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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
301
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$231K -$4.2M -24,700 -95%
ProShare Advisors
302
ProShare Advisors
Maryland
$231K -$34.5K -203 -14%
Osaic Holdings
303
Osaic Holdings
Arizona
$227K -$275K -1,618 -56%
SCM
304
Shelton Capital Management
Colorado
$226K +$216K +1,271 New
PWPS
305
Pinnacle Wealth Planning Services
Ohio
$220K +$211K +1,240 New
SSWM
306
Sheets Smith Wealth Management
North Carolina
$218K +$208K +1,227 New
TC
307
TownSquare Capital
Utah
$218K +$208K +1,227 New
PHK
308
Point72 Hong Kong
Hong Kong
$215K +$206K +1,210 New
IIC
309
Integrated Investment Consultants
Michigan
$213K
NP
310
NorthRock Partners
Minnesota
$212K +$203K +1,195 New
ECM
311
EMC Capital Management
Texas
$212K
AWM
312
AE Wealth Management
Kansas
$210K +$201K +1,182 New
BONH
313
Bank of New Hampshire
New Hampshire
$209K -$10.4K -61 -5%
RJFSA
314
Raymond James Financial Services Advisors
Florida
$207K -$90.4K -532 -31%
MCM
315
MAI Capital Management
Ohio
$203K +$194K +1,142 New
ET
316
Entropy Technologies
New York
$201K +$192K +1,128 New
DekaBank Deutsche Girozentrale
317
DekaBank Deutsche Girozentrale
Germany
$200K +$6.45K +38 +3%
CTC
318
Cetera Trust Company
Minnesota
$199K +$28K +165 +17%
Bessemer Group
319
Bessemer Group
New Jersey
$192K +$2.04K +12 +1%
PA
320
Parallel Advisors
California
$189K -$25.3K -149 -12%
KBC Group
321
KBC Group
Belgium
$174K +$24.6K +145 +17%
S
322
SignatureFD
Georgia
$163K +$3.4K +20 +2%
TPCW
323
TD Private Client Wealth
New York
$147K +$57.1K +336 +69%
GI
324
GAMMA Investing
California
$141K +$68.6K +404 +104%
Allspring Global Investments
325
Allspring Global Investments
North Carolina
$140K +$129K +759 +2,530%

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.