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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
A
276
AlphaQuest
New York
$272K -$2.01M -10,795 -88%
ProShare Advisors
277
ProShare Advisors
Maryland
$262K +$21.5K +115 +9%
CCA
278
Cadent Capital Advisors
Oklahoma
$261K
CTC
279
Cetera Trust Company
Minnesota
$261K +$54.1K +290 +26%
TWM
280
Tolleson Wealth Management
Texas
$258K -$8.21K -44 -3%
AFG
281
Allegheny Financial Group
Pennsylvania
$254K -$286K -1,530 -53%
CWM
282
Congress Wealth Management
Massachusetts
$242K -$438K -2,345 -64%
CFO
283
Callan Family Office
Pennsylvania
$239K +$241K +1,293 New
QC
284
Quent Capital
New York
$237K -$15.7K -84 -6%
PWPS
285
Pinnacle Wealth Planning Services
Ohio
$231K +$1.87K +10 +0.8%
KBC Group
286
KBC Group
Belgium
$230K +$49.3K +264 +27%
SSWM
287
Sheets Smith Wealth Management
North Carolina
$227K
VT
288
Vise Technologies
New York
$224K +$226K +1,212 New
NP
289
NorthRock Partners
Minnesota
$221K -$373 -2 -0.2%
ECM
290
EMC Capital Management
Texas
$220K
QCM
291
QRG Capital Management
Illinois
$220K +$222K +1,189 New
Verition Fund Management
292
Verition Fund Management
Connecticut
$220K -$952K -5,102 -81%
BONH
293
Bank of New Hampshire
New Hampshire
$215K -$2.8K -15 -1%
ACGA
294
Atlanta Consulting Group Advisors
Georgia
$213K -$37.9K -203 -15%
Squarepoint
295
Squarepoint
New York
$212K -$373K -1,998 -64%
DekaBank Deutsche Girozentrale
296
DekaBank Deutsche Girozentrale
Germany
$212K
Allspring Global Investments
297
Allspring Global Investments
North Carolina
$212K +$64.2K +344 +44%
SW
298
SVB Wealth
Massachusetts
$209K +$211K +1,128 New
SCM
299
Shelton Capital Management
Colorado
$208K -$27.2K -146 -11%
Bessemer Group
300
Bessemer Group
New Jersey
$207K +$7.09K +38 +4%

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.