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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
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M -$11.4K -68 -1%
TRCT
177
Tower Research Capital (TRC)
New York
$1.1M +$455K +2,711 +69%
APG Asset Management
178
APG Asset Management
Netherlands
$1.08M -$755K -4,500 -38%
HSBC Holdings
179
HSBC Holdings
United Kingdom
$1.07M +$285K +1,701 +36%
Fidelity International
180
Fidelity International
Bermuda
$1.05M +$833K +4,966 +344%
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$1.05M -$134K -800 -11%
DA
182
Duality Advisers
Florida
$1.05M +$298K +1,779 +39%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$1.05M -$24.1K -144 -2%
AG
184
Algert Global
California
$1.04M +$38.6K +230 +4%
E
185
Ergoteles
New York
$1.04M +$476K +2,838 +81%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$979K +$258K +1,537 +35%
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$977K -$9.39K -56 -0.9%
Fisher Asset Management
188
Fisher Asset Management
Washington
$934K -$149K -888 -14%
CRC
189
Curi RMB Capital
Illinois
$921K -$235K -1,400 -20%
Mitsubishi UFJ Trust & Banking
190
Mitsubishi UFJ Trust & Banking
Japan
$921K -$128K -763 -12%
ECM
191
ExodusPoint Capital Management
New York
$891K +$355K +2,118 +64%
II
192
Inspire Investing
Idaho
$858K -$283K -1,687 -24%
GAM
193
Guinness Asset Management
United Kingdom
$854K +$252K +1,500 +41%
RJT
194
Raymond James Trust
Florida
$839K +$5.03K +30 +0.6%
BNP Paribas Asset Management
195
BNP Paribas Asset Management
France
$833K +$850K +5,066 New
State of Wisconsin Investment Board
196
State of Wisconsin Investment Board
Wisconsin
$814K -$33.7K -201 -4%
US Bancorp
197
US Bancorp
Minnesota
$808K +$14.8K +88 +2%
ESCM
198
Echo Street Capital Management
New York
$799K +$269K +1,604 +49%
RIL
199
Rothschild Investment LLC
Illinois
$791K +$5.03K +30 +0.6%
DTL
200
Dynamic Technology Lab
Singapore
$765K +$780K +4,650 New

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.