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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
SG Americas Securities
151
SG Americas Securities
New York
$1.67M +$1.44M +8,570 +533%
Neuberger Berman Group
152
Neuberger Berman Group
New York
$1.62M +$602K +3,587 +55%
Sumitomo Mitsui Trust Group
153
Sumitomo Mitsui Trust Group
Japan
$1.61M -$178K -1,060 -10%
Osaic Holdings
154
Osaic Holdings
Arizona
$1.57M +$260K +1,552 +19%
SO
155
STRS Ohio
Ohio
$1.52M -$81K -483 -5%
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$1.45M
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$1.42M +$727K +4,338 +101%
GAM
158
Gotham Asset Management
New York
$1.37M +$81.5K +486 +6%
CB
159
Commerce Bank
Missouri
$1.34M -$107K -638 -7%
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$1.32M +$1.34M +8,000 New
CCFP
161
Charles Carroll Financial Partners
Massachusetts
$1.32M +$1.35M +8,050 New
RIM
162
Redwood Investment Management
Arizona
$1.32M +$1.35M +8,032 New
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$1.32M +$219K +1,304 +19%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$1.28M -$67.1K -400 -5%
Federated Hermes
165
Federated Hermes
Pennsylvania
$1.27M -$169K -1,007 -12%
RFC
166
Regions Financial Corp
Alabama
$1.25M -$278K -1,655 -18%
N
167
Natixis
France
$1.25M +$1.27M +7,600 New
URS
168
Utah Retirement Systems
Utah
$1.21M
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$1.2M -$41.9K -250 -3%
BA
170
Bridgewater Associates
Connecticut
$1.19M -$1.55M -9,216 -56%
SEI Investments
171
SEI Investments
Pennsylvania
$1.18M -$753K -4,492 -37%
ProShare Advisors
172
ProShare Advisors
Maryland
$1.18M +$132K +785 +12%
BONH
173
Bank of New Hampshire
New Hampshire
$1.17M +$41.6K +248 +4%
SA
174
Shilanski & Associates
Alaska
$1.16M +$4.03K +24 +0.3%
CAM
175
Cubic Asset Management
Massachusetts
$1.14M

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.