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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$783M
2
CCM
Channing Capital Management
Illinois
$71.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$24.4M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$19.7M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$157M
3
Vanguard Group
Vanguard Group
Pennsylvania
$555M
4
Millennium Management
Millennium Management
New York
$46.3M
5
PCM
Prana Capital Management
Connecticut
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
301
Quadrant Capital Group
Ohio
$89.5K +$28K +185 +46%
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$84.2K -$5.75K -38 -6%
EC
303
EntryPoint Capital
New York
$82.4K +$82.4K +544 New
BTI
304
Blue Trust Inc
Georgia
$80K +$11.7K +90 +17%
EWA
305
EverSource Wealth Advisors
Alabama
$73.1K +$6.21K +41 +9%
KI
306
Kapitalo Investimentos
Brazil
$69K -$222K -1,468 -76%
ST
307
Smithfield Trust
Pennsylvania
$66K – – –
GI
308
GAMMA Investing
California
$62.4K +$62.4K +419 New
TC
309
Truvestments Capital
Florida
$50K – – –
WT
310
Whittier Trust
California
$49.2K -$151 -1 -0.3%
CI Investments Inc
311
CI Investments Inc
Ontario, Canada
$41K +$18.2K +120 +80%
IA
312
IFP Advisors
Florida
$38.8K -$9.82K -65 -20%
Fifth Third Bancorp
313
Fifth Third Bancorp
Ohio
$35.7K -$5.45K -36 -13%
Nomura Asset Management
314
Nomura Asset Management
Japan
$33.3K – – –
FHA
315
First Horizon Advisors
Tennessee
$32.7K – – –
FFA
316
Farther Finance Advisors
California
$31.5K +$7.57K +50 +32%
W
317
WealthCollab
Washington
$29.2K +$29.2K +193 New
SPIA
318
Steward Partners Investment Advisory
New York
$26.3K +$11.1K +73 +72%
LC
319
Lindbrook Capital
California
$24.5K +$10.9K +72 +80%
IRC
320
Investors Research Corp
Georgia
$22.7K – – –
NA
321
NewEdge Advisors
Louisiana
$21.2K -$75.1K -495 -78%
AFWM
322
Abich Financial Wealth Management
Virginia
$19.8K +$19.8K +131 New
BCWM
323
Bartlett & Co Wealth Management
Ohio
$19.1K +$19.1K +125 New
BC
324
Bartlett & Co
Ohio
$19K +$19K +125 New
QL
325
Quarry LP
New York
$18.6K -$6.97K -46 -27%
11 12
13
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