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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
Stifel Financial
101
Stifel Financial
Missouri
$2.77M -$241K -2,788 -9%
AI
102
Atria Investments
North Carolina
$2.68M -$70K -810 -3%
MIM
103
MetLife Investment Management
New Jersey
$2.52M -$158K -1,831 -7%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$2.52M +$620K +7,177 +41%
MSA
105
Mason Street Advisors
Wisconsin
$2.46M -$59.6K -690 -3%
VCA
106
Verdence Capital Advisors
Maryland
$2.43M +$59.3K +687 +3%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$2.39M +$16.8K +195 +0.9%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.25M +$358K +4,146 +23%
IMPI
109
Ilmarinen Mutual Pension Insurance
Finland
$2.21M
SDIC
110
South Dakota Investment Council
South Dakota
$2.17M
VIA
111
Vident Investment Advisory
Georgia
$2.13M -$105K -1,219 -6%
Canada Life
112
Canada Life
Manitoba, Canada
$1.99M -$281K -3,252 -14%
William Blair & Company
113
William Blair & Company
Illinois
$1.95M -$64.5K -747 -4%
SG Americas Securities
114
SG Americas Securities
New York
$1.91M +$1.36M +15,755 +516%
Rafferty Asset Management
115
Rafferty Asset Management
New York
$1.9M +$234K +2,710 +17%
Marshall Wace
116
Marshall Wace
United Kingdom
$1.9M +$1.61M +18,655 New
Barclays
117
Barclays
United Kingdom
$1.88M +$1.25M +14,485 +364%
SOMRS
118
State of Michigan Retirement System
Michigan
$1.69M -$34.5K -400 -2%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$1.68M -$33.7K -390 -2%
NMIMC
120
Northwestern Mutual Investment Management Company
Wisconsin
$1.59M -$72.5K -840 -5%
OPERF
121
Oregon Public Employees Retirement Fund
Oregon
$1.56M -$120K -1,391 -8%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$1.55M
LRIC
123
Long Road Investment Counsel
Michigan
$1.55M +$22.5K +260 +2%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M +$19.7K +228 +2%
HC
125
Henshaw Capital
Massachusetts
$1.54M +$357K +4,130 +38%

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.