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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
RGI
76
River Global Investors
United Kingdom
$7.55M -$1.84M -10,944 -19%
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$7.22M +$173K +1,033 +2%
LSV Asset Management
78
LSV Asset Management
Illinois
$7.19M
SAM
79
Storebrand Asset Management
Norway
$7.18M
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$6.96M
JMPWA
81
JP Morgan Private Wealth Advisors
California
$6.38M +$365K +2,176 +6%
CS
82
Credit Suisse
Switzerland
$6.09M -$1.33M -7,935 -18%
MOACM
83
Mutual of America Capital Management
New York
$5.98M +$2.85K +17 +0%
Calamos Advisors
84
Calamos Advisors
Illinois
$5.83M
VOYA Investment Management
85
VOYA Investment Management
Georgia
$5.7M +$4.47M +26,654 +333%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$5.61M +$5.72M +34,100 New
Morgan Stanley
87
Morgan Stanley
New York
$5.51M -$6.56M -39,103 -54%
CSS
88
Cubist Systematic Strategies
Connecticut
$5.06M +$4.12M +24,597 +399%
Citigroup
89
Citigroup
New York
$4.96M +$302K +1,800 +6%
FG
90
Formula Growth
Quebec, Canada
$4.96M -$139K -830 -3%
TPSF
91
Texas Permanent School Fund
Texas
$4.84M -$175K -1,045 -3%
AB
92
Amalgamated Bank
New York
$4.8M -$1.06M -6,330 -18%
Stifel Financial
93
Stifel Financial
Missouri
$4.73M -$34.2K -204 -0.7%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$4.58M -$5.31M -31,653 -53%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$4.51M +$2.67M +15,910 +138%
OAM
96
Oppenheimer Asset Management
New York
$4.39M -$297K -1,772 -6%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$4.28M +$3.51M +20,948 +413%
CIC
98
Carnegie Investment Counsel
Ohio
$4.07M +$4.15M +24,723 New
Barclays
99
Barclays
United Kingdom
$3.93M -$3.69M -22,004 -48%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$3.82M -$158K -943 -4%

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.