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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$409M
2
CCM
Channing Capital Management
Illinois
+$62.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$18.5M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$239M
2
State Street
State Street
Massachusetts
-$34.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.4M
4
Millennium Management
Millennium Management
New York
-$19.8M
5
PCM
Prana Capital Management
Connecticut
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
276
Nicolet Bankshares
Wisconsin
$272K – – –
ProShare Advisors
277
ProShare Advisors
Maryland
$269K -$17.3K -114 -6%
PWM
278
Partnership Wealth Management
Maryland
$268K +$268K +1,803 New
SAM
279
Shell Asset Management
Netherlands
$266K +$58.2K +384 +28%
RJFSA
280
Raymond James Financial Services Advisors
Florida
$260K +$260K +1,715 New
AFG
281
Allegheny Financial Group
Pennsylvania
$257K – – –
FC
282
Forte Capital
New York
$248K +$10.6K +70 +4%
IP
283
Investment Partners
Ohio
$235K +$235K +1,555 New
LAM
284
L2 Asset Management
Massachusetts
$234K +$234K +1,544 New
BONH
285
Bank of New Hampshire
New Hampshire
$230K -$88.7K -586 -28%
Alyeska Investment Group
286
Alyeska Investment Group
Illinois
$225K +$225K +1,485 New
SCM
287
Shelton Capital Management
Colorado
$221K -$40.9K -270 -16%
FFM
288
Forum Financial Management
Illinois
$209K +$209K +1,377 New
IIM
289
INTECH Investment Management
Florida
$206K -$445K -2,938 -68%
QC
290
Quent Capital
New York
$205K +$10.4K +69 +5%
IIC
291
Integrated Investment Consultants
Michigan
$204K +$204K +1,350 New
TWM
292
Tolleson Wealth Management
Texas
$200K +$200K +1,319 New
PA
293
Parallel Advisors
California
$181K +$139K +919 +333%
IPW
294
Impact Partnership Wealth
Georgia
$174K +$174K +1,148 New
Bessemer Group
295
Bessemer Group
New Jersey
$162K +$6.21K +41 +4%
ECM
296
EMC Capital Management
Texas
$142K – – –
S
297
SignatureFD
Georgia
$132K +$65.1K +430 +97%
KBC Group
298
KBC Group
Belgium
$108K +$24.7K +163 +30%
PAS
299
Point72 Asia (Singapore)
Singapore
$108K +$108K +711 New
C
300
Covestor
United Kingdom
$102K +$34.4K +227 +51%
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