We are live on ! Find out more
AMG icon

Affiliated Managers Group

339 hedge funds and large institutions have $6.3B invested in Affiliated Managers Group in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 87 increasing their positions, 132 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $4.9M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 319339 (+20)

1% more capital invested

Capital invested by funds: $6.27B → $6.3B (+$33.1M)

0.19% less ownership

Funds ownership: 98.92%98.73% (-0.19%)

34% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 132

Holders
339
Holders Change
+20
Holders Change %
+6.27%
% of All Funds
5.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
55
Increased
87
Reduced
132
Closed
35
Calls
$10.1M
Puts
$4.9M
Net Calls
+$5.18M
Net Calls Change
+$7.82M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
201
Cornercap Investment Counsel
Georgia
$630K +$652K +4,085 New
EMG
202
ETF Managers Group
New Jersey
$622K +$643K +4,032 New
CG
203
Colony Group
Massachusetts
$607K +$628K +3,939 New
WF
204
Welch & Forbes
Massachusetts
$602K
PVH
205
Psagot Value Holdings
Israel
$601K +$622K +3,900 New
GC
206
Guggenheim Capital
Illinois
$591K +$611K +3,831 New
SAM
207
Securian Asset Management
Minnesota
$590K -$31.1K -195 -5%
SW
208
SVB Wealth
Massachusetts
$582K +$134K +841 +29%
MAM
209
Meeder Asset Management
Ohio
$582K +$310K +1,946 +107%
DCM
210
Dupont Capital Management
Delaware
$559K +$377K +2,364 +188%
LPL Financial
211
LPL Financial
California
$532K -$1.12K -7 -0.2%
DA
212
Duality Advisers
Florida
$529K +$547K +3,431 New
Fidelity International
213
Fidelity International
Bermuda
$526K -$256K -1,607 -32%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$524K +$264K +1,658 +95%
CGH
215
Crossmark Global Holdings
Texas
$517K -$28.7K -180 -5%
ESCM
216
Echo Street Capital Management
New York
$510K +$169K +1,062 +47%
QC
217
Quadrature Capital
United Kingdom
$482K -$108K -674 -18%
FRM
218
Fox Run Management
Connecticut
$476K +$492K +3,087 New
MSRPS
219
Maryland State Retirement & Pension System
Maryland
$471K -$123K -773 -21%
QI
220
QS Investors
New York
$471K
MFW
221
Meristem Family Wealth
Minnesota
$463K
IIC
222
Ironwood Investment Counsel
Arizona
$448K
PAMU
223
Pictet Asset Management (UK)
United Kingdom
$447K -$63.8K -400 -12%
Walleye Trading
224
Walleye Trading
New York
$422K +$347K +2,175 +387%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$421K -$404K -2,531 -48%

AMG Hedge Fund Activity: Q2 2021 in Review

339 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2021, worth a combined $6.3B — up 0.53% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new AMG positions and 35 closed out — a net gain of 20 holders — while 87 added to existing stakes and 132 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $82.4M. The largest seller was ACR Alpine Capital Research, exiting entirely with an estimated $87M sold.

  • 339 institutional investors held Affiliated Managers Group (AMG) as of Q2 2021, up from 319 in Q1 2021.
  • Funds reported $6.3B of Affiliated Managers Group stock for Q2 2021, up 0.53% quarter-over-quarter.
  • 55 funds opened new Affiliated Managers Group positions in Q2 2021 and 35 closed out, a net change of +20 holders.
  • The largest Affiliated Managers Group buyer in Q2 2021 was JP Morgan Chase, an estimated $82.4M added.
  • The largest Affiliated Managers Group seller in Q2 2021 was ACR Alpine Capital Research, an estimated $87M sold.

Based on aggregated 13F filings for Q2 2021.