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Affiliated Managers Group

339 hedge funds and large institutions have $6.3B invested in Affiliated Managers Group in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 132 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $4.9M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 319339 (+20)

1% more capital invested

Capital invested by funds: $6.27B → $6.3B (+$33.1M)

0.19% less ownership

Funds ownership: 98.92%98.73% (-0.19%)

34% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 132

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
55
Increased
87
Reduced
132
Closed
35
Calls
$10.1M
Puts
$4.9M
Net Calls
+$5.18M
Net Calls Change
+$7.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
151
Regions Financial Corp
Alabama
$1.43M
Federated Hermes
152
Federated Hermes
Pennsylvania
$1.38M +$56K +351 +4%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$1.37M +$63.5K +398 +5%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.36M +$95.7K +600 +7%
CB
155
Commerce Bank
Missouri
$1.32M -$24.4K -153 -2%
NIPH
156
NN Investment Partners Holdings
Netherlands
$1.31M -$174K -1,090 -11%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$1.26M -$47.9K -300 -4%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$1.25M +$276K +1,728 +27%
SW
159
SteelPeak Wealth
California
$1.25M +$1.29M +8,100 New
URS
160
Utah Retirement Systems
Utah
$1.22M -$112K -700 -8%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$1.21M -$38.9K -244 -3%
Osaic Holdings
162
Osaic Holdings
Arizona
$1.16M -$176K -1,103 -13%
SOADOR
163
State of Alaska Department of Revenue
Alaska
$1.12M -$691K -4,331 -37%
TRSOTSOK
164
Teachers Retirement System of the State of Kentucky
Kentucky
$1.11M
Mitsubishi UFJ Trust & Banking
165
Mitsubishi UFJ Trust & Banking
Japan
$1.09M -$63K -395 -5%
GCP
166
GSA Capital Partners
United Kingdom
$1.08M +$1.12M +7,012 New
CRC
167
Curi RMB Capital
Illinois
$1.08M
HF
168
HRT Financial
New York
$1.07M -$1.1M -6,872 -50%
NMIMC
169
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$27.9K -175 -2%
CAM
170
Cubic Asset Management
Massachusetts
$1.07M
BONH
171
Bank of New Hampshire
New Hampshire
$1.06M +$1.1M +6,888 New
SA
172
Shilanski & Associates
Alaska
$1.04M +$1.08M +6,755 New
ProShare Advisors
173
ProShare Advisors
Maryland
$1.04M -$13.2K -83 -1%
SCM
174
Seascape Capital Management
New Hampshire
$1.02M +$1.06M +6,628 New
Fisher Asset Management
175
Fisher Asset Management
Washington
$1.01M -$37K -232 -3%

AMG Hedge Fund Activity: Q2 2021 in Review

339 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2021, worth a combined $6.3B — up 0.53% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 35 closed out — a net gain of 20 holders — while 87 added to existing stakes and 132 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $82.4M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $87M sold.

  • 339 institutional investors held Affiliated Managers Group (AMG) as of Q2 2021, up from 319 in Q1 2021.
  • Funds reported $6.3B of Affiliated Managers Group stock for Q2 2021, up 0.53% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q2 2021 and 35 closed out, a net change of +20 holders.
  • The largest Affiliated Managers Group buyer in Q2 2021 was JP Morgan Chase, an estimated $82.4M added.
  • The largest Affiliated Managers Group seller in Q2 2021 was ACR Alpine Capital Research, an estimated $87M sold.

Based on aggregated 13F filings for Q2 2021.