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Brant Point Investment Management’s Affiliated Managers Group AMG Stock Holding History

Brant Point Investment Management’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-10,300
Closed -$1.45M – 135
2016
Q2 		$1.45M Buy
10,300
+2,100
+26% +$344K 0.14% 122
2016
Q1 		$1.33M Buy
+8,200
New +$1.14M 0.14% 112
2014
Q4 		– Sell
-10,000
Closed -$2M – 140
2014
Q3 		$2M Buy
+10,000
New +$2.04M 0.19% 105

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brant Point Investment Management's AMG Position: Q1 2026 in Review

Brant Point Investment Management reduced its Affiliated Managers Group (AMG) stake by 69% in Q1 2026, selling an estimated $5.23M and leaving 7,642 shares worth $2.11M. The position accounts for 0.27% of the portfolio, ranked #91.

Brant Point Investment Management first reported a position in AMG in Q2 2013 and has held it in 28 quarters since. The position peaked at $18.3M in Q4 2014. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • Brant Point Investment Management held 7,642 shares of Affiliated Managers Group worth $2.11M as of Q1 2026.
  • Brant Point Investment Management sold 17,358 Affiliated Managers Group shares in Q1 2026, an estimated $5.23M.
  • Affiliated Managers Group made up 0.27% of Brant Point Investment Management's portfolio in Q1 2026, its #91 holding.
  • Brant Point Investment Management first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 28 quarters since.
  • Brant Point Investment Management's Affiliated Managers Group position peaked at $18.3M in Q4 2014.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on Brant Point Investment Management's 13F filing for Q1 2026, filed 14 May 2026.