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Affiliated Managers Group
AMG

Overview Fund Activity

405 hedge funds and large institutions have $5.2B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-12
Holders Change %
-2.88%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
49
Increased
119
Reduced
168
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.8M
Net Calls Change
+$1.04M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$219M
2
LSV Asset Management
LSV Asset Management
Illinois
$78.4M
3
Millennium Management
Millennium Management
New York
$56.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$42M
5
UBS AM
UBS AM
Illinois
$25.1M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$291M
2
Morgan Stanley
Morgan Stanley
New York
$422M
3
KP
Kiltearn Partners
United Kingdom
$70.4M
4
Jane Street
Jane Street
New York
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
276
Cadent Capital Advisors
Oklahoma
$261K – – –
CTC
277
Cetera Trust Company
Minnesota
$261K +$53.6K +290 +26%
TWM
278
Tolleson Wealth Management
Texas
$258K -$8.15K -44 -3%
AFG
279
Allegheny Financial Group
Pennsylvania
$254K -$283K -1,530 -53%
CWM
280
Congress Wealth Management
Massachusetts
$242K -$434K -2,345 -64%
CFO
281
Callan Family Office
Pennsylvania
$239K +$239K +1,293 New
QC
282
Quent Capital
New York
$237K -$15.5K -84 -6%
PWPS
283
Pinnacle Wealth Planning Services
Ohio
$231K +$1.85K +10 +0.8%
KBC Group
284
KBC Group
Belgium
$230K +$48.8K +264 +27%
SSWM
285
Sheets Smith Wealth Management
North Carolina
$227K – – –
VT
286
Vise Technologies
New York
$224K +$224K +1,212 New
NP
287
NorthRock Partners
Minnesota
$221K -$370 -2 -0.2%
ECM
288
EMC Capital Management
Texas
$220K – – –
QCM
289
QRG Capital Management
Illinois
$220K +$220K +1,189 New
Verition Fund Management
290
Verition Fund Management
Connecticut
$220K -$943K -5,102 -81%
BONH
291
Bank of New Hampshire
New Hampshire
$215K -$2.77K -15 -1%
ACGA
292
Atlanta Consulting Group Advisors
Georgia
$213K -$37.5K -203 -15%
Squarepoint
293
Squarepoint
New York
$212K -$369K -1,998 -64%
DekaBank Deutsche Girozentrale
294
DekaBank Deutsche Girozentrale
Germany
$212K – – –
Allspring Global Investments
295
Allspring Global Investments
North Carolina
$212K +$64.3K +344 +44%
SW
296
SVB Wealth
Massachusetts
$209K +$209K +1,128 New
SCM
297
Shelton Capital Management
Colorado
$208K -$27K -146 -11%
Bessemer Group
298
Bessemer Group
New Jersey
$207K +$7.03K +38 +4%
MCM
299
MAI Capital Management
Ohio
$206K -$4.99K -27 -2%
LAM
300
Lingohr Asset Management
Germany
$204K +$204K +1,100 New
10 11
12
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