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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
Ensign Peak Advisors
76
Ensign Peak Advisors
Utah
$6.99M +$1.4M +10,745 +30%
HLCM
77
Hi-Line Capital Management
South Dakota
$6.92M +$774K +5,920 +15%
Allianz Asset Management
78
Allianz Asset Management
Germany
$6.79M +$39.6K +303 +0.7%
LSV Asset Management
79
LSV Asset Management
Illinois
$6.68M -$261K -2,000 -4%
SAM
80
Storebrand Asset Management
Norway
$6.62M +$523K +4,000 +10%
Nordea Investment Management
81
Nordea Investment Management
Sweden
$6.13M +$676K +5,169 +14%
WBC
82
Westpac Banking Corp
Australia
$6.09M
UBS Group
83
UBS Group
Switzerland
$6.08M -$1.43M -10,906 -21%
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$6M -$3.96M -30,257 -43%
MOACM
85
Mutual of America Capital Management
New York
$5.75M -$512K -3,916 -9%
Calamos Advisors
86
Calamos Advisors
Illinois
$5.28M
APG Asset Management
87
APG Asset Management
Netherlands
$5.19M +$549K +4,200 +11%
Barclays
88
Barclays
United Kingdom
$5.18M +$2.13M +16,289 +88%
APF
89
Alaska Permanent Fund
Alaska
$5.1M
Connor, Clark & Lunn Investment Management (CC&L)
90
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.87M +$4.28M +32,706 New
TPSF
91
Texas Permanent School Fund
Texas
$4.75M -$599K -4,580 -13%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$4.64M -$5.2M -39,783 -56%
FG
93
Formula Growth
Quebec, Canada
$4.62M -$784K -6,000 -16%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$4.43M -$2.14M -16,389 -36%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$4.13M -$321K -2,454 -8%
Millennium Management
96
Millennium Management
New York
$4.01M -$4.34M -33,200 -55%
Stifel Financial
97
Stifel Financial
Missouri
$3.92M -$118K -906 -3%
Comerica Bank
98
Comerica Bank
Texas
$3.83M -$372K -2,849 -11%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.78M +$424K +3,243 +15%
Marshall Wace
100
Marshall Wace
United Kingdom
$3.61M +$730K +5,582 +30%

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.