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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$409M
2
CCM
Channing Capital Management
Illinois
+$62.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$18.5M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$239M
2
State Street
State Street
Massachusetts
-$34.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.4M
4
Millennium Management
Millennium Management
New York
-$19.8M
5
PCM
Prana Capital Management
Connecticut
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Prudential plc
United Kingdom
$569K +$569K +3,761 New
HIM
227
Hillsdale Investment Management
Ontario, Canada
$568K -$7.57K -50 -1%
LWAM
228
Legacy Wealth Asset Management
Minnesota
$564K +$8.33K +55 +1%
WF
229
Welch & Forbes
Massachusetts
$553K – – –
RC
230
RBF Capital
California
$545K – – –
US Bancorp
231
US Bancorp
Minnesota
$522K +$93.9K +620 +22%
IIC
232
Ironwood Investment Counsel
Arizona
$497K -$30.3K -200 -6%
GW
233
GW & Wade
Massachusetts
$488K – – –
QCM
234
Quantinno Capital Management
New York
$488K +$153K +1,013 +46%
TI
235
Trexquant Investment
Connecticut
$477K +$477K +3,153 New
RCM
236
Radnor Capital Management
Pennsylvania
$472K -$90.8K -600 -16%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$471K -$178K -1,176 -27%
CIP
238
Cornerstone Investment Partners
Georgia
$470K – – –
LPL Financial
239
LPL Financial
California
$469K +$28.9K +191 +7%
HighTower Advisors
240
HighTower Advisors
Illinois
$460K -$88.9K -587 -16%
CRC
241
Curi RMB Capital
Illinois
$454K -$151K -1,000 -25%
Arrowstreet Capital
242
Arrowstreet Capital
Massachusetts
$450K +$450K +2,973 New
FC
243
FORA Capital
Florida
$439K +$439K +2,902 New
DekaBank Deutsche Girozentrale
244
DekaBank Deutsche Girozentrale
Germany
$436K – – –
EI
245
Ethic Inc
New York
$436K +$436K +2,877 New
SAM
246
Securian Asset Management
Minnesota
$432K -$17.4K -115 -4%
NRD
247
Nebula Research & Development
New York
$430K +$430K +2,843 New
RVPG
248
Relative Value Partners Group
$414K +$1.82K +12 +0.4%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$412K – – –
GAM
250
Guinness Asset Management
United Kingdom
$411K -$2.73K -18 -0.7%
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