVM
51
Eaton Vance Management
Massachusetts
$14M -$3.69K -22 -0%
HW
52
Hancock Whitney
Mississippi
$13.4M +$12.8M +76,391 +1,430%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$11.5M +$2.71M +16,147 +30%
Mackenzie Financial
54
Mackenzie Financial
Ontario, Canada
$11.3M -$4.04M -24,094 -26%
AIG
55
American International Group
New York
$11.3M -$372K -2,221 -3%
PAM
56
Panagora Asset Management
Massachusetts
$11.2M +$10.6M +63,479 +1,448%
Wells Fargo
57
Wells Fargo
California
$10.8M -$4.59M -27,344 -29%
Ameriprise
58
Ameriprise
Minnesota
$10.6M -$659K -3,927 -6%
AllianceBernstein
59
AllianceBernstein
Tennessee
$10.4M -$155K -926 -1%
Man Group
60
Man Group
United Kingdom
$10.3M -$751K -4,477 -7%
Truist Financial
61
Truist Financial
North Carolina
$9.91M -$1.34M -7,994 -12%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$9.85M +$755K +4,503 +8%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$9.45M -$2.07M -12,363 -18%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$8.78M +$8.95M +53,381 New
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$8.76M -$20.5K -122 -0.2%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$8.71M +$2.01K +12 +0%
Nordea Investment Management
67
Nordea Investment Management
Sweden
$8.69M +$2.45M +14,594 +38%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$8.67M -$23.8K -142 -0.3%
DZ Bank
69
DZ Bank
Germany
$8.38M -$2.24M -13,332 -21%
OSAM
70
O'Shaughnessy Asset Management
Connecticut
$8.37M -$3.42M -20,368 -29%
PCM
71
Prana Capital Management
Connecticut
$8.09M +$3.39M +20,238 +70%
UBS Group
72
UBS Group
Switzerland
$7.99M -$192K -1,142 -2%
HLCM
73
Hi-Line Capital Management
South Dakota
$7.97M +$16.3K +97 +0.2%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$7.92M -$12.5M -74,522 -61%
Deutsche Bank
75
Deutsche Bank
Germany
$7.86M -$1.14M -6,824 -12%

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.