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Affiliated Managers Group

319 hedge funds and large institutions have $6.27B invested in Affiliated Managers Group in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 74 increasing their positions, 130 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 35

36% more capital invested

Capital invested by funds: $4.59B → $6.27B (+$1.68B)

7% more funds holding

Funds holding: 297319 (+22)

0.87% less ownership

Funds ownership: 99.78%98.92% (-0.87%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

35% less call options, than puts

Call options by funds: $4.87M | Put options by funds: $7.51M

43% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 130

Holders
319
Holders Change
+22
Holders Change %
+7.41%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.11%
New
59
Increased
74
Reduced
130
Closed
35
Calls
$4.87M
Puts
$7.51M
Net Calls
-$2.64M
Net Calls Change
-$9.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
176
Marshall Wace North America
New York
$706K -$1.11M -8,520 -64%
Lazard Asset Management
177
Lazard Asset Management
New York
$703K -$962K -7,360 -61%
CWM
178
CIBC World Markets
New York
$682K +$598K +4,577 New
Pacer Advisors
179
Pacer Advisors
Pennsylvania
$678K -$18.4K -141 -3%
GAM
180
Gotham Asset Management
New York
$677K +$262K +2,005 +79%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$675K -$173K -1,322 -23%
X
182
Xponance
Pennsylvania
$668K -$38.4K -294 -6%
PAM
183
Panagora Asset Management
Massachusetts
$655K +$389K +2,972 +209%
MAM
184
Martingale Asset Management
Massachusetts
$649K +$51.5K +394 +10%
Impax Asset Management Group
185
Impax Asset Management Group
United Kingdom
$643K +$564K +4,313 New
EGM
186
Engineers Gate Manager
New York
$613K +$537K +4,110 New
SAM
187
Securian Asset Management
Minnesota
$599K -$36.2K -277 -6%
WF
188
Welch & Forbes
Massachusetts
$581K
QC
189
Quadrature Capital
United Kingdom
$566K +$497K +3,800 New
HIS
190
Harvest Investment Services
Illinois
$543K +$477K +3,648 New
WAM
191
Wolverine Asset Management
Illinois
$543K +$477K +3,650 New
MSRPS
192
Maryland State Retirement & Pension System
Maryland
$536K +$470K +3,596 New
CGH
193
Crossmark Global Holdings
Texas
$526K +$30.1K +230 +7%
LPL Financial
194
LPL Financial
California
$515K -$313K -2,394 -41%
Citadel Advisors
195
Citadel Advisors
Florida
$502K -$1.25M -9,559 -74%
PAMU
196
Pictet Asset Management (UK)
United Kingdom
$492K -$118K -900 -21%
CC
197
Centiva Capital
New York
$476K +$418K +3,196 New
QI
198
QS Investors
New York
$455K -$765K -5,850 -66%
MFW
199
Meristem Family Wealth
Minnesota
$447K
HSBC Holdings
200
HSBC Holdings
United Kingdom
$445K -$126K -963 -24%

AMG Hedge Fund Activity: Q1 2021 in Review

319 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2021, worth a combined $6.27B — up 36% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 35 closed out — a net gain of 24 holders — while 74 added to existing stakes and 130 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $31.9M. The largest seller was EdgePoint Investment Group, cutting an estimated $121M.

  • 319 institutional investors held Affiliated Managers Group (AMG) as of Q1 2021, up from 297 in Q4 2020.
  • Funds reported $6.27B of Affiliated Managers Group stock for Q1 2021, up 36% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q1 2021 and 35 closed out, a net change of +24 holders.
  • The largest Affiliated Managers Group buyer in Q1 2021 was Arrowstreet Capital, an estimated $31.9M added.
  • The largest Affiliated Managers Group seller in Q1 2021 was EdgePoint Investment Group, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2021.