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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
Wellington Management Group
201
Wellington Management Group
Massachusetts
$443K -$206K -1,574 -35%
SW
202
SVB Wealth
Massachusetts
$437K +$384K +2,934 New
IIC
203
Ironwood Investment Counsel
Arizona
$433K -$635K -4,860 -63%
ACI
204
AMP Capital Investors
Australia
$423K -$803K -6,141 -68%
Nomura Holdings
205
Nomura Holdings
Japan
$415K +$364K +2,785 New
WAM
206
World Asset Management
Michigan
$413K -$33.3K -255 -9%
TRCT
207
Tower Research Capital (TRC)
New York
$403K -$144K -1,104 -29%
IA
208
IndexIQ Advisors
New York
$401K +$352K +2,694 New
PA
209
Profund Advisors
Maryland
$397K +$348K +2,662 New
Voloridge Investment Management
210
Voloridge Investment Management
Florida
$395K -$1.13M -8,614 -76%
RVPG
211
Relative Value Partners Group
$379K
Cetera Investment Advisers
212
Cetera Investment Advisers
Illinois
$377K -$969K -7,414 -75%
SCM
213
Shelton Capital Management
Colorado
$375K -$24.7K -189 -7%
PA
214
Procyon Advisors
Connecticut
$373K -$38.2K -292 -10%
HA
215
Harbor Advisors
Florida
$373K
PSUF
216
People's United Financial
Connecticut
$363K +$318K +2,435 New
SAM
217
Silvercrest Asset Management
New York
$358K
ESCM
218
Echo Street Capital Management
New York
$334K +$293K +2,244 New
NB
219
Nicolet Bankshares
Wisconsin
$331K -$19K -145 -6%
XT
220
XTX Topco
Cayman Islands
$331K +$290K +2,220 New
ECM
221
ExodusPoint Capital Management
New York
$311K +$272K +2,084 New
ASN
222
Advisory Services Network
Georgia
$301K -$784 -6 -0.3%
CCA
223
Cadent Capital Advisors
Oklahoma
$300K -$10.2K -78 -4%
JC
224
JBF Capital
Colorado
$283K +$248K +1,900 New
WCM
225
Wedge Capital Management
North Carolina
$280K -$122K -932 -33%

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.