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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$51.5K
LSA
302
Lansing Street Advisors
Pennsylvania
$51.2K +$45.7K +323 New
Nomura Asset Management
303
Nomura Asset Management
Japan
$49.1K
BWM
304
Baystate Wealth Management
Massachusetts
$49K
EWA
305
EverSource Wealth Advisors
Alabama
$48.2K -$31K -219 -42%
C
306
Covestor
United Kingdom
$38K +$21.2K +150 +172%
FHA
307
First Horizon Advisors
Tennessee
$34.7K
PA
308
Parallel Advisors
California
$34.7K +$11.9K +84 +62%
TWA
309
TCI Wealth Advisors
Arizona
$32.6K -$141 -1 -0.5%
EI
310
Ellevest Inc
New York
$29.6K +$4.38K +31 +20%
IA
311
IFP Advisors
Florida
$29K -$16.4K -116 -26%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$24.1K -$424 -3 -2%
IRC
313
Investors Research Corp
Georgia
$23.8K
Simplex Trading
314
Simplex Trading
Illinois
$21K +$19.1K +135 New
AWM
315
Accurate Wealth Management
Florida
$19.4K +$16.1K +114 New
CS
316
Comerica Securities
Michigan
$16.6K +$14.9K +105 New
SPIA
317
Steward Partners Investment Advisory
New York
$16K
CT
318
Caldwell Trust
Florida
$15.8K
RP
319
Repertoire Partners
New York
$15.8K
LC
320
Lindbrook Capital
California
$15.2K -$2.83K -20 -17%
CI Investments Inc
321
CI Investments Inc
Ontario, Canada
$15K +$12.4K +88 +1,257%
USCWA
322
U.S. Capital Wealth Advisors
Texas
$12.2K +$10.9K +77 New
PMFA
323
Plante Moran Financial Advisors
Michigan
$11.6K
VWM
324
Valley Wealth Managers
New Jersey
$9.19K -$4.1K -29 -33%
UB
325
UMB Bank
Missouri
$9K

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.