We are live on ! Find out more
AMG icon

Affiliated Managers Group

297 hedge funds and large institutions have $4.59B invested in Affiliated Managers Group in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 69 increasing their positions, 127 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $1.88M

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

46% more capital invested

Capital invested by funds: $3.14B → $4.59B (+$1.45B)

8% more funds holding

Funds holding: 275297 (+22)

0.97% more ownership

Funds ownership: 98.82%99.78% (+0.97%)

46% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 127

Holders
297
Holders Change
+22
Holders Change %
+8%
% of All Funds
5.26%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
55
Increased
69
Reduced
127
Closed
30
Calls
$8.34M
Puts
$1.88M
Net Calls
+$6.46M
Net Calls Change
+$6.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
176
Royal Bank of Canada
Ontario, Canada
$638K +$332K +3,842 +159%
WCM Investment Management
177
WCM Investment Management
California
$614K +$16.1K +186 +3%
Jacobs Levy Equity Management
178
Jacobs Levy Equity Management
New Jersey
$611K -$1.32M -15,315 -72%
AB
179
Amalgamated Bank
New York
$610K -$11.9K -138 -2%
Man Group
180
Man Group
United Kingdom
$608K +$195K +2,254 +60%
Grantham, Mayo, Van Otterloo & Co (GMO)
181
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$600K -$34.5K -400 -6%
SCM
182
Snow Capital Management
Pennsylvania
$597K -$86.4K -1,000 -15%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$595K
LPL Financial
184
LPL Financial
California
$595K +$6.22K +72 +1%
State of Wisconsin Investment Board
185
State of Wisconsin Investment Board
Wisconsin
$589K -$34.5K -400 -6%
Osaic Holdings
186
Osaic Holdings
Arizona
$506K -$227K -2,630 -35%
US Bancorp
187
US Bancorp
Minnesota
$504K +$2.42K +28 +0.6%
RIL
188
Rothschild Investment LLC
Illinois
$499K +$18.2K +211 +4%
X
189
Xponance
Pennsylvania
$485K -$11.2K -130 -3%
Walleye Trading
190
Walleye Trading
New York
$485K +$382K +4,427 +1,283%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$477K -$577K -6,680 -59%
Wellington Management Group
192
Wellington Management Group
Massachusetts
$462K -$915K -10,598 -70%
BC
193
Bridgefront Capital
Texas
$457K +$388K +4,491 New
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$442K +$375K +4,347 New
BBHC
195
Brown Brothers Harriman & Co
New York
$438K
SAM
196
Securian Asset Management
Minnesota
$437K -$19.1K -221 -5%
Mackenzie Financial
197
Mackenzie Financial
Ontario, Canada
$427K -$51.8K -600 -13%
PAMU
198
Pictet Asset Management (UK)
United Kingdom
$427K +$34.5K +400 +11%
MC
199
Maverick Capital
Texas
$418K -$1.15M -13,309 -76%
MAM
200
Martingale Asset Management
Massachusetts
$403K -$457K -5,294 -57%

AMG Hedge Fund Activity: Q4 2020 in Review

297 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2020, worth a combined $4.59B — up 46% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 30 closed out — a net gain of 25 holders — while 69 added to existing stakes and 127 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $48.9M. The largest seller was Invesco, cutting an estimated $45.5M.

  • 297 institutional investors held Affiliated Managers Group (AMG) as of Q4 2020, up from 275 in Q3 2020.
  • Funds reported $4.59B of Affiliated Managers Group stock for Q4 2020, up 46% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q4 2020 and 30 closed out, a net change of +25 holders.
  • The largest Affiliated Managers Group buyer in Q4 2020 was Atlanta Capital Management, an estimated $48.9M added.
  • The largest Affiliated Managers Group seller in Q4 2020 was Invesco, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2020.