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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
226
Legacy Wealth Asset Management
Minnesota
$539K +$11.2K +79 +2%
CIC
227
Cornercap Investment Counsel
Georgia
$525K -$63.1K -446 -12%
Susquehanna International Group
228
Susquehanna International Group
Pennsylvania
$525K -$460K -3,251 -50%
GAM
229
Guinness Asset Management
United Kingdom
$519K
MSRPS
230
Maryland State Retirement & Pension System
Maryland
$496K
CIP
231
Cornerstone Investment Partners
Georgia
$493K
PA
232
Procyon Advisors
Connecticut
$490K
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
$476K -$10.5K -74 -2%
ZCA
234
Zeke Capital Advisors
Pennsylvania
$476K +$425K +3,002 New
TRIA
235
Trail Ridge Investment Advisors
Colorado
$470K
US Bancorp
236
US Bancorp
Minnesota
$466K -$4.38K -31 -1%
QC
237
Quadrature Capital
United Kingdom
$442K +$394K +2,787 New
AI
238
AdvisorShares Investments
Maryland
$438K +$391K +2,765 New
KI
239
Kula Investments
Illinois
$410K +$366K +2,587 New
RVPG
240
Relative Value Partners Group
$402K
HA
241
Harbor Advisors
Florida
$396K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$394K +$4.24K +30 +1%
BAM
243
Belpointe Asset Management
Nevada
$389K +$347K +2,454 New
Verition Fund Management
244
Verition Fund Management
Connecticut
$376K +$336K +2,376 New
CAM
245
Cubic Asset Management
Massachusetts
$376K -$207K -1,460 -38%
BONH
246
Bank of New Hampshire
New Hampshire
$364K -$101K -716 -24%
CCM
247
Coldstream Capital Management
Washington
$359K +$321K +2,266 New
CCA
248
Cadent Capital Advisors
Oklahoma
$348K
Mariner
249
Mariner
Kansas
$343K +$14.6K +103 +5%
AC
250
AXQ Capital
New Jersey
$326K +$291K +2,057 New

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.