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Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
276
Hancock Whitney
Mississippi
$311K -$264K -1,661 -45%
LIP
277
Lighthouse Investment Partners
Florida
$311K +$317K +1,989 New
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$303K -$40.9K -257 -12%
ADIM
279
Alpha DNA Investment Management
Maryland
$302K +$308K +1,933 New
CGH
280
Crossmark Global Holdings
Texas
$298K -$259K -1,627 -46%
CC
281
Callan Capital
California
$294K +$22.1K +139 +8%
M&T Bank
282
M&T Bank
New York
$292K -$7.48K -47 -2%
Verition Fund Management
283
Verition Fund Management
Connecticut
$289K -$632K -3,972 -68%
GT
284
Greenleaf Trust
Michigan
$276K -$2.39K -15 -0.8%
LAM
285
L2 Asset Management
Massachusetts
$273K +$14.3K +90 +5%
MW
286
Marcum Wealth
Ohio
$267K +$272K +1,706 New
URS
287
Utah Retirement Systems
Utah
$266K -$31.8K -200 -11%
GI
288
GAMCO Investors
Connecticut
$266K +$79.6K +500 +42%
RJFSA
289
Raymond James Financial Services Advisors
Florida
$265K -$45.7K -287 -14%
NB
290
Nicolet Bankshares
Wisconsin
$264K -$17.5K -110 -6%
EAM
291
Empirical Asset Management
Massachusetts
$255K +$36.5K +229 +16%
IP
292
Investment Partners
Ohio
$248K -$4.78K -30 -2%
GC
293
Guggenheim Capital
Illinois
$238K -$322K -2,022 -57%
GT
294
Glenmede Trust
Pennsylvania
$236K +$241K +1,512 New
ProShare Advisors
295
ProShare Advisors
Maryland
$235K -$23.2K -146 -9%
AAS
296
Avantax Advisory Services
Texas
$233K +$238K +1,494 New
TWM
297
Tolleson Wealth Management
Texas
$225K +$18.8K +118 +9%
CCA
298
Cadent Capital Advisors
Oklahoma
$220K -$56.8K -357 -20%
KI
299
Kapitalo Investimentos
Brazil
$219K +$223K +1,399 New
FFM
300
Forum Financial Management
Illinois
$215K +$318 +2 +0.1%

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.