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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
EIG
1
EdgePoint Investment Group
Ontario, Canada
$1.09B -$121M -927,663 -11%
BlackRock
2
BlackRock
New York
$572M +$6.83M +52,240 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$553M -$16.3M -124,424 -3%
ACM
4
Atlanta Capital Management
Georgia
$382M -$3.21M -24,587 -1%
CCP
5
Clarkston Capital Partners
Michigan
$296M -$606K -4,635 -0.2%
KP
6
Kiltearn Partners
United Kingdom
$249M -$5.44M -41,600 -2%
SCM
7
Spyglass Capital Management
California
$218M +$12.8M +97,590 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$217M -$595K -4,553 -0.3%
State Street
9
State Street
Massachusetts
$202M -$13.1M -100,175 -7%
SAM
10
Southeastern Asset Management
Tennessee
$189M -$45.3M -346,782 -21%
LAM
11
Lyrical Asset Management
New York
$165M +$9.31M +71,211 +7%
AI
12
Ariel Investments
Illinois
$123M +$4.46M +34,149 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$114M -$206K -1,574 -0.2%
AACR
14
ACR Alpine Capital Research
Missouri
$87M -$110M -838,250 -59%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$86.6M -$879K -6,721 -1%
LCP
16
LGT Capital Partners
Switzerland
$78.5M -$64.4M -492,244 -48%
JAM
17
Jupiter Asset Management
United Kingdom
$70.1M -$4.25M -32,535 -6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$66.8M -$2.22M -17,004 -4%
Norges Bank
19
Norges Bank
Norway
$59.8M +$59.2K +453 +0.1%
Northern Trust
20
Northern Trust
Illinois
$58.4M +$288K +2,206 +0.6%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$56.1M +$31.9M +244,373 +185%
Victory Capital Management
22
Victory Capital Management
Texas
$54M +$230K +1,762 +0.5%
Charles Schwab
23
Charles Schwab
California
$51.8M -$17.7M -135,575 -28%
HA
24
HHLR Advisors
Cayman Islands
$49.9M
Goldman Sachs
25
Goldman Sachs
New York
$48.8M +$7.53M +57,579 +21%

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.