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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
YCM
101
Yousif Capital Management
Michigan
$3.79M +$3.86M +23,039 New
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.67M -$759K -4,524 -17%
PP
103
Paloma Partners
Connecticut
$3.63M +$3.7M +22,088 New
IMPI
104
Ilmarinen Mutual Pension Insurance
Finland
$3.57M
Rafferty Asset Management
105
Rafferty Asset Management
New York
$3.52M +$278K +1,659 +8%
Canada Life
106
Canada Life
Manitoba, Canada
$3.5M +$175K +1,046 +5%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$3.46M -$4.82M -28,740 -58%
Allianz Asset Management
108
Allianz Asset Management
Germany
$3.38M +$519K +3,095 +18%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$3.33M -$118K -706 -3%
Two Sigma Advisers
110
Two Sigma Advisers
New York
$3.32M +$838K +5,000 +33%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$3.26M +$284K +1,691 +9%
MIM
112
MetLife Investment Management
New Jersey
$3.24M -$16.1K -96 -0.5%
VCA
113
Verdence Capital Advisors
Maryland
$3.14M +$42.6K +254 +1%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$3.04M -$5.36M -31,950 -63%
Prudential Financial
115
Prudential Financial
New Jersey
$2.86M +$909K +5,423 +45%
DWA
116
Dorsey Wright & Associates
California
$2.72M +$85.5K +510 +3%
ACM
117
AlphaCrest Capital Management
New York
$2.7M +$2.28M +13,572 +474%
Comerica Bank
118
Comerica Bank
Texas
$2.7M +$45.3K +270 +1%
PCM
119
Poehling Capital Management
Wisconsin
$2.66M -$20.3K -121 -0.7%
PI
120
PineBridge Investments
New York
$2.61M -$1.85M -11,045 -41%
HC
121
Henshaw Capital
Massachusetts
$2.49M +$168 +1 +0%
LRIC
122
Long Road Investment Counsel
Michigan
$2.48M
William Blair & Company
123
William Blair & Company
Illinois
$2.47M +$335 +2 +0%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$2.44M -$82.8K -494 -3%
WBC
125
Westpac Banking Corp
Australia
$2.43M +$149K +890 +6%

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.