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
HSBC Holdings
201
HSBC Holdings
United Kingdom
$400K -$435K -5,037 -56%
WF
202
Welch & Forbes
Massachusetts
$397K -$17.3K -200 -5%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$393K +$334K +3,863 New
TRCT
204
Tower Research Capital (TRC)
New York
$387K +$194K +2,243 +143%
Holocene Advisors
205
Holocene Advisors
New York
$355K -$288K -3,339 -49%
VAS
206
Vestmark Advisory Solutions
Massachusetts
$352K -$33.4K -387 -10%
HIMCH
207
Hartford Investment Management Co (HIMCO)
Connecticut
$342K +$290K +3,362 New
PP
208
Paloma Partners
Connecticut
$341K -$1.83M -21,237 -86%
CGH
209
Crossmark Global Holdings
Texas
$336K -$12.6K -146 -4%
MFW
210
Meristem Family Wealth
Minnesota
$305K
PG
211
Pendal Group
Australia
$300K +$255K +2,953 New
PWM
212
Perigon Wealth Management
California
$297K +$253K +2,924 New
WCM
213
Wedge Capital Management
North Carolina
$286K -$29.2K -338 -11%
WAM
214
World Asset Management
Michigan
$286K -$24K -278 -9%
PA
215
Procyon Advisors
Connecticut
$284K +$241K +2,793 New
FC
216
FORA Capital
Florida
$279K +$237K +2,748 New
SCM
217
Shelton Capital Management
Colorado
$275K +$233K +2,703 New
TSS
218
Two Sigma Securities
New York
$274K +$233K +2,697 New
LIA
219
LS Investment Advisors
Michigan
$261K +$221K +2,563 New
GAM
220
Gotham Asset Management
New York
$258K -$74.4K -862 -25%
RVPG
221
Relative Value Partners Group
$258K +$219K +2,540 New
HA
222
Harbor Advisors
Florida
$254K +$216K +2,500 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$244K +$64K +741 +45%
SAM
224
Silvercrest Asset Management
New York
$244K +$207K +2,400 New
NB
225
Nicolet Bankshares
Wisconsin
$240K +$204K +2,363 New

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.