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Affiliated Managers Group

329 hedge funds and large institutions have $4.05B invested in Affiliated Managers Group in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

6% more funds holding

Funds holding: 309329 (+20)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.82% less ownership

Funds ownership: 95.76%94.94% (-0.82%)

6% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 114

6% less capital invested

Capital invested by funds: $4.31B → $4.05B (-$260M)

38% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.96M

Holders
329
Holders Change
+20
Holders Change %
+6.47%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
46
Increased
107
Reduced
114
Closed
24
Calls
$1.21M
Puts
$1.96M
Net Calls
-$748K
Net Calls Change
-$841K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
276
TCI Wealth Advisors
Arizona
$23K +$125 +1 +0.5%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$17K -$12.8K -102 -40%
IRC
278
Investors Research Corp
Georgia
$17K
EI
279
Ellevest Inc
New York
$17K +$11.4K +91 +140%
MA
280
MUFG Americas
New York
$17K +$18.8K +150 New
PA
281
Parallel Advisors
California
$15K -$13.3K -106 -44%
PCH
282
Polar Capital Holdings
United Kingdom
$14.4K -$3.1M -24,693 -16%
First Manhattan
283
First Manhattan
New York
$14K
LC
284
Lindbrook Capital
California
$13K +$2.13K +17 +17%
CT
285
Caldwell Trust
Florida
$11.2K
RP
286
Repertoire Partners
New York
$11K
SPIA
287
Steward Partners Investment Advisory
New York
$11K
VWM
288
Valley Wealth Managers
New Jersey
$10K -$12.2M -97,175 -100%
CFO
289
CVA Family Office
Colorado
$10K +$10K +80 +1,600%
C
290
Covestor
United Kingdom
$9K -$127K -1,011 -92%
MCC
291
Money Concepts Capital
Florida
$8K
PMFA
292
Plante Moran Financial Advisors
Michigan
$8K
BCM
293
Bourgeon Capital Management
Connecticut
$7K +$7.78K +62 New
UB
294
UMB Bank
Missouri
$6K +$878 +7 +14%
RCM
295
Raleigh Capital Management
North Carolina
$6K +$6.27K +50 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$5K -$3.39K -27 -37%
JWA
297
JFS Wealth Advisors
Pennsylvania
$5K +$3.64K +29 +207%
ADL
298
Asset Dedication LLC
California
$4K
SC
299
Schubert & Co
Texas
$4K +$1K +8 +32%
BIA
300
Bell Investment Advisors
California
$4K +$2.26K +18 +95%

AMG Hedge Fund Activity: Q3 2022 in Review

329 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2022, worth a combined $4.05B — down 6% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AMG positions and 24 closed out — a net gain of 22 holders — while 107 added to existing stakes and 114 trimmed.

The largest buyer was Millennium Management, adding an estimated $26.4M. The largest seller was EdgePoint Investment Group, cutting an estimated $88.7M.

  • 329 institutional investors held Affiliated Managers Group (AMG) as of Q3 2022, up from 309 in Q2 2022.
  • Funds reported $4.05B of Affiliated Managers Group stock for Q3 2022, down 6% quarter-over-quarter.
  • 46 funds opened new Affiliated Managers Group positions in Q3 2022 and 24 closed out, a net change of +22 holders.
  • The largest Affiliated Managers Group buyer in Q3 2022 was Millennium Management, an estimated $26.4M added.
  • The largest Affiliated Managers Group seller in Q3 2022 was EdgePoint Investment Group, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2022.