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Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
226
Cubist Systematic Strategies
Connecticut
$575K -$6.09M -38,245 -91%
FP
227
Foundry Partners
Minnesota
$574K +$584K +3,671 New
LPL Financial
228
LPL Financial
California
$571K -$38.1K -239 -6%
CWM
229
Congress Wealth Management
Massachusetts
$569K +$580K +3,642 New
PAS
230
Point72 Asia (Singapore)
Singapore
$569K +$508K +3,191 +709%
WF
231
Welch & Forbes
Massachusetts
$566K
RC
232
RBF Capital
California
$562K
WGAM
233
Wilkinson Global Asset Management
New York
$562K
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$552K +$43.3K +272 +8%
US Bancorp
235
US Bancorp
Minnesota
$535K -$2.23K -14 -0.4%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$535K
I
237
InceptionR
California
$516K +$249K +1,565 +90%
RGI
238
River Global Investors
United Kingdom
$500K -$14.5K -91 -3%
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$489K +$128K +805 +34%
CIP
240
Cornerstone Investment Partners
Georgia
$485K -$2.55K -16 -0.5%
VA
241
Vident Advisory
Georgia
$483K -$79.1K -497 -14%
BC
242
Bridgefront Capital
Texas
$480K +$489K +3,072 New
RCM
243
Radnor Capital Management
Pennsylvania
$464K -$23.9K -150 -5%
Osaic Holdings
244
Osaic Holdings
Arizona
$452K +$359K +2,256 +354%
CIS
245
Custom Index Systems
New York
$451K -$23.6K -148 -5%
QCM
246
Qsemble Capital Management
New York
$451K +$459K +2,884 New
AI
247
AdvisorShares Investments
Maryland
$445K -$20.4K -128 -4%
BC
248
Burney Company
Virginia
$434K
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$425K +$35K +220 +9%
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$425K

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.