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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
226
Stifel Financial
Missouri
$541K -$12.9K -69 -2%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$536K +$13.1K +70 +2%
VA
228
Vident Advisory
Georgia
$533K -$3.92K -21 -0.7%
FC
229
Forte Capital
New York
$528K +$5.97K +32 +1%
YIH
230
Y-Intercept (HK)
Hong Kong
$526K -$125K -671 -19%
GF
231
Gabelli Funds
New York
$518K +$9.14K +49 +2%
AI
232
Atria Investments
North Carolina
$512K -$49.5K -265 -9%
OTL
233
Oak Thistle LLC
New York
$507K -$70K -375 -12%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$503K -$132K -707 -21%
EGM
235
Engineers Gate Manager
New York
$502K -$4.51M -24,151 -90%
Truist Financial
236
Truist Financial
North Carolina
$499K +$68.3K +366 +16%
AI
237
AdvisorShares Investments
Maryland
$498K
P
238
&Partners
Tennessee
$492K +$106K +568 +28%
Asset Management One
239
Asset Management One
Japan
$486K -$1.49M -8,006 -76%
HighTower Advisors
240
HighTower Advisors
Illinois
$484K +$65.5K +351 +15%
RC
241
RBF Capital
California
$481K -$187K -1,000 -28%
GI
242
GAMCO Investors
Connecticut
$481K -$18.7K -100 -4%
HA
243
Harbor Advisors
Florida
$462K
CCM
244
Coldstream Capital Management
Washington
$455K -$3.73K -20 -0.8%
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$455K -$1.66M -8,921 -78%
OTPPB
246
Ontario Teachers' Pension Plan Board
Ontario, Canada
$452K +$8.21K +44 +2%
TRCT
247
Tower Research Capital (TRC)
New York
$444K +$187K +1,002 +72%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$442K +$3.92K +21 +0.9%
Lazard Asset Management
249
Lazard Asset Management
New York
$441K -$3.81M -20,424 -90%
VI
250
Vestcor Inc
New Brunswick, Canada
$415K +$419K +2,243 New

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.