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Affiliated Managers Group

306 hedge funds and large institutions have $4.3B invested in Affiliated Managers Group in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 100 increasing their positions, 127 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-25
Holders Change %
-7.55%
% of All Funds
5.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
30
Increased
100
Reduced
127
Closed
49
Calls
$1.21M
Puts
$1.12M
Net Calls
+$93K
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
276
Vigilant Capital Management
Maine
$3K -$1.61K -15 -35%
CA
277
Crewe Advisors
Utah
$3K -$621 -6 -17%
CA
278
Clearstead Advisors
Ohio
$3K
SC
279
Schubert & Co
Texas
$3K +$1.68K +14 +127%
JWA
280
JFS Wealth Advisors
Pennsylvania
$2K -$2.86K -20 -59%
EARNEST Partners
281
EARNEST Partners
Georgia
$2K
LPWM
282
Lake Point Wealth Management
Texas
$2K
CWP
283
Concord Wealth Partners
Virginia
$2K
FF
284
FourThought Financial
Florida
$2K
ZIG
285
Zullo Investment Group
Pennsylvania
$2K
CFD
286
Creative Financial Designs
Indiana
$2K
GWS
287
Glassman Wealth Services
Virginia
$2K +$308 +2 +18%
Loomis, Sayles & Company
288
Loomis, Sayles & Company
Massachusetts
$2K +$2K +13 New
PTC
289
Private Trust Company
Ohio
$2K +$2K +17 New
AF
290
Advisornet Financial
Minnesota
$2K +$2K +19 New
BIA
291
Bell Investment Advisors
California
$2K +$2K +19 New
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$1.67K +$628 +5,123 +60%
VVP
293
Venture Visionary Partners
Ohio
$1.28K +$1.28K +11 New
JWM
294
Janiczek Wealth Management
Colorado
$1K -$2.44K -22 -71%
CI Investments Inc
295
CI Investments Inc
Ontario, Canada
$1K -$250 -2 -20%
AssetMark Inc
296
AssetMark Inc
California
$1K
VCM
297
Versant Capital Management
Arizona
$1K
CFO
298
CVA Family Office
Colorado
$1K
DI
299
Disciplined Investments
Oklahoma
$1K
CTC
300
Central Trust Company
Missouri
$1K