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Affiliated Managers Group

332 hedge funds and large institutions have $6.02B invested in Affiliated Managers Group in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 141 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

5% less capital invested

Capital invested by funds: $6.3B → $6.02B (-$286M)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

1.7% less ownership

Funds ownership: 98.73%97.03% (-1.7%)

2% less funds holding

Funds holding: 339332 (-7)

36% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 141

54% less call options, than puts

Call options by funds: $8.26M | Put options by funds: $17.9M

Holders
332
Holders Change
-7
Holders Change %
-2.06%
% of All Funds
5.81%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
34
Increased
90
Reduced
141
Closed
37
Calls
$8.26M
Puts
$17.9M
Net Calls
-$9.62M
Net Calls Change
-$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
151
Winton Group
United Kingdom
$1.39M -$1.08M -6,595 -42%
CB
152
Commerce Bank
Missouri
$1.33M +$37.5K +229 +3%
NMERB
153
New Mexico Educational Retirement Board
New Mexico
$1.33M
Federated Hermes
154
Federated Hermes
Pennsylvania
$1.32M -$37.2K -227 -3%
Squarepoint
155
Squarepoint
New York
$1.27M -$1.35M -8,234 -50%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$1.24M
VOYA Investment Management
157
VOYA Investment Management
Georgia
$1.21M -$17.7K -108 -1%
Osaic Holdings
158
Osaic Holdings
Arizona
$1.21M +$76.5K +467 +6%
Nomura Holdings
159
Nomura Holdings
Japan
$1.2M +$1.28M +7,800 New
GAM
160
Gotham Asset Management
New York
$1.19M -$783K -4,782 -38%
MLICM
161
Metropolitan Life Insurance Company (MetLife)
New York
$1.14M -$56.3K -344 -4%
URS
162
Utah Retirement Systems
Utah
$1.11M -$81.9K -500 -6%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M
BONH
164
Bank of New Hampshire
New Hampshire
$1.06M
CRC
165
Curi RMB Capital
Illinois
$1.06M
SA
166
Shilanski & Associates
Alaska
$1.06M +$40.1K +245 +4%
II
167
Inspire Investing
Idaho
$1.04M +$138K +840 +14%
CAM
168
Cubic Asset Management
Massachusetts
$1.04M -$1.97K -12 -0.2%
NMIMC
169
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M -$21K -128 -2%
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$1.01M +$184K +1,122 +20%
MC
171
Maverick Capital
Texas
$1M +$75.3K +460 +7%
Fisher Asset Management
172
Fisher Asset Management
Washington
$992K +$1.31K +8 +0.1%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$987K
Marshall Wace
174
Marshall Wace
United Kingdom
$972K -$4.6M -28,072 -81%
Neuberger Berman Group
175
Neuberger Berman Group
New York
$969K +$605K +3,694 +133%

AMG Hedge Fund Activity: Q3 2021 in Review

332 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2021, worth a combined $6.02B — down 4.5% from $6.3B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of AMG and 34 opened new positions — a net loss of 3 holders — while 141 trimmed existing stakes and 90 added.

The largest buyer was Assenagon Asset Management, adding an estimated $16.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $20.4M.

  • 332 institutional investors held Affiliated Managers Group (AMG) as of Q3 2021, down from 339 in Q2 2021.
  • Funds reported $6.02B of Affiliated Managers Group stock for Q3 2021, down 4.5% quarter-over-quarter.
  • 34 funds opened new Affiliated Managers Group positions in Q3 2021 and 37 closed out, a net change of -3 holders.
  • The largest Affiliated Managers Group buyer in Q3 2021 was Assenagon Asset Management, an estimated $16.5M added.
  • The largest Affiliated Managers Group seller in Q3 2021 was EdgePoint Investment Group, an estimated $20.4M sold.

Based on aggregated 13F filings for Q3 2021.