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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
251
Jackson Wealth Management
Florida
$409K +$1.57K +11 +0.4%
MSRPS
252
Maryland State Retirement & Pension System
Maryland
$408K -$58.5K -409 -13%
ATC
253
Argent Trust Co
Tennessee
$401K +$383K +2,676 New
AI
254
AdvisorShares Investments
Maryland
$401K -$8.59K -60 -2%
Mariner
255
Mariner
Kansas
$400K +$38.6K +270 +11%
RVPG
256
Relative Value Partners Group
$381K
CGH
257
Crossmark Global Holdings
Texas
$376K -$86.7K -606 -18%
HA
258
Harbor Advisors
Florida
$375K
PCM
259
Prelude Capital Management
New York
$371K -$1.64M -11,491 -82%
Citadel Advisors
260
Citadel Advisors
Florida
$369K -$15.2M -106,325 -98%
HighTower Advisors
261
HighTower Advisors
Illinois
$367K +$353K +2,466 New
QT
262
Quantbot Technologies
New York
$365K +$261K +1,821 +296%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$365K -$2.72K -19 -0.8%
OR
264
Olympiad Research
Connecticut
$358K +$342K +2,387 New
Creative Planning
265
Creative Planning
Kansas
$357K +$130K +906 +62%
CAM
266
Cubic Asset Management
Massachusetts
$356K
PA
267
Procyon Advisors
Connecticut
$352K -$69.7K -487 -17%
CCM
268
Coldstream Capital Management
Washington
$346K +$8.45K +59 +3%
TI
269
Trexquant Investment
Connecticut
$343K -$2.48M -17,324 -88%
BONH
270
Bank of New Hampshire
New Hampshire
$328K -$8.02K -56 -2%
Cetera Investment Advisers
271
Cetera Investment Advisers
Illinois
$317K -$8.3K -58 -3%
ProShare Advisors
272
ProShare Advisors
Maryland
$316K -$18.9K -132 -6%
GC
273
Guggenheim Capital
Illinois
$307K +$40.8K +285 +16%
M&T Bank
274
M&T Bank
New York
$295K +$573 +4 +0.2%
CCA
275
Cadent Capital Advisors
Oklahoma
$287K -$11.9K -83 -4%

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.