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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
EIG
1
EdgePoint Investment Group
Ontario, Canada
$1.09B -$45.1M -283,026 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$568M -$4.76M -29,845 -0.8%
BlackRock
3
BlackRock
New York
$543M -$50.6M -317,072 -8%
ACM
4
Atlanta Capital Management
Georgia
$356M -$40.1M -251,601 -10%
CCP
5
Clarkston Capital Partners
Michigan
$298M -$8.72M -54,675 -3%
KP
6
Kiltearn Partners
United Kingdom
$234M -$24.8M -155,700 -9%
SCM
7
Spyglass Capital Management
California
$233M +$7.42M +46,515 +3%
SAM
8
Southeastern Asset Management
Tennessee
$233M +$38.3M +240,196 +19%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$231M +$6.39M +40,032 +3%
State Street
10
State Street
Massachusetts
$214M +$5.3M +33,255 +2%
LAM
11
Lyrical Asset Management
New York
$156M -$15.3M -95,935 -9%
AI
12
Ariel Investments
Illinois
$128M +$299K +1,876 +0.2%
JP Morgan Chase
13
JP Morgan Chase
New York
$117M +$82.4M +516,751 +213%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$115M -$3.63M -22,770 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$88.4M -$1.27M -7,943 -1%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$76.6M +$19.1M +119,734 +32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$67.8M -$1.36M -8,557 -2%
JAM
18
Jupiter Asset Management
United Kingdom
$63.8M -$9.08M -56,907 -12%
Northern Trust
19
Northern Trust
Illinois
$59.3M -$1.19M -7,430 -2%
Norges Bank
20
Norges Bank
Norway
$57.4M -$4.65M -29,182 -7%
Victory Capital Management
21
Victory Capital Management
Texas
$56.2M +$331K +2,078 +0.6%
Charles Schwab
22
Charles Schwab
California
$53.1M -$443K -2,776 -0.8%
HA
23
HHLR Advisors
Cayman Islands
$51.7M
LCP
24
LGT Capital Partners
Switzerland
$51M -$31.3M -196,120 -37%
JVBC
25
J.V. Bruni & Co
Colorado
$48.1M -$1.54M -9,659 -3%

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.