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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
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$2.42M -$16.8K -100 -0.7%
HF
127
HRT Financial
New York
$2.4M +$170K +1,011 +7%
TC
128
TwinBeech Capital
New York
$2.4M +$2.44M +14,580 New
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$2.36M -$2.03M -12,088 -46%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$2.31M +$588K +3,508 +33%
VIA
131
Vident Investment Advisory
Georgia
$2.29M +$131K +779 +6%
APF
132
Alaska Permanent Fund
Alaska
$2.24M
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.22M -$22.6K -135 -1%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$2.21M -$107K -640 -5%
CA
135
Capitolis Advisors
New York
$2.16M
SDIC
136
South Dakota Investment Council
South Dakota
$2.08M
Natixis Advisors
137
Natixis Advisors
Massachusetts
$2.04M +$226K +1,349 +12%
SC
138
Sepio Capital
Utah
$1.95M -$187K -1,118 -9%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$1.89M +$46.5K +277 +2%
SCM
140
Seascape Capital Management
New Hampshire
$1.86M +$156K +932 +9%
Twin Tree Management
141
Twin Tree Management
Texas
$1.86M -$1.17M -6,960 -38%
BGIM
142
Brandywine Global Investment Management
Pennsylvania
$1.84M -$13.2K -79 -0.7%
ASRS
143
Arizona State Retirement System
Arizona
$1.82M -$42.1K -251 -2%
AIP
144
Ameritas Investment Partners
Nebraska
$1.8M
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$1.76M -$8.72K -52 -0.5%
EF
146
Empowered Funds
Pennsylvania
$1.76M +$50.3K +300 +3%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$1.73M
SOMRS
148
State of Michigan Retirement System
Michigan
$1.69M -$16.8K -100 -1%
EGM
149
Engineers Gate Manager
New York
$1.68M +$1.71M +10,216 New
GC
150
Guggenheim Capital
Illinois
$1.68M +$917K +5,467 +116%

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.