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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$637K +$27.2K +160 +5%
KIM
227
Kestra Investment Management
Texas
$637K +$609K +3,585 New
LPL Financial
228
LPL Financial
California
$635K -$14.9K -88 -2%
RGI
229
River Global Investors
United Kingdom
$627K +$55.7K +328 +10%
YIH
230
Y-Intercept (HK)
Hong Kong
$626K -$656K -3,864 -52%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$609K
WGAM
232
Wilkinson Global Asset Management
New York
$605K -$34K -200 -6%
HIM
233
Hillsdale Investment Management
Ontario, Canada
$603K -$59.4K -350 -9%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$575K -$89.9K -529 -14%
CIC
235
Cornercap Investment Counsel
Georgia
$574K -$627K -3,690 -53%
CIP
236
Cornerstone Investment Partners
Georgia
$569K +$16.3K +96 +3%
Squarepoint
237
Squarepoint
New York
$559K +$534K +3,146 New
OTL
238
Oak Thistle LLC
New York
$554K -$277K -1,630 -34%
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$543K +$529K +3,117 New
AI
240
Atria Investments
North Carolina
$540K +$516K +3,036 New
Stifel Financial
241
Stifel Financial
Missouri
$532K -$236K -1,390 -32%
RCM
242
Radnor Capital Management
Pennsylvania
$528K
VA
243
Vident Advisory
Georgia
$516K -$31.4K -185 -6%
AFG
244
Allegheny Financial Group
Pennsylvania
$516K +$46.4K +273 +10%
FRM
245
Fox Run Management
Connecticut
$505K +$76.6K +451 +19%
Cetera Investment Advisers
246
Cetera Investment Advisers
Illinois
$503K +$33.3K +196 +7%
FC
247
Forte Capital
New York
$502K +$84.6K +498 +21%
CGH
248
Crossmark Global Holdings
Texas
$502K +$155K +912 +48%
GF
249
Gabelli Funds
New York
$489K +$84.9K +500 +22%
LAM
250
LECAP Asset Management
United Kingdom
$484K -$837K -4,930 -64%

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.