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Affiliated Managers Group

334 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 129

1.42% less ownership

Funds ownership: 96.49%95.08% (-1.4%)

8% less funds holding

Funds holding: 364334 (-30)

18% less capital invested

Capital invested by funds: $6.41B → $5.28B (-$1.14B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

49% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 55

57% less call options, than puts

Call options by funds: $887K | Put options by funds: $2.06M

Holders
334
Holders Change
-30
Holders Change %
-8.24%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
28
Increased
118
Reduced
129
Closed
55
Calls
$887K
Puts
$2.06M
Net Calls
-$1.17M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.1M +$204K +1,420 +11%
WBC
127
Westpac Banking Corp
Australia
$2.08M
William Blair & Company
128
William Blair & Company
Illinois
$2.08M -$39.5K -275 -2%
SG Americas Securities
129
SG Americas Securities
New York
$1.95M +$529K +3,681 +36%
DZ Bank
130
DZ Bank
Germany
$1.92M -$5.36M -37,282 -73%
OPERF
131
Oregon Public Employees Retirement Fund
Oregon
$1.85M -$43.1K -300 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
132
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.8M +$1.84M +12,800 New
Natixis Advisors
133
Natixis Advisors
Massachusetts
$1.8M +$44.5K +310 +2%
Stifel Financial
134
Stifel Financial
Missouri
$1.78M -$2.31M -16,097 -56%
SCM
135
Seascape Capital Management
New Hampshire
$1.73M +$137K +954 +8%
BGIM
136
Brandywine Global Investment Management
Pennsylvania
$1.62M +$44.8K +312 +3%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$1.59M +$179K +1,247 +12%
SC
138
Sepio Capital
Utah
$1.59M -$88.9K -619 -5%
GAM
139
Gotham Asset Management
New York
$1.58M +$413K +2,878 +34%
ASRS
140
Arizona State Retirement System
Arizona
$1.55M -$14.5K -101 -0.9%
AIP
141
Ameritas Investment Partners
Nebraska
$1.54M
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$1.5M -$13.9K -97 -0.9%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.48M +$14.4K +100 +1%
Jane Street
144
Jane Street
New York
$1.48M +$1.07M +7,469 +250%
SOMRS
145
State of Michigan Retirement System
Michigan
$1.45M +$7.62K +53 +0.5%
GCM
146
Graham Capital Management
Connecticut
$1.44M +$1.08M +7,530 +277%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$1.4M -$225K -1,564 -14%
Sumitomo Mitsui Trust Group
148
Sumitomo Mitsui Trust Group
Japan
$1.38M
RIM
149
Redwood Investment Management
Arizona
$1.34M +$211K +1,472 +18%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$1.34M -$653K -4,548 -32%

AMG Hedge Fund Activity: Q1 2022 in Review

334 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2022, worth a combined $5.28B — down 18% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AMG and 28 opened new positions — a net loss of 27 holders — while 129 trimmed existing stakes and 118 added.

The largest buyer was Citadel Advisors, adding an estimated $45.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $111M.

  • 334 institutional investors held Affiliated Managers Group (AMG) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q1 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Affiliated Managers Group positions in Q1 2022 and 55 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q1 2022 was Citadel Advisors, an estimated $45.5M added.
  • The largest Affiliated Managers Group seller in Q1 2022 was EdgePoint Investment Group, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.