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Affiliated Managers Group

400 hedge funds and large institutions have $5.09B invested in Affiliated Managers Group in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+19
Holders Change %
+4.99%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
60
Increased
118
Reduced
151
Closed
35
Calls
$4.15M
Puts
$2.53M
Net Calls
+$1.62M
Net Calls Change
+$6.17M
Name Holding Trade Value Shares
Change
Shares
Change %
IIC
251
Ironwood Investment Counsel
Arizona
$421K -$128K -765 -23%
HighTower Advisors
252
HighTower Advisors
Illinois
$419K -$108K -625 -21%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$419K +$8.05K +48 +2%
HA
254
Harbor Advisors
Florida
$419K
SSWM
255
Sheets Smith Wealth Management
North Carolina
$411K +$411K +2,454 New
RVPG
256
Relative Value Partners Group
$407K
GAM
257
Guinness Asset Management
United Kingdom
$406K -$48.9K -292 -11%
CAN
258
Cetera Advisor Networks
California
$396K -$13.6K -81 -3%
CCM
259
Coldstream Capital Management
Washington
$395K +$7.87K +47 +2%
BMCM
260
Burns Matteson Capital Management
New York
$395K +$395K +2,360 New
PA
261
Procyon Advisors
Connecticut
$394K
CAM
262
Cubic Asset Management
Massachusetts
$390K
GF
263
Gabelli Funds
New York
$377K +$377K +2,250 New
National Bank of Canada
264
National Bank of Canada
Quebec, Canada
$371K
AFG
265
Allegheny Financial Group
Pennsylvania
$370K +$85.9K +513 +30%
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$368K -$845K -5,043 -70%
SDIC
267
South Dakota Investment Council
South Dakota
$366K -$50.2K -300 -12%
AM
268
AGF Management
Ontario, Canada
$366K +$366K +2,183 New
UCFA
269
United Capital Financial Advisors
Texas
$358K -$24.3K -145 -6%
VF
270
Virtu Financial
New York
$353K +$353K +2,106 New
FRM
271
Fox Run Management
Connecticut
$340K -$818K -4,887 -71%
PCM
272
Prelude Capital Management
New York
$336K +$336K +2,009 New
RJFSA
273
Raymond James Financial Services Advisors
Florida
$332K +$44.7K +267 +16%
CC
274
Centiva Capital
New York
$322K -$523K -3,121 -62%
M&T Bank
275
M&T Bank
New York
$321K -$44.4K -265 -12%