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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
IIC
301
Integrated Investment Consultants
Michigan
$202K +$193K +1,350 New
Bessemer Group
302
Bessemer Group
New Jersey
$164K +$151K +1,057 +3,109%
QC
303
Quent Capital
New York
$159K
Osaic Holdings
304
Osaic Holdings
Arizona
$149K -$81K -566 -36%
CCA
305
Column Capital Advisors
Indiana
$113K
S
306
SignatureFD
Georgia
$109K +$35.4K +247 +51%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$101K +$31.1K +217 +48%
AS
308
Altshuler Shaham
Israel
$90.1K +$86K +601 New
Point72 Asset Management
309
Point72 Asset Management
Connecticut
$89.3K +$3.72K +26 +5%
QCG
310
Quadrant Capital Group
Ohio
$76.7K +$15.2K +106 +26%
C
311
Covestor
United Kingdom
$73K +$59.5K +416 +594%
HFM
312
Harvest Fund Management
China
$64K -$57.1K -399 -48%
ST
313
Smithfield Trust
Pennsylvania
$64K
EWA
314
EverSource Wealth Advisors
Alabama
$63.9K +$14.6K +102 +31%
National Bank of Canada
315
National Bank of Canada
Quebec, Canada
$60.3K +$20.2K +141 +54%
TC
316
Truvestments Capital
Florida
$49.5K
IA
317
IFP Advisors
Florida
$49K +$9.88K +69 +27%
WT
318
Whittier Trust
California
$48.7K
BWM
319
Baystate Wealth Management
Massachusetts
$46.8K
FCAG
320
First Capital Advisors Group
New Jersey
$44.4K +$42.4K +296 New
FHA
321
First Horizon Advisors
Tennessee
$41.1K
BTI
322
Blue Trust Inc
Georgia
$37K -$150K -1,050 -80%
Nomura Asset Management
323
Nomura Asset Management
Japan
$33K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$30.4K +$6.16K +43 +27%
BF
325
BOK Financial
Oklahoma
$28.5K -$8.88K -62 -25%

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.