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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
Cetera Investment Advisers
251
Cetera Investment Advisers
Illinois
$319K +$284K +2,011 New
M&T Bank
252
M&T Bank
New York
$317K +$283K +2,001 New
CL
253
CSS LLC
Illinois
$317K +$283K +2,000 New
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$311K +$278K +1,964 New
SCM
255
Shelton Capital Management
Colorado
$303K -$17.4K -123 -6%
Allspring Global Investments
256
Allspring Global Investments
North Carolina
$298K -$462K -3,267 -63%
TI
257
Tidal Investments
Wisconsin
$297K +$266K +1,877 New
LP
258
LMR Partners
United Kingdom
$291K +$259K +1,834 New
ASN
259
Advisory Services Network
Georgia
$289K
NB
260
Nicolet Bankshares
Wisconsin
$286K -$3.82K -27 -1%
GT
261
Greenleaf Trust
Michigan
$285K +$254K +1,796 New
SW
262
SVB Wealth
Massachusetts
$283K +$253K +1,789 New
KCM
263
Kendall Capital Management
Maryland
$274K +$245K +1,730 New
Corient Private Wealth
264
Corient Private Wealth
Florida
$270K +$241K +1,704 New
ACM
265
Aquatic Capital Management
Illinois
$269K +$113K +800 +89%
VanEck Associates
266
VanEck Associates
New York
$267K +$238K +1,683 New
CIBC World Market
267
CIBC World Market
Ontario, Canada
$263K -$70K -495 -23%
CAN
268
Cetera Advisor Networks
California
$257K +$229K +1,622 New
GW
269
GW & Wade
Massachusetts
$252K +$225K +1,590 New
RJFSA
270
Raymond James Financial Services Advisors
Florida
$239K +$213K +1,509 New
PA
271
Profund Advisors
Maryland
$236K +$211K +1,492 New
Walleye Trading
272
Walleye Trading
New York
$231K -$71.2K -503 -26%
WCM
273
Wedge Capital Management
North Carolina
$230K +$206K +1,453 New
SAM
274
Shell Asset Management
Netherlands
$223K -$42.2K -298 -17%
GCM
275
Gallacher Capital Management
Colorado
$222K +$198K +1,401 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.