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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
Rafferty Asset Management
101
Rafferty Asset Management
New York
$3.38M +$526K +4,025 +22%
SG Americas Securities
102
SG Americas Securities
New York
$3.3M +$434K +3,322 +18%
MIM
103
MetLife Investment Management
New Jersey
$3.28M -$367K -2,806 -11%
IMPI
104
Ilmarinen Mutual Pension Insurance
Finland
$3.23M
JMPWA
105
JP Morgan Private Wealth Advisors
California
$3.19M -$1.38M -10,559 -33%
Squarepoint
106
Squarepoint
New York
$3.19M +$1.09M +8,304 +63%
William Blair & Company
107
William Blair & Company
Illinois
$2.85M -$4.97K -38 -0.2%
VCA
108
Verdence Capital Advisors
Maryland
$2.84M -$629K -4,812 -20%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$2.76M +$575K +4,399 +31%
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$2.6M +$795K +6,083 +54%
Canada Life
111
Canada Life
Manitoba, Canada
$2.59M -$286K -2,191 -11%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$2.5M +$1.37M +10,510 +168%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$2.46M -$5.23K -40 -0.2%
PCM
114
Poehling Capital Management
Wisconsin
$2.45M -$2.42M -18,504 -53%
VIA
115
Vident Investment Advisory
Georgia
$2.39M -$644K -4,927 -24%
SOMRS
116
State of Michigan Retirement System
Michigan
$2.35M -$105K -800 -5%
PI
117
PineBridge Investments
New York
$2.34M +$2.05M +15,673 New
WG
118
Winton Group
United Kingdom
$2.28M +$915K +6,999 +84%
HC
119
Henshaw Capital
Massachusetts
$2.26M +$261 +2 +0%
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$2.25M -$39.2K -300 -2%
LRIC
121
Long Road Investment Counsel
Michigan
$2.24M -$26.1K -200 -1%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.12M -$121K -929 -6%
BA
123
Bridgewater Associates
Connecticut
$2.11M +$758K +5,798 +70%
HF
124
HRT Financial
New York
$2.06M +$578K +4,421 +47%
SC
125
Sepio Capital
Utah
$2M +$86.7K +663 +5%

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.