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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
ProShare Advisors
176
ProShare Advisors
Maryland
$965K -$55.7K -340 -5%
Mitsubishi UFJ Trust & Banking
177
Mitsubishi UFJ Trust & Banking
Japan
$962K -$115K -700 -10%
MAM
178
Meeder Asset Management
Ohio
$962K +$424K +2,592 +69%
CSS
179
Cubist Systematic Strategies
Connecticut
$930K -$1.03M -6,289 -51%
AG
180
Algert Global
California
$925K +$1M +6,121 New
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$906K +$246K +1,503 +33%
HW
182
Hancock Whitney
Mississippi
$808K -$2.12M -12,921 -71%
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$804K +$871K +5,321 New
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
$778K +$31.3K +191 +4%
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$766K -$3.58M -21,877 -81%
RJT
186
Raymond James Trust
Florida
$765K -$175K -1,069 -17%
SW
187
SVB Wealth
Massachusetts
$745K +$189K +1,156 +31%
US Bancorp
188
US Bancorp
Minnesota
$730K -$22.9K -140 -3%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$722K -$2.54M -15,521 -77%
RIL
190
Rothschild Investment LLC
Illinois
$721K -$1.47K -9 -0.2%
GC
191
Guggenheim Capital
Illinois
$714K +$146K +894 +23%
DA
192
Duality Advisers
Florida
$697K +$194K +1,184 +35%
X
193
Xponance
Pennsylvania
$696K -$43.1K -263 -5%
DCM
194
Dupont Capital Management
Delaware
$672K +$135K +822 +23%
EMG
195
ETF Managers Group
New Jersey
$670K +$54.7K +334 +8%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$667K
PAM
197
Panagora Asset Management
Massachusetts
$663K +$21.6K +132 +3%
Impax Asset Management Group
198
Impax Asset Management Group
United Kingdom
$652K
Jane Street
199
Jane Street
New York
$650K +$7.04K +43 +1%
Janus Henderson Group
200
Janus Henderson Group
United Kingdom
$649K +$703K +4,296 New

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.