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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
251
Guggenheim Capital
Illinois
$484K +$203K +1,197 +79%
GI
252
GAMCO Investors
Connecticut
$480K +$170K +1,000 +59%
AI
253
AdvisorShares Investments
Maryland
$479K -$30.2K -178 -6%
HA
254
Harbor Advisors
Florida
$445K
PP
255
Paloma Partners
Connecticut
$445K +$425K +2,500 New
CCM
256
Coldstream Capital Management
Washington
$442K +$20K +118 +5%
PTC
257
Petrus Trust Company
Texas
$435K -$339K -1,998 -45%
OTPPB
258
Ontario Teachers' Pension Plan Board
Ontario, Canada
$426K
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$421K -$21.2K -125 -5%
IIC
260
Ironwood Investment Counsel
Arizona
$420K -$21.2K -125 -5%
PA
261
Procyon Advisors
Connecticut
$418K
Truist Financial
262
Truist Financial
North Carolina
$415K -$4.4M -25,877 -92%
SAM
263
Securian Asset Management
Minnesota
$412K -$37.9K -223 -9%
FCM
264
FJ Capital Management
Virginia
$409K -$300K -1,769 -43%
CL
265
Choreo LLC
Illinois
$409K +$395K +2,325 New
HighTower Advisors
266
HighTower Advisors
Illinois
$408K +$7.81K +46 +2%
SDIC
267
South Dakota Investment Council
South Dakota
$389K
GT
268
Glenmede Trust
Pennsylvania
$382K +$108K +637 +42%
UCFA
269
United Capital Financial Advisors
Texas
$381K +$25.8K +152 +8%
CC
270
Callan Capital
California
$366K +$29.4K +173 +9%
P
271
&Partners
Tennessee
$363K +$346K +2,039 New
GAM
272
Guinness Asset Management
United Kingdom
$357K -$38.9K -229 -10%
HW
273
Hancock Whitney
Mississippi
$349K -$4.42K -26 -1%
PD
274
Point72 (DIFC)
United Arab Emirates
$349K -$53.7K -316 -14%
M&T Bank
275
M&T Bank
New York
$336K +$2.72K +16 +0.9%

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.