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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$409M
2
CCM
Channing Capital Management
Illinois
+$62.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$18.5M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$239M
2
State Street
State Street
Massachusetts
-$34.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.4M
4
Millennium Management
Millennium Management
New York
-$19.8M
5
PCM
Prana Capital Management
Connecticut
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$397K +$31.5K +208 +9%
VI
252
Vestcor Inc
New Brunswick, Canada
$395K – – –
SAA
253
Southeast Asset Advisors
Georgia
$390K +$390K +2,577 New
HA
254
Harbor Advisors
Florida
$379K – – –
SDIC
255
South Dakota Investment Council
South Dakota
$377K – – –
AWM
256
AE Wealth Management
Kansas
$377K +$377K +2,484 New
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$371K -$24.4K -161 -6%
CAN
258
Cetera Advisor Networks
California
$370K -$2.42K -16 -0.7%
PA
259
Procyon Advisors
Connecticut
$356K -$757 -5 -0.2%
WG
260
Winton Group
United Kingdom
$354K +$88.6K +585 +33%
CAM
261
Cubic Asset Management
Massachusetts
$353K – – –
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$352K +$283K +1,888 +407%
CCM
263
Coldstream Capital Management
Washington
$350K +$8.93K +59 +3%
Verition Fund Management
264
Verition Fund Management
Connecticut
$347K -$20.9K -138 -6%
CGH
265
Crossmark Global Holdings
Texas
$346K -$39.8K -263 -10%
TI
266
Tidal Investments
Wisconsin
$346K -$35K -231 -9%
UCFA
267
United Capital Financial Advisors
Texas
$346K +$346K +2,285 New
MM
268
MQS Management
New York
$342K +$342K +2,259 New
M&T Bank
269
M&T Bank
New York
$331K +$11.2K +74 +4%
EP
270
Edgestream Partners
New Jersey
$317K -$353K -2,333 -53%
CIP
271
Convergence Investment Partners
Florida
$311K +$311K +2,056 New
HI
272
Handelsinvest Investeringsforvaltning
Denmark
$302K +$302K +1,994 New
CCA
273
Cadent Capital Advisors
Oklahoma
$290K – – –
ASN
274
Advisory Services Network
Georgia
$277K -$454 -3 -0.2%
GT
275
Greenleaf Trust
Michigan
$276K +$17.4K +115 +7%
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11
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