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Affiliated Managers Group

334 hedge funds and large institutions have $5.28B invested in Affiliated Managers Group in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 129

1.42% less ownership

Funds ownership: 96.49%95.08% (-1.4%)

8% less funds holding

Funds holding: 364334 (-30)

18% less capital invested

Capital invested by funds: $6.41B → $5.28B (-$1.14B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

49% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 55

57% less call options, than puts

Call options by funds: $887K | Put options by funds: $2.06M

Holders
334
Holders Change
-30
Holders Change %
-8.24%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
28
Increased
118
Reduced
129
Closed
55
Calls
$887K
Puts
$2.06M
Net Calls
-$1.17M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$714M -$111M -771,442 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$514M +$4.36M +30,330 +0.8%
BlackRock
3
BlackRock
New York
$493M -$27.2M -189,183 -5%
ACM
4
Atlanta Capital Management
Georgia
$337M +$5.3M +36,894 +2%
SAM
5
Southeastern Asset Management
Tennessee
$250M +$34.2M +238,069 +15%
CCP
6
Clarkston Capital Partners
Michigan
$236M +$6.71M +46,720 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$229M +$7.71M +53,651 +3%
State Street
8
State Street
Massachusetts
$191M +$7.78M +54,161 +4%
KP
9
Kiltearn Partners
United Kingdom
$183M -$14.7M -102,200 -7%
SCM
10
Spyglass Capital Management
California
$156M -$51.5M -358,127 -24%
AI
11
Ariel Investments
Illinois
$132M +$5.69M +39,576 +4%
LAM
12
Lyrical Asset Management
New York
$127M +$5.47M +38,081 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$106M +$2.36M +16,444 +2%
JP Morgan Chase
14
JP Morgan Chase
New York
$90M -$25.6M -178,145 -22%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$74.2M -$2.62M -18,205 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$63.1M -$420K -2,922 -0.6%
Northern Trust
17
Northern Trust
Illinois
$54.1M +$1.02M +7,134 +2%
Norges Bank
18
Norges Bank
Norway
$50.3M -$1.34M -9,297 -3%
Charles Schwab
19
Charles Schwab
California
$50.2M +$1.86M +12,918 +4%
JAM
20
Jupiter Asset Management
United Kingdom
$49.8M -$1.76M -12,219 -3%
Amundi
21
Amundi
France
$48.9M +$8.68M +60,381 +20%
Victory Capital Management
22
Victory Capital Management
Texas
$45.5M +$223K +1,555 +0.4%
Citadel Advisors
23
Citadel Advisors
Florida
$45M +$45.5M +317,021 +12,625%
JVBC
24
J.V. Bruni & Co
Colorado
$44.3M +$294K +2,047 +0.7%
Principal Financial Group
25
Principal Financial Group
Iowa
$38.5M -$2.77M -19,311 -7%

AMG Hedge Fund Activity: Q1 2022 in Review

334 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2022, worth a combined $5.28B — down 18% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of AMG and 28 opened new positions — a net loss of 27 holders — while 129 trimmed existing stakes and 118 added.

The largest buyer was Citadel Advisors, adding an estimated $45.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $111M.

  • 334 institutional investors held Affiliated Managers Group (AMG) as of Q1 2022, down from 364 in Q4 2021.
  • Funds reported $5.28B of Affiliated Managers Group stock for Q1 2022, down 18% quarter-over-quarter.
  • 28 funds opened new Affiliated Managers Group positions in Q1 2022 and 55 closed out, a net change of -27 holders.
  • The largest Affiliated Managers Group buyer in Q1 2022 was Citadel Advisors, an estimated $45.5M added.
  • The largest Affiliated Managers Group seller in Q1 2022 was EdgePoint Investment Group, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2022.