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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
SM
276
Sciencast Management
New Jersey
$281K +$265K +1,854 New
ASN
277
Advisory Services Network
Georgia
$275K
Verition Fund Management
278
Verition Fund Management
Connecticut
$268K +$23.9K +167 +10%
PA
279
Parallel Advisors
California
$268K +$214K +1,498 +522%
NYLIM
280
New York Life Investment Management
New York
$266K +$254K +1,776 New
NB
281
Nicolet Bankshares
Wisconsin
$265K -$2.15K -15 -0.8%
GLA
282
Great Lakes Advisors
Illinois
$262K -$5.3K -37 -2%
SOW
283
State of Wyoming
Wyoming
$260K +$155K +1,085 +167%
SCM
284
Shelton Capital Management
Colorado
$259K -$26.2K -183 -10%
GT
285
Greenleaf Trust
Michigan
$259K -$12.5K -87 -5%
BNP Paribas Financial Markets
286
BNP Paribas Financial Markets
France
$252K -$832K -5,809 -78%
MM
287
MQS Management
New York
$250K -$130K -908 -35%
PAG
288
Private Advisor Group
New Jersey
$250K +$258K +1,801 New
NP
289
Nilsine Partners
Colorado
$249K
AWM
290
Alterna Wealth Management
Texas
$248K +$237K +1,657 New
BFM
291
Boothbay Fund Management
New York
$248K -$79K -552 -25%
CAN
292
Cetera Advisor Networks
California
$246K +$8.3K +58 +4%
FC
293
Forte Capital
New York
$235K +$225K +1,571 New
FA
294
FDx Advisors
Illinois
$232K +$222K +1,548 New
SW
295
SVB Wealth
Massachusetts
$229K -$35.6K -249 -14%
SAM
296
Shell Asset Management
Netherlands
$209K -$1.15K -8 -0.6%
DCM
297
Dupont Capital Management
Delaware
$208K -$22.8K -159 -10%
FFM
298
Forum Financial Management
Illinois
$206K +$197K +1,377 New
QCM
299
Quantinno Capital Management
New York
$203K +$194K +1,353 New
GF
300
Gabelli Funds
New York
$202K +$193K +1,350 New

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.