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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
EIG
1
EdgePoint Investment Group
Ontario, Canada
$961M -$183M -1,091,974 -16%
BlackRock
2
BlackRock
New York
$607M +$44.2M +263,316 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$595M -$1.46M -8,713 -0.2%
ACM
4
Atlanta Capital Management
Georgia
$388M +$2.14M +12,773 +0.5%
CCP
5
Clarkston Capital Partners
Michigan
$268M -$38.6M -230,035 -12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$258M +$1.36M +8,128 +0.5%
SAM
7
Southeastern Asset Management
Tennessee
$253M -$10.5M -62,600 -4%
SCM
8
Spyglass Capital Management
California
$241M -$19M -113,049 -7%
KP
9
Kiltearn Partners
United Kingdom
$230M -$5.84M -34,845 -2%
State Street
10
State Street
Massachusetts
$214M +$2.31M +13,758 +1%
AI
11
Ariel Investments
Illinois
$148M +$9.2M +54,839 +7%
LAM
12
Lyrical Asset Management
New York
$142M -$15.1M -89,797 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$134M +$3.38M +20,179 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$121M -$1.04M -6,198 -0.8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$89.5M -$1.7M -10,162 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$74.1M -$31.4K -187 -0%
Northern Trust
17
Northern Trust
Illinois
$62M +$831K +4,953 +1%
JAM
18
Jupiter Asset Management
United Kingdom
$60.2M -$5.25M -31,312 -8%
Norges Bank
19
Norges Bank
Norway
$60.2M +$846K +5,045 +1%
Victory Capital Management
20
Victory Capital Management
Texas
$59.3M -$483K -2,883 -0.8%
Charles Schwab
21
Charles Schwab
California
$56.5M -$15.4K -92 -0%
HA
22
HHLR Advisors
Cayman Islands
$55.1M
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$55M -$22M -131,230 -28%
JVBC
24
J.V. Bruni & Co
Colorado
$51.3M +$174K +1,039 +0.3%
Principal Financial Group
25
Principal Financial Group
Iowa
$48.1M +$25.2M +150,170 +105%

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.