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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
EIG
1
EdgePoint Investment Group
Ontario, Canada
$841M -$27.8M -321,822 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$390M -$4.19M -48,574 -1%
BlackRock
3
BlackRock
New York
$385M -$5.43M -62,910 -2%
ACM
4
Atlanta Capital Management
Georgia
$263M +$48.9M +566,238 +28%
CCP
5
Clarkston Capital Partners
Michigan
$202M +$6.91M +80,000 +4%
KP
6
Kiltearn Partners
United Kingdom
$174M +$242K +2,800 +0.2%
SAM
7
Southeastern Asset Management
Tennessee
$165M +$18.7M +215,995 +15%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$149M -$7.69M -89,089 -6%
State Street
9
State Street
Massachusetts
$148M -$4.18M -48,415 -3%
AACR
10
ACR Alpine Capital Research
Missouri
$145M -$2M -23,189 -2%
SCM
11
Spyglass Capital Management
California
$139M +$19M +219,473 +19%
LAM
12
Lyrical Asset Management
New York
$105M +$3.01M +34,880 +3%
LCP
13
LGT Capital Partners
Switzerland
$104M -$30.1M -348,130 -25%
AI
14
Ariel Investments
Illinois
$80.5M +$3.63M +42,033 +6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$78M -$1.94M -22,487 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$59.8M +$1.9M +22,058 +4%
JAM
17
Jupiter Asset Management
United Kingdom
$51.2M -$4.48M -51,880 -9%
Charles Schwab
18
Charles Schwab
California
$49.1M +$10.3M +118,827 +33%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$47.3M -$6.24M -72,285 -13%
Norges Bank
20
Norges Bank
Norway
$40.8M -$5.7M -66,014 -14%
OAM
21
Oppenheimer Asset Management
New York
$40.4M -$1.2M -13,939 -3%
Northern Trust
22
Northern Trust
Illinois
$39.7M +$17.4K +202 +0.1%
Victory Capital Management
23
Victory Capital Management
Texas
$36.7M -$445K -5,153 -1%
Prudential Financial
24
Prudential Financial
New Jersey
$36.2M -$31.6M -365,532 -51%
HA
25
HHLR Advisors
Cayman Islands
$34.1M

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.