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Affiliated Managers Group

329 hedge funds and large institutions have $4.05B invested in Affiliated Managers Group in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

6% more funds holding

Funds holding: 309329 (+20)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.82% less ownership

Funds ownership: 95.76%94.94% (-0.82%)

6% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 114

6% less capital invested

Capital invested by funds: $4.31B → $4.05B (-$260M)

38% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.96M

Holders
329
Holders Change
+20
Holders Change %
+6.47%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
46
Increased
107
Reduced
114
Closed
24
Calls
$1.21M
Puts
$1.96M
Net Calls
-$748K
Net Calls Change
-$841K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$3K
CA
302
Crewe Advisors
Utah
$3K
VCM
303
Vigilant Capital Management
Maine
$3K
WBC
304
West Branch Capital
Massachusetts
$3K
CFD
305
Creative Financial Designs
Indiana
$2K
EARNEST Partners
306
EARNEST Partners
Georgia
$2K
PTC
307
Private Trust Company
Ohio
$2K
ZIG
308
Zullo Investment Group
Pennsylvania
$2K
GWS
309
Glassman Wealth Services
Virginia
$2K +$125 +1 +8%
AIP
310
Almanack Investment Partners
Pennsylvania
$2K +$1.76K +14 New
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$2K +$2.13K +17 New
CAL
312
Capital Analysts LLC
Pennsylvania
$2K +$2.26K +18 New
FF
313
FourThought Financial
Florida
$1K -$1K -8 -50%
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
$1K -$125 -1 -13%
AssetMark Inc
315
AssetMark Inc
California
$1K
JWM
316
Janiczek Wealth Management
Colorado
$1K
Loomis, Sayles & Company
317
Loomis, Sayles & Company
Massachusetts
$1K
VCM
318
Versant Capital Management
Arizona
$1K
DI
319
Disciplined Investments
Oklahoma
$1K +$502 +4 +44%
AF
320
Allworth Financial
California
$1K +$627 +5 +167%
SIC
321
SJS Investment Consulting
Ohio
$1K +$878 +7 New
GRP
322
Global Retirement Partners
California
$1K +$1.13K +9 New
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$795 -$845K -6,731 -49%
Rafferty Asset Management
324
Rafferty Asset Management
New York
-$1.42M -12,190 Closed
BGIM
325
Brandywine Global Investment Management
Pennsylvania
-$1.32M -11,333 Closed

AMG Hedge Fund Activity: Q3 2022 in Review

329 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2022, worth a combined $4.05B — down 6% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AMG positions and 24 closed out — a net gain of 22 holders — while 107 added to existing stakes and 114 trimmed.

The largest buyer was Millennium Management, adding an estimated $26.4M. The largest seller was EdgePoint Investment Group, cutting an estimated $88.7M.

  • 329 institutional investors held Affiliated Managers Group (AMG) as of Q3 2022, up from 309 in Q2 2022.
  • Funds reported $4.05B of Affiliated Managers Group stock for Q3 2022, down 6% quarter-over-quarter.
  • 46 funds opened new Affiliated Managers Group positions in Q3 2022 and 24 closed out, a net change of +22 holders.
  • The largest Affiliated Managers Group buyer in Q3 2022 was Millennium Management, an estimated $26.4M added.
  • The largest Affiliated Managers Group seller in Q3 2022 was EdgePoint Investment Group, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2022.