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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
276
Meeder Asset Management
Ohio
$220K +$135K +956 +220%
RWM
277
Ritholtz Wealth Management
New York
$220K +$196K +1,389 New
FFM
278
Forum Financial Management
Illinois
$218K +$195K +1,377 New
HighTower Advisors
279
HighTower Advisors
Illinois
$216K +$192K +1,354 New
IIC
280
Integrated Investment Consultants
Michigan
$214K +$191K +1,350 New
TWM
281
Tolleson Wealth Management
Texas
$209K +$187K +1,319 New
AWM
282
Apollon Wealth Management
South Carolina
$204K +$182K +1,289 New
AssetMark Inc
283
AssetMark Inc
California
$173K +$153K +1,079 +8,992%
QC
284
Quent Capital
New York
$168K -$4.1K -29 -3%
ECM
285
EMC Capital Management
Texas
$148K +$58.4K +413 +79%
HFM
286
Harvest Fund Management
China
$146K +$22.1K +156 +20%
SWA
287
Sutton Wealth Advisors
Florida
$143K
CCA
288
Column Capital Advisors
Indiana
$141K
TRCT
289
Tower Research Capital (TRC)
New York
$130K -$373K -2,635 -76%
Dimensional Fund Advisors
290
Dimensional Fund Advisors
Texas
$123K +$296K +2,095 +0.3%
ST
291
Smithfield Trust
Pennsylvania
$118K
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$113K +$28.7K +203 +39%
GC
293
Globeflex Capital
California
$107K +$95.3K +674 New
OWA
294
One Wealth Advisors
California
$107K +$95.3K +674 New
Osaic Holdings
295
Osaic Holdings
Arizona
$82K -$16.7K -118 -19%
BTI
296
Blue Trust Inc
Georgia
$78K +$17.4K +123 +22%
QCG
297
Quadrant Capital Group
Ohio
$65.7K -$11.2K -79 -16%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$65.2K -$3.11K -22 -5%
S
299
SignatureFD
Georgia
$61.6K +$1.98K +14 +4%
TC
300
Truvestments Capital
Florida
$52.3K

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.