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Affiliated Managers Group

309 hedge funds and large institutions have $4.31B invested in Affiliated Managers Group in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.12M

0.68% more ownership

Funds ownership: 95.08%95.76% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less funds holding

Funds holding: 334309 (-25)

18% less capital invested

Capital invested by funds: $5.28B → $4.31B (-$972M)

20% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 127

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

Holders
309
Holders Change
-25
Holders Change %
-7.49%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
30
Increased
101
Reduced
127
Closed
49
Calls
$1.21M
Puts
$1.12M
Net Calls
+$93K
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
276
Simplex Trading
Illinois
$4K -$506K -3,934 -99%
ADL
277
Asset Dedication LLC
California
$4K
WBC
278
West Branch Capital
Massachusetts
$4K
VCM
279
Vigilant Capital Management
Maine
$3K -$1.93K -15 -35%
CA
280
Crewe Advisors
Utah
$3K -$772 -6 -17%
CA
281
Clearstead Advisors
Ohio
$3K
SC
282
Schubert & Co
Texas
$3K +$1.8K +14 +127%
JWA
283
JFS Wealth Advisors
Pennsylvania
$2K -$2.57K -20 -59%
CWP
284
Concord Wealth Partners
Virginia
$2K
CFD
285
Creative Financial Designs
Indiana
$2K
EARNEST Partners
286
EARNEST Partners
Georgia
$2K
FF
287
FourThought Financial
Florida
$2K
LPWM
288
Lake Point Wealth Management
Texas
$2K
ZIG
289
Zullo Investment Group
Pennsylvania
$2K
GWS
290
Glassman Wealth Services
Virginia
$2K +$257 +2 +18%
Loomis, Sayles & Company
291
Loomis, Sayles & Company
Massachusetts
$2K +$1.67K +13 New
PTC
292
Private Trust Company
Ohio
$2K +$2.19K +17 New
AF
293
Advisornet Financial
Minnesota
$2K +$2.44K +19 New
BIA
294
Bell Investment Advisors
California
$2K +$2.44K +19 New
Bank of Montreal
295
Bank of Montreal
Ontario, Canada
$1.67K +$659K +5,123 +60%
VVP
296
Venture Visionary Partners
Ohio
$1.28K +$1.42K +11 New
JWM
297
Janiczek Wealth Management
Colorado
$1K -$2.83K -22 -71%
CI Investments Inc
298
CI Investments Inc
Ontario, Canada
$1K -$257 -2 -20%
AssetMark Inc
299
AssetMark Inc
California
$1K
CTC
300
Central Trust Company
Missouri
$1K

AMG Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2022, worth a combined $4.31B — down 18% from $5.28B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 30 opened new positions — a net loss of 19 holders — while 127 trimmed existing stakes and 101 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $45.4M. The largest seller was Spyglass Capital Management, cutting an estimated $44.2M.

  • 309 institutional investors held Affiliated Managers Group (AMG) as of Q2 2022, down from 334 in Q1 2022.
  • Funds reported $4.31B of Affiliated Managers Group stock for Q2 2022, down 18% quarter-over-quarter.
  • 30 funds opened new Affiliated Managers Group positions in Q2 2022 and 49 closed out, a net change of -19 holders.
  • The largest Affiliated Managers Group buyer in Q2 2022 was Clarkston Capital Partners, an estimated $45.4M added.
  • The largest Affiliated Managers Group seller in Q2 2022 was Spyglass Capital Management, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2022.