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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Securian Asset Management
Minnesota
$410K -$18.7K -100 -4%
IIC
252
Ironwood Investment Counsel
Arizona
$410K -$28K -150 -6%
SDIC
253
South Dakota Investment Council
South Dakota
$405K
AWM
254
AE Wealth Management
Kansas
$398K +$181K +970 +82%
GT
255
Glenmede Trust
Pennsylvania
$398K +$373 +2 +0.1%
UCFA
256
United Capital Financial Advisors
Texas
$386K -$10.3K -55 -3%
HW
257
Hancock Whitney
Mississippi
$357K -$6.16K -33 -2%
RWM
258
Ritholtz Wealth Management
New York
$347K +$94.1K +504 +37%
EAM
259
Empirical Asset Management
Massachusetts
$347K +$35.2M +188,568 +10,523%
M&T Bank
260
M&T Bank
New York
$345K -$4.11K -22 -1%
CGH
261
Crossmark Global Holdings
Texas
$341K -$182K -977 -35%
PA
262
Procyon Advisors
Connecticut
$337K -$99.1K -531 -23%
GT
263
Greenleaf Trust
Michigan
$334K +$2.05K +11 +0.6%
HKAM
264
Horizon Kinetics Asset Management
New York
$328K +$78.9K +423 +31%
EWA
265
EP Wealth Advisors
California
$326K +$56.7K +304 +21%
CC
266
Callan Capital
California
$321K -$59.5K -319 -16%
LAM
267
L2 Asset Management
Massachusetts
$314K +$6.53K +35 +2%
HF
268
HRT Financial
New York
$307K -$13.7M -73,194 -98%
DWT
269
Dorsey & Whitney Trust
South Dakota
$304K -$2.24K -12 -0.7%
URS
270
Utah Retirement Systems
Utah
$296K -$18.7K -100 -6%
IP
271
Investment Partners
Ohio
$293K
MSRPS
272
Maryland State Retirement & Pension System
Maryland
$290K -$48.1K -258 -14%
CL
273
Choreo LLC
Illinois
$288K -$144K -773 -33%
ECM
274
Evergreen Capital Management
Washington
$280K +$2.8K +15 +1%
SAM
275
Shell Asset Management
Netherlands
$278K -$746 -4 -0.3%

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.