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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
276
Maryland State Retirement & Pension System
Maryland
$324K -$152K -895 -33%
Connor, Clark & Lunn Investment Management (CC&L)
277
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$321K +$306K +1,803 New
GT
278
Greenleaf Trust
Michigan
$319K +$4.59K +27 +2%
EAM
279
Empirical Asset Management
Massachusetts
$319K +$27.7K +163 +10%
URS
280
Utah Retirement Systems
Utah
$302K
LAM
281
L2 Asset Management
Massachusetts
$296K -$14.3K -84 -5%
DWT
282
Dorsey & Whitney Trust
South Dakota
$295K +$282K +1,658 New
AAS
283
Avantax Advisory Services
Texas
$285K +$18.9K +111 +7%
BTI
284
Blue Trust Inc
Georgia
$282K +$144K +845 +88%
IP
285
Investment Partners
Ohio
$282K
STA
286
Summit Trail Advisors
New York
$280K +$267K +1,573 New
KI
287
Kapitalo Investimentos
Brazil
$276K +$26.3K +155 +11%
TI
288
Tidal Investments
Wisconsin
$273K -$164K -965 -39%
SAM
289
Shell Asset Management
Netherlands
$268K +$256K +1,509 New
ECM
290
Evergreen Capital Management
Washington
$267K +$255K +1,501 New
EWA
291
EP Wealth Advisors
California
$260K +$248K +1,460 New
TWM
292
Tolleson Wealth Management
Texas
$255K
CCA
293
Cadent Capital Advisors
Oklahoma
$251K
TRCT
294
Tower Research Capital (TRC)
New York
$249K -$579K -3,408 -71%
FFM
295
Forum Financial Management
Illinois
$245K +$170 +1 +0.1%
MF
296
Magnetar Financial
Illinois
$244K +$233K +1,374 New
RWM
297
Ritholtz Wealth Management
New York
$244K +$233K +1,374 New
QC
298
Quent Capital
New York
$243K
ACGA
299
Atlanta Consulting Group Advisors
Georgia
$241K +$230K +1,353 New
HKAM
300
Horizon Kinetics Asset Management
New York
$240K +$229K +1,351 New

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.