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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
EMG
201
ETF Managers Group
New Jersey
$755K +$36.2K +216 +5%
Bank of Montreal
202
Bank of Montreal
Ontario, Canada
$747K -$4.34M -25,856 -85%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$744K +$116K +690 +18%
X
204
Xponance
Pennsylvania
$742K -$16.9K -101 -2%
Franklin Resources
205
Franklin Resources
California
$695K +$15.1K +90 +2%
Impax Asset Management Group
206
Impax Asset Management Group
United Kingdom
$691K -$19.1K -114 -3%
CIC
207
Cornercap Investment Counsel
Georgia
$687K +$11.6K +69 +2%
CGH
208
Crossmark Global Holdings
Texas
$685K +$83.8K +500 +14%
Squarepoint
209
Squarepoint
New York
$682K -$710K -4,233 -51%
PVH
210
Psagot Value Holdings
Israel
$642K
WF
211
Welch & Forbes
Massachusetts
$641K
CG
212
Colony Group
Massachusetts
$618K -$24.5K -146 -4%
SAM
213
Securian Asset Management
Minnesota
$608K
LPL Financial
214
LPL Financial
California
$574K +$6.37K +38 +1%
HIM
215
Hillsdale Investment Management
Ontario, Canada
$567K -$41.9K -250 -7%
CIBC World Market
216
CIBC World Market
Ontario, Canada
$565K -$41.8K -249 -7%
MSRPS
217
Maryland State Retirement & Pension System
Maryland
$515K
IMRF
218
Illinois Municipal Retirement Fund
Illinois
$515K +$211K +1,257 +67%
BP
219
Ballentine Partners
Massachusetts
$515K +$525K +3,131 New
PA
220
Procyon Advisors
Connecticut
$509K +$99.4K +593 +24%
OTPPB
221
Ontario Teachers' Pension Plan Board
Ontario, Canada
$504K +$83.3K +497 +19%
MFW
222
Meristem Family Wealth
Minnesota
$494K
Jane Street
223
Jane Street
New York
$492K -$220K -1,310 -30%
TRIA
224
Trail Ridge Investment Advisors
Colorado
$488K +$498K +2,969 New
SIA
225
SkyView Investment Advisors
New Jersey
$485K +$2.01M +12,009 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.