Hotchkis & Wiley Capital Management
AMG icon

Hotchkis & Wiley Capital Management’s Affiliated Managers Group AMG Stock Holding History

Hotchkis & Wiley Capital 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
2022
Q4 		– Sell
-38,400
Closed -$4.29M – 494
2022
Q3 		$4.29M Buy
+38,400
New +$4.82M 0.02% 329
2020
Q4 		– Sell
-36,850
Closed -$2.52M – 472
2020
Q3 		$2.52M Buy
+36,850
New +$2.58M 0.01% 331

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return

Hotchkis & Wiley Capital Management's AMG Position: Q4 2022 in Review

Hotchkis & Wiley Capital Management sold out of Affiliated Managers Group (AMG) in Q4 2022, closing a stake of 38,400 shares — an estimated $4.29M sold.

Hotchkis & Wiley Capital Management first reported a position in AMG in Q3 2020 and held it in 2 quarters. The position peaked at $4.29M in Q3 2022. 366 funds tracked by Wall St. Rank hold AMG as of Q4 2022.

  • Hotchkis & Wiley Capital Management reported no remaining Affiliated Managers Group position as of Q4 2022 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 38,400 Affiliated Managers Group shares in Q4 2022, an estimated $4.29M.
  • Hotchkis & Wiley Capital Management first reported a position in Affiliated Managers Group in Q3 2020 and held it in 2 quarters.
  • Hotchkis & Wiley Capital Management's Affiliated Managers Group position peaked at $4.29M in Q3 2022.
  • 366 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q4 2022.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.