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Affiliated Managers Group
AMG

Overview Fund Activity

363 hedge funds and large institutions have $5.37B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+37
Holders Change %
+11.35%
% of All Funds
5.86%
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
121
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$439M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$41.4M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$26.2M
4
CCP
4
Clarkston Capital Partners
Michigan
$354M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$34.1M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$489M
2
SAM
2
Southeastern Asset Management
Tennessee
$148M
3
KP
3
Kiltearn Partners
United Kingdom
$134M
4
Victory Capital Management
4
Victory Capital Management
Texas
$3.95M
5
SCM
5
Spyglass Capital Management
California
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
276
Forum Financial Management
Illinois
$218K +$218K +1,377 New
HighTower Advisors
277
HighTower Advisors
Illinois
$216K +$216K +1,354 New
IIC
278
Integrated Investment Consultants
Michigan
$214K +$214K +1,350 New
TWM
279
Tolleson Wealth Management
Texas
$209K +$209K +1,319 New
AWM
280
Apollon Wealth Management
South Carolina
$204K +$204K +1,289 New
AssetMark Inc
281
AssetMark Inc
California
$173K +$171K +1,079 +8,992%
QC
282
Quent Capital
New York
$168K -$4.6K -29 -3%
ECM
283
EMC Capital Management
Texas
$148K +$65.2K +413 +79%
HFM
284
Harvest Fund Management
China
$146K +$24.8K +156 +20%
SWA
285
Sutton Wealth Advisors
Florida
$143K – – –
CCA
286
Column Capital Advisors
Indiana
$141K – – –
TRCT
287
Tower Research Capital (TRC)
New York
$130K -$417K -2,635 -76%
Dimensional Fund Advisors
288
Dimensional Fund Advisors
Texas
$123K +$332 +2,095 +0.3%
ST
289
Smithfield Trust
Pennsylvania
$118K – – –
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$113K +$31.7K +203 +39%
GC
291
Globeflex Capital
California
$107K +$107K +674 New
OWA
292
One Wealth Advisors
California
$107K +$107K +674 New
Osaic Holdings
293
Osaic Holdings
Arizona
$82K -$18.8K -118 -19%
BTI
294
Blue Trust Inc
Georgia
$78K +$13.8K +123 +22%
QCG
295
Quadrant Capital Group
Ohio
$65.7K -$12.5K -79 -16%
Northwestern Mutual Wealth Management
296
Northwestern Mutual Wealth Management
Wisconsin
$65.2K -$3.48K -22 -5%
S
297
SignatureFD
Georgia
$61.6K +$2.22K +14 +4%
TC
298
Truvestments Capital
Florida
$52.3K – – –
WT
299
Whittier Trust
California
$51.5K – – –
LSA
300
Lansing Street Advisors
Pennsylvania
$51.2K +$51.2K +323 New
10 11
12
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