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David Shaw’s Affiliated Managers Group AMG Stock Holding History

David Shaw’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
2021
Q4 		– Sell
-12,800
Closed -$1.93M – 5363
2021
Q3 		$1.93M Buy
+12,800
New +$2.1M ﹤0.01% 3060
2020
Q2 		– Sell
-12,200
Closed -$722K – 3965
2020
Q1 		$722K Buy
12,200
+8,600
+239% +$644K ﹤0.01% 2984
2019
Q4 		$305K Sell
3,600
-18,000
-83% -$1.48M ﹤0.01% 3619
2019
Q3 		$1.8M Sell
21,600
-13,200
-38% -$1.1M ﹤0.01% 2436
2019
Q2 		$3.21M Buy
34,800
+21,700
+166% +$2.13M ﹤0.01% 1914
2019
Q1 		$1.4M Sell
13,100
-18,600
-59% -$1.98M ﹤0.01% 2394
2018
Q4 		$3.09M Sell
31,700
-15,000
-32% -$1.69M ﹤0.01% 1833
2018
Q3 		$6.38M Buy
46,700
+25,200
+117% +$3.72M 0.01% 1411
2018
Q2 		$3.2M Buy
21,500
+11,500
+115% +$1.9M ﹤0.01% 1867
2018
Q1 		$1.9M Buy
10,000
+5,400
+117% +$1.05M ﹤0.01% 2089
2017
Q4 		$944K Buy
+4,600
New +$891K ﹤0.01% 2611
2016
Q4 		– Sell
-10,000
Closed -$1.45M – 3414
2016
Q3 		$1.45M Buy
+10,000
New +$1.43M ﹤0.01% 2147
2016
Q2 		– Sell
-37,200
Closed -$6.04M – 3326
2016
Q1 		$6.04M Sell
37,200
-11,200
-23% -$1.56M 0.01% 1154
2015
Q4 		$7.73M Buy
48,400
+47,200
+3,933% +$8.11M 0.01% 1114
2015
Q3 		$205K Buy
+1,200
New +$236K ﹤0.01% 3490
2014
Q2 		– Sell
-30,000
Closed -$6M – 4151
2014
Q1 		$6M Sell
30,000
-30,300
-50% -$5.95M 0.01% 1436
2013
Q4 		$13.1M Buy
60,300
+18,300
+44% +$3.65M 0.02% 941
2013
Q3 		$7.67M Buy
42,000
+1,900
+5% +$337K 0.01% 1233
2013
Q2 		$6.57M Buy
+40,100
New +$6.34M 0.01% 1167

Other funds holding AMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

David Shaw's AMG Position: Q2 2026 in Review

David Shaw increased its Affiliated Managers Group (AMG) stake by 9.1% in Q2 2026, buying an estimated $1.11M and bringing the position to 42,839 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #1533.

David Shaw first reported a position in AMG in Q2 2013 and has held it in 50 quarters since. The position peaked at $45.6M in Q4 2023. 560 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • David Shaw held 42,839 shares of Affiliated Managers Group worth $14.5M as of Q2 2026.
  • David Shaw bought 3,578 Affiliated Managers Group shares in Q2 2026, an estimated $1.11M.
  • Affiliated Managers Group made up 0.01% of David Shaw's portfolio in Q2 2026, its #1533 holding.
  • David Shaw first reported a position in Affiliated Managers Group in Q2 2013 and has held it in 50 quarters since.
  • David Shaw's Affiliated Managers Group position peaked at $45.6M in Q4 2023.
  • 560 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.